In this blog, we will be discussing the benefits of using the “Segregation based on Type of Import routine” to streamline data management processes and improve overall workflow. The type filter is (can be) applied to the standard (or Custom) import routines defined in the GUMU™ integration for bringing in the data from Sage system.… Read More »
AI and automation are taking the business world by storm! If you, too, are looking to give your business a full-blown digital transformation, you ought to get the best hands at work. And for Salesforce Sage Intacct Integration, no one does it like GUMU™! Greytrix presents unmatched skill and industry expertise to custom configure this… Read More »
In our GUMU™ integration, we have Salesperson Mapping functionality for linking Salesforce users with Sage X3 Salesperson. This functionality integrates the Account Owner field in Salesforce with the “Sales Rep” field in Sage X3. Assigning Sale Rep in Sage X3 for Customers: Click on the “Common Data” section in Sage X3. Click on “Customers”. Select the customer to whom you want to… Read More »
In this blog, we will be discussing on one of the key features of GUMU™ Integration using the new Lightning interface on how you can promote Account as Customer which is already existing Salesforce CRM as “Account” as a “Customer” in Sage Intacct ERP. Note: It is mandatory to synchronize Location Entities before promoting a… Read More »
In this blog, we will discuss on showing additional (related) Sage X3 data from any entity that has a table linked to records from other tables. The information presented here will assist users in configuring the Data Page. For instance, it explains how to access data related to customers from different tables within the Customer… Read More »
In this blog, we will discuss how the user can Promote order using the Quote to Order Flow feature in Lightning using GUMU™. Previously, we used GUMU™ Integration’s Sales Order tab to handle Sales Order promotion in Salesforce. However, with this new feature, users can promote the order directly from the Salesforce Standard Orders tab.… Read More »
In continuation of our previous blog, we have enhanced the functionality in the latest release of GUMU™ and given the User control and liberty to change the format as per their business needs through User Controlled PDF format. This feature enables Salesforce users to conveniently download Sage Customer Transaction details in the form of a… Read More »
In this blog, we will discuss how a user can set default address code in configuration settings for Sage X3 in Salesforce using GUMU™. This blog is in continuation to our previous blog, where we explained how a user can promote the Shipping Address as Default Address from Salesforce to Sage X3 using GUMU Lightning… Read More »
This blog post will dive into the topic of Primary Contact promotion from Salesforce to Sage 300 Cloud ERP using GUMU™ Integration within the Salesforce Lightning platform, providing a comprehensive guide for users. In our GUMU™ Integration, we have integrated AR Customer, Contact, and Sales Order along with their related entities. This information synchronizes between… Read More »
In continuation to our previous blog, we have introduced Updated PDF Format to the feature wherein the Salesforce user can download the Sage Customer Transaction in PDF file while in the field and attending the customers need. We have further enhanced the functionality and now created the PDF that appear in the specific Sage format.… Read More »