{"id":3165,"date":"2018-05-22T09:56:52","date_gmt":"2018-05-22T09:56:52","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/salesforce\/?p=3165"},"modified":"2025-06-12T10:28:03","modified_gmt":"2025-06-12T10:28:03","slug":"create-entity-in-gumu-sage-erp-300-integration-for-salesforce","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2018\/05\/22\/create-entity-in-gumu-sage-erp-300-integration-for-salesforce\/","title":{"rendered":"Create Entity in GUMU™ SAGE ERP 300 Integration for Salesforce"},"content":{"rendered":"

The pre-requisite of any integration is to map the data between the two systems. Our GUMU™ link reads the table schema using Sage 300 services and enables a user to see all schema information like field name, filed label, data type and default values of fields at the click of a button.<\/p>\n

Let\u2019s walk you through the process of creating a new entity and get the real-time schema of ERP object.<\/p>\n

Once you have installed the GUMU™ integration<\/a> product in your Salesforce organization follow the below steps:<\/p>\n

– > Login to Salesforce
\n– > Go to App Menu and select \u201cGUMU Setting\u201d App.
\n– > Click on \u201cEntity Setting\u201d menu<\/p>\n

\"Create<\/a>

Create new entity<\/p><\/div>\n

– > You can view entity list as shown in above screen.
\n– > You can create a new entity clicking on \u201cNew Entity\u201d button.<\/p>\n

\"Configure<\/a>

Configure Entity<\/p><\/div>\n

– > Enter the respective information in the fields. API Method name should exactly match with the existing web service name in the Sage ERP 300 system that is being integrated.
\n– > If the entity to be created needs to be fetched based on the list coming from another API method, then select the parent entity (list entity) for the detail entity
\n– > Click on \u201cRefresh fields\u201d button to get schema details of ERP object and Save the schema.
\n– > Also, you can define primary key for Entity by selecting fields from list as shown in below screen.<\/p>\n

\"Set<\/a>

Set Primary Key<\/p><\/div>\n

– > If you want to assign a composite key (combination of more than one field as the primary key) to the entity, you can add multiple rows under the Primary Key tab.
\n– > If you happen to add a primary key by mistake, you can simply check the field and hit \u201cRemove\u201d button.
\n– > Once configuration is done click on save button to save entity.<\/p>\n

\"Entity<\/a>

Entity screen<\/p><\/div>\n

And here you have your entity created and ready for integration.<\/p>\n

About Us<\/strong><\/span>
\nGreytrix<\/a> is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customization\u2019s, data migration, system integrations, third-party add-on development and implementation expertise.<\/p>\n

Greytrix<\/a> has some unique solutions for Cloud CRM such as Salesforce integration with Sage X3<\/a>, Sage 100<\/a> and Sage 300<\/a>. We also offer best-in-class Cloud CRM Salesforce customization and development services<\/a> to business partners and end users. Greytrix<\/a> has some unique solutions for On-Premise CRM such as Sage CRM integration with Sage X3<\/a>, Sage 100<\/a>, Sage 300<\/a>, Sage Intacct<\/a> and Sage 50<\/a>. We also offer best-in-class On-Premise Sage CRM customization and development services<\/a> to business partners and end users.<\/p>\n

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

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