{"id":2499,"date":"2017-05-30T08:38:15","date_gmt":"2017-05-30T08:38:15","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/salesforce\/?p=2499"},"modified":"2025-06-12T09:41:36","modified_gmt":"2025-06-12T09:41:36","slug":"syncing-data-from-sage-100-into-salesforce-using-gumu","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2017\/05\/30\/syncing-data-from-sage-100-into-salesforce-using-gumu\/","title":{"rendered":"Syncing data from Sage 100 into Salesforce using GUMU™"},"content":{"rendered":"

Syncing data in our product GUMU™ Sage ERP 100 Integration for Salesforce<\/a>, is a powerful feature and it empowers you with the ability to import any data in Salesforce from Sage ERP 100. The feature provides completely dynamic mapping where you can refresh fields and map ERP field with Salesforce field and can fetch and store data in Salesforce. Not just this, we can set relationship between two objects, we can set filters for particular object, chain to another syncing process. This data can further be leveraged to perform analysis using any Wave analytics, Dashboard reporting and visual charts.<\/p>\n

Please follow the below steps how to create Entity mapping in integration.
\n– > Login to Salesforce.
\n– > Go to App menu and select \u201cGUMU Settings\u201d App from the list.
\n– > Click on \u201cImport Data\u201d menu to view the entity list page
\n– > Entity mapping list page will display the Entity Synchronizations as shown in above screen.<\/p>\n

\"Entity<\/a>

Entity Sync New Mapping<\/p><\/div>\n

You will see \u201cNew Entity Mapping\u201d button. Click on \u201cNew Entity Mapping\u201d button to create a new mapping.<\/p>\n

\"Entity<\/a>

Entity Sync Chain To<\/p><\/div>\n

– > Enter the details in Entity mapping Detail section. The entity mappings are identified by their names and hence the name should be unique for each Entity mapping.
\n– > Enter Salesforce object name as the Target entity.
\n– > Click on Entity look-up to select appropriate Sage ERP 100 entity (e.g.Customer).
\n– > Chain-To is an optional field. You can chain the import of data using this feature. If the syncing is chained, it would trigger the syncing of the next entity in chain once the current import has been executed.
\n– > You can even schedule Entity import to run on a regular basis by configuring the Schedule section.<\/p>\n

\"Entity<\/a>

Entity Sync Scheduler<\/p><\/div>\n

– > Click on \u201cRefresh Fields\u201d and this will bring the list of all the fields in the target entity in the Mapping tab.
\n– > Map the appropriate ERP fields from Source Field list against Salesforce fields.
\n– > You can also provide filter for Entity sync to retrieve records based on specified conditions<\/p>\n

\"Entity<\/a>

Entity Sync Filter<\/p><\/div>\n

– > Click on \u201cAdd Filter Row\u201d button to add filter row. Select source field from list for which you want set filter and add the value for the field.
\n– > Select the Active checkbox for all the filter criteria that you want before saving the Entity Sync.
\n– > You can either deactivate the filter by unchecking the active checkbox or remove the filter by selecting the record and hitting the \u201cRemove Filter Row\u201d button.
\n– > You can set relationship for the Sync, if the target object has a parent in Salesforce (e.g. Account-Contact).<\/p>\n

\"Entity<\/a>

Entity Sync RelationShip<\/p><\/div>\n

– > To add a relationship, click on \u201cAdd Row\u201d button.
\n– > Select target field from the list.
\n– > Select source field from the list.
\n– > Select Parent Object Name from the list of Salesforce Objects (i.e. Account is parent object of Contact object in Salesforce).
\n– > You can remove relationship by selecting the relation record and clicking on \u201cRemove Row\u201d button.
\n– > After setting all the information, click on \u201cSave button\u201d. This will create your Entity Mapping.<\/p>\n

\"Completed<\/a>

Completed Entity Sync Setting<\/p><\/div>\n

About Us<\/strong><\/span>
\nGreytrix<\/a>\u00a0as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners across the globe. We offers Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that requires apex code incorporation into the Salesforce platform.<\/p>\n

Greytrix<\/a>\u00a0has some unique solutions for Cloud CRM such as Salesforce integration with\u00a0Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct, Sage 100\u00a0<\/a>and\u00a0Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM\u00a0Salesforce customization and development services<\/a> along with services such as Salesforce Data Migration<\/a>, Integrated App development<\/a>, Custom App development<\/a> and Technical Support<\/a> to business partners and end users.<\/p>\n

Greytrix GUMU™ integration for Sage ERP \u2013 Salesforce is a 5-star app listed on Salesforce AppExchange<\/a>.<\/p>\n

For more information, please contact us at\u00a0salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n

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