Tag Archives: Sage ERP Connector with Salesforce

Auto Update the Last Sync Value to Current Date in Entity Mapping/Import tab

Keeping your Salesforce org in sync with your ERP data shouldn’t require manual effort every time. With our GUMU™ Settings App enhancement, users can now automatically update the Last Sync Value for any import routine, making incremental syncs smoother, faster, and more reliable. In the GUMU™ Settings App → Entity Mapping / Import tab, each… Read More »

How to Fix the “Invalid LocationID for Parent Entity null” Error in Salesforce

Integrations between Salesforce and Sage Intacct rely heavily on accurate and consistent Location data across Accounts, Orders, Opportunities, Quotes, and all related line items. When Salesforce sends records with incorrect or mismatched Location values, Sage Intacct may be unable to determine the correct LocationID and Parent Entity, causing the promotion process to fail. One of… Read More »

How to Promote Salesforce Opportunity as a Project in Sage Intacct Using GUMU™ Integration

In this blog, we’ll explore the Project Promotion feature in GUMU™ Salesforce – Sage Intacct Integration a smart way to bridge the gap between sales and project management. With this feature, users can effortlessly convert Salesforce Opportunities into fully configured Sage Intacct Projects with just a single click. This automation eliminates duplicate data entry, minimizes… Read More »

GUMU™ Feature: Experience Quick Product Search on Order Line Items for Salesforce – Intacct  integration

In this blog, we’ll explore the new Quick Product Search (QPS) feature for Order Line Items in GUMU™ Salesforce – Sage Intacct Integration, designed to make product selection faster and more efficient during order creation. The Quick Product Search (QPS) feature enhances productivity by allowing users to find and select products instantly. It provides real-time… Read More »

How to resolve the PROVIDEX Error in Salesforce – Sage 100 ERP GUMU™ Integration

When integrating Salesforce with Sage 100 ERP using the GUMU™ Integration, users may sometimes face an issue during the import routine preview when a date filter (Last Sync Field – DateUpdated) is applied. Instead of showing the required Sage 100 records, the system only displays the total record count. Date Updated Filter This happens due… Read More »

Assign GUMU™ Integration License and Permission Set to a User in Salesforce

After installing the GUMU™ Integration package, granting user access doesn’t have to be a manual, time-consuming task. Instead of configuring individual object, field, or tab permissions, you can quickly assign the GUMU™ license and permission set to any user in just a few steps. This process ensures that users can seamlessly access GUMU™ components such as… Read More »

Sort Sales Orders by Most Recent Date on ERP Real-Time Page in Salesforce for Sage X3

This blog will focus on ensuring sales orders are listed in descending order by Order Date, highlighting the importance of data accuracy  and user experience on real-time ERP interfaces. We’ll walk through the steps to implement this feature, Search Inquiry Sales Order Inquiry screen Note ORDDAT=2 sorts orders by Order Date in descending order. Use… Read More »

Sort Sales Orders by Most Recent Date on ERP Real-Time Page in Salesforce for Sage 100

This blog will focus on ensuring sales orders are listed in descending order by Order Date, highlighting the importance of data accuracy  and user experience on real-time ERP interfaces. We’ll walk through the steps to implement this feature, Search Inquiry Sales Order Inquiry Screen Account Screen Sales Order Real Time Screen Note For Sage 100,… Read More »

Automating Integration Monitoring with Daily Statistics Emails in Salesforce using  GUMU™ Integration

In today’s fast-paced business environments, seamless data integration and transparent reporting are crucial for efficient decision-making and troubleshooting. That’s where the Daily Integration Statistics Email functionality comes in a smart enhancement that automates reporting while keeping key stakeholders informed. What Is the Daily Integration Statistics Email Feature? This feature is designed to automatically send daily… Read More »