{"id":4614,"date":"2019-07-06T09:44:38","date_gmt":"2019-07-06T09:44:38","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=4614"},"modified":"2020-12-14T13:40:28","modified_gmt":"2020-12-14T13:40:28","slug":"setting-up-the-sage-300-integration-in-gumus-new-pure-lightning-interface","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/07\/06\/setting-up-the-sage-300-integration-in-gumus-new-pure-lightning-interface\/","title":{"rendered":"Setting up the Sage 300 Integration in GUMU&#8217;s New Pure Lightning Interface"},"content":{"rendered":"\n<p>This blog highlights the instructions to create a new <a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/gumu-300-salesforce-integration\">Salesforce Sage 300 Integration<\/a> (Accpac) using GUMU<sup>TM <\/sup> new interface in Salesforce Lightning Mode. <br><\/p>\n\n\n\n<pre class=\"wp-block-preformatted\"> PREREQUISITES:- \n<ul><li style=\"font-size:11px\" ;=\"\">LIGHTNING MODE IS ENABLED<ul><li style=\"font-size:10px\" ;=\"\">Login into Salesforce and click \u201cSwitch to Lightning Experience\u201d<\/li><\/ul><\/li><li style=\"font-size:11px\" ;=\"\">GUMU PRODUCT IS INSTALLED<ul><li style=\"font-size:11px\" ;=\"\">Click on Setup<\/li><li style=\"font-size:11px\" ;=\"\">In Quick Find, type \u201cInstalled Packages\u201d<\/li><li style=\"font-size:10px\" ;=\"\">Check if \u201cGUMU Integration\u201d is listed.<\/li><\/ul><\/li><li style=\"font-size:11px\" ;=\"\">CONFIGURE <a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2018\/02\/28\/adding-remote-site-for-gumu-sage-erp-integration-for-salesforce\/\" target=\"_blank\" rel=\"noopener noreferrer\">REMOTE SITE SETTINGS<\/a><\/li><\/ul><\/pre>\n\n\n\n<p>STEPS:-<\/p>\n\n\n\n<ul>\n    <li>Click on \u201cApp Launcher\u201d \u2192 \u201cGUMU Settings\u201d tab \u2192 \u201cConfiguration\u201d tab.<\/li>\n<br>\n    <center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/05\/1-AppManager.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/05\/1-AppManager.jpg\" alt=\"App Manager\"><\/a><\/center>\n<br>\n    <li>Click on \u201cNew Integration\u201d Button on the top right corner. <\/li>\n<br>\n\t<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/05\/2-GUMUConfiguration.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/05\/2-GUMUConfiguration.jpg\" alt=\"GUMU&#x2122; Configuration\"><\/a><\/center>\n<br>\n    <li>In the popup, select Sage 300 from the drop-down menu. Click \u201cNext\u201d.<\/li>\n<br>\n\t<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/05\/3-NewIntegration.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/05\/3-NewIntegration.jpg\" alt=\"New Sage 100 Integration\"><\/a><\/center>\n<br>\n    <li>Fill-up the fields based on the following:-\n        <ul>\n            <li><strong>Web Service URL<\/strong>: Enter the web service URL in the field provided.<\/li>\n            <li><strong>Name<\/strong>: Provide an appropriate name for the configuration. The name should be unique.<\/li>\n            <li><strong>Synchronization<\/strong>: Synchronization signifies the direction of the sync. It can be classified as:\n                <ul>\n                    <li>Salesforce to ERP: Syncs data from Salesforce to ERP.Salesforce is set to be the <strong>Master<\/strong><\/li>\n                    <li>ERP to Salesforce: Syncs data from ERP to Salesforce. Sage is set to be the <strong>Master<\/strong><\/li>\n                    <li>Both: Bidirectional sync. Latest data update in any System is the <strong>Master<\/strong><\/li>\n                <\/ul>\n            <\/li>\n            <li><strong>Default<\/strong>: If selected, the configuration becomes default integration for all the corresponding pages. This is helpful if you don&#8217;t want the user to always remember to select the integration.<\/li>\n            <li><strong>Inactive<\/strong>: If selected, the configuration becomes inactive.<\/li>\n            <li><strong>Company Code<\/strong>: Provide company name of ERP for integration.<\/li>\n            <li><strong>Username<\/strong>: Provide the username of ERP System.<\/li>\n            <li><strong>Password<\/strong>: Provide the password of ERP system.<\/li>\n        <\/ul>\n<br>\n\t\t<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/05\/4-ERPDetails.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/05\/4-ERPDetails.jpg\" alt=\"Sage 100 ERP Details\"> <\/a><\/center>\n<br>\n    <\/li>\n    <li>Click \u201cTest Connection\u201d to check if connection is being established<\/li>\n<br>\n\t<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/05\/5-TestConnection.