In this blog, we will discuss one of the key features (view Promoted Accounts) of GUMU™ Integration using the new Lightning interface. This feature allows you to view existing Promoted Salesforce “Accounts” as “Customers” in the Sage Intacct ERP. View Promoted Accounts To use this feature and synchronize data with Sage Intacct, follow these steps:… Read More »
In this blog post, we will guide you through the steps to resolve the Xena Flag issue encountered while promoting the Customer with a shipping address from Salesforce to the Sage X3 ERP system. Generally this error occurs while attempting to promote a Customer with the shipping address from Salesforce to the Sage X3 ERP… Read More »
In this blog, we will guide you through the process of setting up volume based discount pricing for Sales Order products in Sage 300C and manage pricing structures when adding products to transactional records. Previously, GUMU™ Integration (for Sage 300c) only supported standard pricing. This is since Sage hasn’t released a webservice for consuimg and… Read More »
In this blog post, we will delve into the process of seamlessly promote Orders from Salesforce to Acumatica through the powerful GUMU™ Integration. Discover how this integration empowers businesses to effortlessly synchronize and promote Orders from Salesforce to Acumatica, optimizing workflows and boosting operational efficiency. Promote Orders from Salesforce to Acumatica Acumatica Setup Note To… Read More »
Discover how businesses can seamlessly Promote Accounts from Salesforce to Acumatica using GUMU™ configuration. Explore the efficiency of the ‘Send Dunning Letters by Email’ feature and grasp the importance of Customer Class in the account promotion process. Introducing Acumatica’s ‘Send Dunning Letters by Email’ feature with GUMU™ Configuration A dunning email is a message sent… Read More »
Salesforce system integration with Acumatica is crucial for streamlining operations and maximizing efficiency. GUMU™ stands at the forefront of this integration, offering a seamless flow of data and functionalities between the two platforms. In this blog, we’ll delve into the core features of GUMU’s integration and explore how they enhance the collaboration between Salesforce CRM… Read More »
In this blog post, we will be focusing on how to import Product Options in Salesforce from Sage 300C ERP. Relationships play a crucial role in preserving data integrity by linking associated records and facilitating streamlined data access and retrieval. Note: Entity Setting, Entity mapping / Import, should be created for Product, Features, and Product… Read More »
Gone are the days of businesses manually managing their data, customers, and finances in cumbersome files. With technology taking over the world, businesses are also embracing a more efficient approach to operating through automation. And that’s where the robust integration solutions come into the picture!Salesforce Sage Intacct Integration is one such solution meticulously designed to… Read More »
Is your sales team equipped to provide instant solutions to customers’ queries? If not, then your operations need a fast-paced and adaptive approach, just as the market demands. And the road to that journey begins with streamlining your sales and marketing processes. Now that we are talking about optimizing business operations, Acumatica — Salesforce integration… Read More »
Salesforce State and Country Territory Picklist feature helps keep data clean and offers faster and easier data entry. Salesforce on the other hand plays a crucial role in the management of customer relationships, and ensuring a smooth integration with ERP systems relies heavily on effective record ownership. However, the inclusion of the State and Country/Territory Picklist adds an… Read More »
