Tag Archives: GUMUSFSageERPX3

GUMU™ Salesforce Tricks & Tips – Scheduling Import Routines in GUMU™ Lighting Interface

In our previous blog for Import Routine we discussed about “How to Import Data from Sage (Sage 100, Sage 300, Sage X3) to Salesforce” using the Salesforce Classic Interface, but in this blog we will be discussing the usage of same after inclusion of the Salesforce Lightning Component update in GUMU™. Kindly follow the steps… Read More »

GUMU™ Features – Sage ERP Data Preview

To improve the overall user experience in our GUMU™ integration, we have introduced a new “Salesforce – ERP Data Preview” feature. This feature will provide user the ability to preview & validate the ERP data prior to it being imported in Salesforce CRM. Kindly follow the below steps in order to preview the ERP data… Read More »

Promote Sales Order from SF to Sage X3 ERP through GUMU™ using Salesforce Lightning Components

Our product GUMU™ Integration is well known for real-time bi-directional link which syncs data from Salesforce to Sage ERP and vice versa. Using GUMU™ user can promote Sales Order from Salesforce to Sage ERP as well as import the data from Sage ERP to Salesforce. Also, now GUMU™ Integration is Salesforce lightning ready. In this blog,… Read More »

Create Entity in GUMU™ SAGE X3 Integration – Lightning Interface

In this blog, we will discuss how user can create a new Entity (for use in the import routine) in Salesforce using new lightning interface of GUMU™ & Sage X3 Web service API method. The prerequisite of any integration is to map the data between the two systems. GUMU™, reads the table schema using Sage… Read More »

Setting up the Sage X3 Integration in GUMU’s New Lightning Interface

This blog highlights the instructions to create a new Integration with Sage X3 ERP using GUMU™ new interface in Salesforce Lightning Mode. PREREQUISITES:- LIGHTNING MODE IS ENABLEDLogin into Salesforce and click “Switch to Lightning Experience”GUMU PRODUCT IS INSTALLEDClick on SetupIn Quick Find, type “Installed Packages”Check if “GUMU Integration” is listed.CONFIGURE REMOTE SITE SETTINGS Follow the… Read More »

Promote Salesforce Account to Sage X3 Customer using GUMU™ lightning version

In this blog, we will be discussing one of the key features of GUMU™ Integration using the new Lightning interface. You can promote an already existing “Account” in Salesforce CRM, as a “Customer” in Sage X3 ERP. Note: It is mandatory to synchronize some required entities such as Category, Currency, Language, Payment Terms and Tax Rules before promoting a customer to… Read More »

GUMU™ Features – Security Matrix in Salesforce Lightning Interface

With GUMU™ Integration you can have better control of the way data is managed/shared in your organization. The Security Matrix of GUMU™ integration allows you to give access rights to various GUMU™ features like Administration, Promote Customer/Accounts, Sales Order and Real-time Customer Details. These rights are provided to individual User or to a specific User… Read More »

GUMU™ Salesforce Tricks & Tips – Understanding and Debugging the Import Log for Errors in Salesforce

In our previous Import blog, we explained how user can use GUMU™ import functionality to get records in Salesforce from Sage system. In this blog, we will explain how the user can view the status of Import routine of (any) entity and debug the information provided in the log to troubleshoot any issue related, by… Read More »

GUMU™ Salesforce Tricks & Tips – SSL Certificate Error

In this blog we will discuss the error that the users encounter while testing the connection from the respective Salesforce Org to their Sage ERP system while clicking the “Test Connection” button on the Configuration Module. The same error can be encountered when you try to access the real-time functionalities like “ERP Customer Details” or… Read More »