Tag Archives: Salesforce Connector for Sage ERP

Bulk Post Order from Salesforce to Sage Intacct

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 »

Bulk Account Promotion from Salesforce to Sage Intacct

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 »

Promote Salesforce Contact to Sage Intacct Customer Contact

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 »

How to fix the error “NBADR is greater than the number of lines” while editing a Sage X3 record from Salesforce to Sage X3 through GUMU™ ?

In this blog, we will discuss how we can fix “the value of NBADR is greater than the number of lines” error while editing a Sage X3 record from Salesforce to Sage X3 through GUMU™. For this blog we will be taking an example of an account field to be edited and saved which should… Read More »

GUMU™ New Feature – Functional Description for Import Routines

In this blog, we learn the use of the newly added GUMU™ Feature of Description for Import routines column and Field in the Import Mapping tab. The description field can be useful for documenting specific characteristics or functionalities of the entity, such as providing additional information or details about the entity being mapped Sage 100,… Read More »

GUMU™ Features – Segregation based on Type of Import routine

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 »

Salesperson Mapping Functionality in GUMU™ for Salesforce – Sage X3 ERP Integration

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 »

GUMU™ Tricks & Tips – Showing Additional (Related) Sage X3 Data on GUMU™ real-time screen

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 »

GUMU™ Features – Promote Order using the Quote to Order Flow

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 »