In this blog, we will discuss how the user can use the new feature for Bulk Post Order for posting orders from Salesforce to Sage Intacct ERP in large numbers at once. Using this bulk post Order promotion functionality users can promote multiple orders on a single click. Login to Salesforce. Create a custom lightning… Read More »
In this blog we will discuss how to Bulk Account Promotion works from Salesforce to Sage Intacct system. We have added new functionality to Promote multiple Customers/Accounts in Bulk from Salesforce to Sage Intacct ERP system. Before we proceed further, we first have to save the details of customer before Promotion. You can refer to… Read More »
In this blog, we will discuss how a user can Promote Salesforce Contact to Sage Intacct Customer Contact record in Sage Intacct system using GUMU™ Lightning Interface. We have recently released the Sage Intacct integration to Salesforce and have explained one of the key feature of the integration in this blog. In the Sage Intacct… 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 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 this blog, we will discuss how the user can Promote Quote from Salesforce to Sage Intacct ERP by using GUMU™. Please refer our blog Promote Quote from Salesforce – Sage 100 Integration using GUMU™ lightning version and perform step “Create Quote from Opportunity Layout” as mentioned in blog. Login to Salesforce using the credentials… Read More »
In this blog, we will discuss one of the new key features introduced in GUMU™ Integration in which a user can see the Entity name in the GUMU Chain Next list Field in Entity Mapping/Import tab. Parent Entity and their child entity to Sync data from the Import the Entity Mapping from the Entity Mapping/Import… Read More »
In this blog, we will discuss the “Duplicate Import routine found on order object, Please select master import routine” error GUMU™ for Sales Order Promotion. In GUMU™, if we create two import routines on the same object we get an error called “Duplicate Import routine found on order object, Please select master import routine” error… Read More »
In this blog, we will discuss the Quote to Order feature in Lightning using GUMU™. This feature is introduced mainly to reduce extra efforts required to create Sales Order but also to remove manual/typo errors that could be encountered. Quote To Order To use the Quote to Order flow on a button click follow the… Read More »
In this blog, we will discuss the process of Promoting Opportunities as AR Invoices in Sage Intacct using GUMU™. The GUMU™ Integration for Sage Intacct allows users to promote the “Opportunity as Sales Invoice” and “Opportunity as AR Invoice”. The promotion process makes it easier for users to promote the Opportunity with one click to… Read More »