Tag Archives: salesforce integration with sage

GUMU™ Salesforce Tricks & Tips – User Controlled PDF Format of Customer Transactions on GUMU™ Real-Time Inquiry from Sage X3

In continuation of our previous blog, we have enhanced the functionality in the latest release of GUMU™ and given the User control and liberty to change the format as per their business needs through User Controlled PDF format. This feature enables Salesforce users to conveniently download Sage Customer Transaction details in the form of a… Read More »

GUMU™ – A Game Changer in Salesforce – Sage ERP Integration

What makes GUMU™ the best integrator? Salesforce is the most trusted customer relationship management (CRM) platform in today’s world of CRM & ERP. It’s a prime CRM platform that assists businesses in unifying diverse processes like marketing, sales, commerce, and services to provide unparalleled client experiences. So, are you a Salesforce user and haven’t integrated… Read More »

How to Promote Quote from Salesforce to Sage Intacct Integration using GUMU™ lightning version

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 »

New GUMU Chain Next Functionality for Entity Mapping/Import in GUMU™ Settings for Integration

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 »

HOW TO SOLVE ERROR “Duplicate Import routine found on Order object, Please select Master Import Routine”

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. Error Screenshot App Launcher Click on GUMU Settings Go To GUMU Settings Click on Entity Import Routine Click on Edit Click On Master Checkbox Click On Save Order Promoted Successfully… Read More »

Quote To Order Conversion on a Single button click in Salesforce with GUMU™

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 »

Promoting Opportunities as AR Invoices in Sage Intacct through GUMU™

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 »