{"id":5497,"date":"2024-07-31T09:09:28","date_gmt":"2024-07-31T09:09:28","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagemas\/?p=5497"},"modified":"2025-05-28T07:11:02","modified_gmt":"2025-05-28T07:11:02","slug":"understanding-gumu-workflow-for-ftp-sftp-and-sage-intacct-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2024\/07\/31\/understanding-gumu-workflow-for-ftp-sftp-and-sage-intacct-integration\/","title":{"rendered":"Understanding GUMU&#x2122; Workflow for FTP\/SFTP and Sage Intacct Integration"},"content":{"rendered":"\n<p>In this blog, we&#8217;ll take a closer look at the automation process Greytrix has developed and how it helps businesses. ERP systems often use automation for data entry and reporting. This lets companies cut down on manual data entry, which takes a lot of time and can lead to mistakes.<\/p>\n\n\n\n<p>Integrating data into your ERP is critical for saving time. Greytrix has created a robust solution that allows users to automate the entry of entities such as Customers, Invoices, Payments, AR Payments, and Bills, into Sage Intacct. This integration supports importing data from various file formats, including CSV, Excel, text, and XML files.<\/p>\n\n\n\n<p>Now we\u2019ll discuss into the working and the core features of GUMU\u2019s integration and explore how data between these two applications is integrated.<br><br><strong><u>Integration Touch Points:<\/u><\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Customers and Contacts are synced between FTP\/SFTP and Sage Intacct.<\/li>\n\n\n\n<li>Vendors from FTP\/SFTP To Sage Intacct<\/li>\n\n\n\n<li>General Ledger from FTP\/SFTP To Sage Intacct.<\/li>\n\n\n\n<li>AP BILLS from FTP\/SFTP To Sage Intacct.<\/li>\n\n\n\n<li>Sales Invoice from FTP\/SFTP To Sage Intacct.<\/li>\n\n\n\n<li>Purchase Order from FTP\/SFTP To Sage Intacct.<\/li>\n\n\n\n<li>AP BILL Payment from Sage Intacct To FTP\/SFTP.<\/li>\n\n\n\n<li>Customers from Sage Intacct To FTP\/SFTP.<\/li>\n\n\n\n<li>Inventory from Sage Intacct To FTP\/SFTP.<\/li>\n<\/ul>\n\n\n\n<p><strong><u>Integrating FTP\/SFTP and Sage Intacct \u2013 Configuration<br><\/u><\/strong>GUMU&#x2122; simplifies the integration process by integrating FTP\/SFTP and Sage Intacct providing easy-to-use configuration user interface. Users can define synchronization rules and set up data automatic data execution workflows effortlessly.<\/p>\n\n\n\n<p>Users subscribed to GUMU&#x2122; can access the GUMU&#x2122; portal to configure the necessary connections for FTP\/SFTP and Sage Intacct. This setup ensures smooth communication between the two applications. Please refer to below link for registering the GUMU&#x2122; account.<br><a href=\"https:\/\/docs.greytrix.com\/gumu-sage-intacct-ftp-sftp-integration\/user-subscription\/registration-process\">GUMU&#x2122; Account Registration Process.<\/a><br><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image1.png\"><img fetchpriority=\"high\" decoding=\"async\" width=\"491\" height=\"382\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image1.png\" alt=\"\" class=\"wp-image-5509\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image1.png 491w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image1-300x233.png 300w\" sizes=\"(max-width: 491px) 100vw, 491px\" \/><\/a><\/figure><\/div>\n\n\n<p><strong><em><u>FTP\/SFTP Configuration<\/u><\/em><\/strong><br>User need to set up the FTP\/SFTP connection within the GUMU&#x2122; portal. Below are the connection details required to be filled for the connector to authenticate the FTP\/SFTP connection.<\/p>\n\n\n\n<p><strong>FTP URL:<\/strong> FTP\/SFTP host URL needs to configure the Integration.<br><strong>FTP Directory: <\/strong>The main root directory for placing the files.<br><strong>FTP Type:<\/strong> FTP\/SFTP type (FTP or SFTP)<br><strong>FTP Port:&nbsp; <\/strong>Based on FTP type (e.g. 22 for SFTP \/21 for FTP)<br><strong>User Id:<\/strong> FTP\/SFTP server username<br><strong>Password:<\/strong> FTP\/SFTP server password.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image2-920x1024.png\"><img decoding=\"async\" width=\"920\" height=\"1024\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image2-920x1024.png\" alt=\"\" class=\"wp-image-5511\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image2-920x1024.png 920w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image2-270x300.png 270w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image2-768x855.png 768w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image2-660x735.png 660w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image2.png 991w\" sizes=\"(max-width: 920px) 100vw, 920px\" \/><\/a><\/figure>\n\n\n\n<p><strong><em><u>Sage Intacct Configuration<\/u><\/em><\/strong><br><strong>Web Service URL:<\/strong> The Web Service URL would be like as below.<br>E.g. https:\/\/api.intacct.com<br><strong>Company ID:<\/strong> Enter your Sage Intacct Company Code<br><strong>Sender User ID: <\/strong>Sage Intacct&nbsp; Sender USER ID.