Tag Archives: salesforce + sage 300

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 »

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 »

Primary Contact Promotion from Salesforce to Sage 300 Cloud Using Salesforce Lightning Version

This blog post will dive into the topic of Primary Contact promotion from Salesforce to Sage 300 Cloud ERP using GUMU™ Integration within the Salesforce Lightning platform, providing a comprehensive guide for users. In our GUMU™ Integration, we have integrated AR Customer, Contact, and Sales Order along with their related entities. This information synchronizes between… Read More »

Updated PDF Format of Customer Transactions from Sage 300C for faster response from GUMU™ Real-Time Inquiry – Part 2

In continuation to our previous blog, we have introduced Updated PDF Format to the feature wherein the Salesforce user can download the Sage Customer Transaction in PDF file while in the field and attending the customers need. We have further enhanced the functionality and now created the PDF that appear in the specific Sage format.… 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 AR-Invoice from Salesforce to Sage 300 Cloud Using Salesforce Classic Version

In this blog, we will discuss how a user can Promote AR-Invoice to various ledger accounts using Distribution Code from Salesforce to Sage 300 Cloud ERP using GUMU™ Integration from Salesforce Classic Version. Before we start with the process let’s discuss Distribution Code in General:- About Distribution Codes: A distribution code is a name for… 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 »

Promote Quote from Salesforce to Sage 300 using GUMU™ Integration

In this blog, we will discuss how the user can Promote Quote from Salesforce to Sage 300 ERP by using GUMU™. Our product GUMU™ Integration is well known for the real-time, bi-directional sync of data between Salesforce to Sage ERP. Using GUMU™ users can promote Invoices from Salesforce to Sage ERP as well as import the data… Read More »