GUMU™ Workflow: Integrating Sage Intacct and Magento for Smarter Business Processes

By | October 24, 2024

Integrating your Magento eCommerce platform with Sage Intacct using the GUMU™ integration simplifies business operations by ensuring a smooth, automated flow of essential data between both systems. This integration empowers businesses to handle online store activities and financial processes efficiently, keeping everything from customer details to sales orders and invoices synchronized in real-time.

In this blog we will explore the main characteristics of GUMU™ plugin as well as its helpfulness when it comes to efficient management of data between Magento and Sage Intacct. The powerful Magento ECommerce – Sage Intacct GUMU™ integration provides encrypted security that protects the information and transfers the data between both systems.

Benefits of the Integration:

Data Sync: This feature ensures inventory is correct, customer details are current, and orders are up to date on both sides.

Better Security: Coded messages between Sage Intacct and Magento stop unwanted people from seeing important info.

Less Manual Work & Improved Accuracy: Automated data exchange cuts down human effort and eliminates the likelihood of mistakes.

Integration Touch Points:

  • Product & Product Categories from Sage Intacct to Magento
  • Customers from Sage Intacct to Magento
  • Sales Orders are generated against its equivalent customer from Magento to Sage Intacct
  • Sales Invoices are integrated from Sage Intacct against its Sales Order in Magento.

Now we’ll discuss into the working and the core features of GUMU™ integration and explore how data between these two applications is integrated.

Configuring Sage Intacct and Magento – Integration:

Users subscribed to GUMU™ can access the GUMU™ portal to configure the necessary connections for Sage Intacct and Magento. This setup ensures smooth communication between the two applications. Please refer to below link for registering the GUMU account.

GUMU™ Account Registration Process.

Once Subscribed user can log into the GUMU™ Portal to set up the connection.

Our integration configures the API connection settings of both Sage Intacct and Magento. Please refer to link for detailed connection settings.

Scheduling or Data Integration process in GUMU:

Once the connection is established between Sage Intacct and Magento in GUMU™, the data begins to flow effortlessly from one system to another. This means that Product’s placed in Intacct can be transferred into Magento using GUMU™. The whole Synchronization tab contains a step-by-step process for monitoring and managing these procedures on our integration portal.

The last sync date can be changed to the preferred one with a button click. The GUMU™ integration user interface is customizable; thus, the last sync date can be changed using a button click by users as they may want. This date is used as a filter in the integration for fetching and synchronizing data from/ between source and target systems. In case you click on the play icon; all products which belong to the last sync date from Sage Intacct are going to get synchronized with Magento.

GUMU™ allows User to execute the process manually or set schedules for automatic execution at certain intervals. For more details on Scheduling, please refer our below blog.
Automate CRM-ERP Sync: Scheduling in GUMU™

More details about the product are available on our website. We hope you find this blog resourceful and helpful. Please get in touch with us at gumucloud@greytrix.com.