<br><strong>Sender Password:<\/strong> Sage Intacct&nbsp; Sender Password<br><strong>User ID: <\/strong>Sage Intacct USER ID.<br><strong>Password:<\/strong> Sage Intacct Password to which the connection needs to be made.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image3-888x1024.png\"><img decoding=\"async\" width=\"888\" height=\"1024\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image3-888x1024.png\" alt=\"\" class=\"wp-image-5512\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image3-888x1024.png 888w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image3-260x300.png 260w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image3-768x885.png 768w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image3-660x761.png 660w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image3.png 1047w\" sizes=\"(max-width: 888px) 100vw, 888px\" \/><\/a><\/figure>\n\n\n\n<p><strong><u>Scheduling or Data Integration process in GUMU.<\/u><\/strong><\/p>\n\n\n\n<p>Once you have successfully completed the test connection for both FTP\/SFTP Server and Sage Intacct system, you can now proceed with the data syncing using the GUMU&#x2122; process. On the integration Portal, user can see the process defined under the integration tab.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image4.png\"><img loading=\"lazy\" decoding=\"async\" width=\"756\" height=\"403\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image4.png\" alt=\"\" class=\"wp-image-5513\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image4.png 756w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image4-300x160.png 300w, https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2024\/07\/Image4-660x352.png 660w\" sizes=\"(max-width: 756px) 100vw, 756px\" \/><\/a><\/figure>\n\n\n\n<p>As the GUMU&#x2122; integration provides the user the option for integrating the data from any specified date by modifying the last sync date and execute the process. The date which will be set as a last sync date the GUMU&#x2122; will read the data from that respective date from your source system and export the data to the target. Referring the above process for Customer Sync, clicking on the play button will export all Customers from the set last sync date from Sage Intacct to FTP\/SFTP server.<\/p>\n\n\n\n<p>Alternately, GUMU&#x2122; integration will also import the data from your ftp\/sftp server to your sage Intacct system based on the process you required by simply clicking the play button. This integration supports importing data from various file formats, including CSV, Excel, text, and XML files.<\/p>\n\n\n\n<p>GUMU&#x2122; 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.<br><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2024\/05\/31\/automate-erp-crm-sync-scheduling-in-gumu\/\">Automate CRM-ERP Sync: Scheduling in GUMU&#x2122;<\/a><strong><u><br><br><\/u><\/strong>More details about the product are available on\u00a0<a href=\"https:\/\/www.greytrix.com\/gumu\/sage-intacct-ftp-sftp-integration\/\" target=\"_blank\" rel=\"noreferrer noopener\">our website<\/a>. We hope you find this blog resourceful and helpful. However, if you still have concerns and need more help, please get in touch with us at\u00a0<a href=\"mailto:gumucloud@greytrix.com\">gumucloud@greytrix.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this blog, we&#8217;ll take a closer look at the automation process Greytrix has developed and how it helps businesses. ERP systems often use automation for data entry and reporting. This lets companies cut down on manual data entry, which takes a lot of time and can lead to mistakes. Integrating data into your ERP\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2024\/07\/31\/understanding-gumu-workflow-for-ftp-sftp-and-sage-intacct-integration\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2,3,4,81,86,90,663,1],"tags":[254,300,318,387],"class_list":["post-5497","post","type-post","status-publish","format-standard","hentry","category-account-receivable","category-accounts-payable","category-accounts-receivable","category-general-ledger","category-gumu-integration","category-integration","category-sage-intacct","category-uncategorized","tag-cloud-integration","tag-gumu-2","tag-integration","tag-sage-100-erp"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>GUMU\u2122 Workflow: FTP\/SFTP &amp; 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Developed by Greytrix, GUMU\u2122 is a powerful integration platform that bridges the gap between your business applications. Whether you\u2019re looking to integrate a CRM (Salesforce, Dynamics 365 CRM, and Sage CRM) or an ERP (Sage ERP, Acumatica) with each other or any other third-party application, GUMU\u2122 is a robust and reliable integrator tailored to your unique needs. Join us as we explore the abilities of GUMU\u2122 and learn how it transforms your integration experience. 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