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/05\/5-TestConnection.jpg\" alt=\"Test Connection\"><\/a><\/center>\n<br>\n    <li> If the connection is successfully established, click \u201cSave\u201d. <\/li>\n<\/ul>\n\n\n\n<p>For more information on Salesforce \u2013 Sage 300 integration, <a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/gumu-300-salesforce-integration\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"read more on our website (opens in a new tab)\">read more on our website<\/a> or write to us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a> for Brochure and Full Product Demo.<\/p>\n\n\n\n<p>Experience the new version of GUMU&#x2122; integration for Salesforce with various Sage system, readily available on <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a><\/p>\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br><a href=\"https:\/\/www.greytrix.com\" target=\"_blank\" rel=\"noopener noreferrer\">Greytrix<\/a> as 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 offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\" target=\"_blank\" rel=\"noopener noreferrer\">Greytrix<\/a>&nbsp;has some unique solutions for Cloud CRM such as Salesforce integration with&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\" target=\"_blank\" rel=\"noopener noreferrer\">Sage Enterprise Management (Sage X3)<\/a>,&nbsp;Sage Intacct, <a href=\"https:\/\/www.greytrix.com\/product\/sage-100-erp\/gumu-100-salesforce-integration\" target=\"_blank\" rel=\"noopener noreferrer\">Sage 100<\/a> and&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/gumu-300-salesforce-integration\" target=\"_blank\" rel=\"noopener noreferrer\">Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/salesforce-com\" target=\"_blank\" rel=\"noopener noreferrer\">Salesforce customization and development services<\/a> along with services such as Salesforce <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/data-migration-services\" target=\"_blank\" rel=\"noopener noreferrer\">Data Migration<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/integrated-application-development\" target=\"_blank\" rel=\"noopener noreferrer\">Integrated App development<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/custom-development\" target=\"_blank\" rel=\"noopener noreferrer\">Custom App development<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/maintenance-support\" target=\"_blank\" rel=\"noopener noreferrer\">Technical Support<\/a> to business partners and end users.<\/p>\n<p>Greytrix GUMU&#x2122; integration for Sage ERP \u2013 Salesforce is a 5-star app listed on <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener noreferrer\">Salesforce AppExchange<\/a>.<\/p>\n<p>For more information, please contact us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>","protected":false},"excerpt":{"rendered":"<p>This blog highlights the instructions to create a new Salesforce Sage 300 Integration (Accpac) using GUMUTM new interface in Salesforce Lightning Mode. PREREQUISITES:- LIGHTNING MODE IS ENABLEDLogin into Salesforce and click \u201cSwitch to Lightning Experience\u201dGUMU PRODUCT IS INSTALLEDClick on SetupIn Quick Find, type \u201cInstalled Packages\u201dCheck if \u201cGUMU Integration\u201d is listed.CONFIGURE REMOTE SITE SETTINGS STEPS:- Click\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/07\/06\/setting-up-the-sage-300-integration-in-gumus-new-pure-lightning-interface\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[153,158,670,675,668,327,362,672,669,677,676,671,673,1013,425,674],"class_list":["post-4614","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-gumu","tag-gumu-settings","tag-gumu-sf-lightning-sage300","tag-gumu-to-sf-lightning-integration","tag-integrate-salesforce-lightning-with-sage-300","tag-sage-300-erp","tag-sage300","tag-sage300-salesforce","tag-sage300-sf","tag-salesforce-lightning","tag-salesforce-lightning-sage300-integration","tag-salesforce-lightning-and-sage-300-integration","tag-salesforce-lightning-integration-with-sage-300","tag-salesforce-sage-300-integration-2","tag-salesforce-with-sage-300-integration","tag-salesforce-sage300"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/4614","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=4614"}],"version-history":[{"count":43,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/4614\/revisions"}],"predecessor-version":[{"id":5898,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/4614\/revisions\/5898"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=4614"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=4614"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=4614"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}