{"id":5175,"date":"2019-10-07T09:17:15","date_gmt":"2019-10-07T09:17:15","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=5175"},"modified":"2020-01-28T09:00:48","modified_gmt":"2020-01-28T09:00:48","slug":"setting-up-sage-x3-integration-in-gumu-new-pure-lightning-interface","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/10\/07\/setting-up-sage-x3-integration-in-gumu-new-pure-lightning-interface\/","title":{"rendered":"Setting up the Sage X3 Integration in GUMU\u2019s New Lightning Interface"},"content":{"rendered":"\n<p>This blog highlights the instructions to create a new Integration with Sage X3 ERP using <a rel=\"noreferrer noopener\" aria-label=\"GUMU&#x2122; (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\" target=\"_blank\">GUMU&#x2122;<\/a> new interface in Salesforce Lightning Mode. <\/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>Follow the below steps in order to create a new configuration in Salesforce Lightning using  GUMU&#x2122;:-<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on \u201c<strong>App launcher<\/strong>\u201d \u2192 \u201d<strong>GUMU setting<\/strong>\u201d tab \u2192 \u201d<strong>Configuration<\/strong>\u201d.<\/li><\/ul>\n\n\n\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><font size=\"2\"><center><i>GUMU Settings Integration Configuration<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on \u201c<strong>New Integration<\/strong>\u201d <\/li><\/ul>\n\n\n\n<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><font size=\"2\"><center><i>GUMU Configuration<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>In the popup, select the \u201cSage X3\u201d ERP system name from the drop down menu. Click on \u201c<strong>Next<\/strong>\u201d. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/10\/3_ERP-System-Selection-for-Sage-X3.png\" 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\/10\/3_ERP-System-Selection-for-Sage-X3.png\" alt=\"New Sage X3 Integration\"><\/a><\/center><font size=\"2\"><center><i>New Sage X3 Integration<\/i><\/center><\/font>\nFill-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>Pool Name<\/strong>: Provide pool name of X3 ERP to be used for integration.<\/li>\n            <li><strong>Pool Username<\/strong>: Provide the username setup for accessing X3 ERP data through pool.<\/li>\n            <li><strong>Pool Password<\/strong>: Provide the password setup for accessing X3 ERP data through pool.<\/li>\n\t\t\t<li><strong>X3 Folder Name<\/strong>: Provide the folder name of the Sage X3 ERP system that needs to be integrated with Salesforce.<\/li>\n\t\t\t<li><strong>Language<\/strong>: Provide the language that has been setup in the Sage X3 folder specified above.<\/li>\n\t\t\t<li><strong>Version<\/strong>: Provide the version of the Sage X3 ERP system.<\/li>\n        <\/ul>\n<br>\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/10\/4_ERP-Details-for-Sage-X3.png\" 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\/10\/4_ERP-Details-for-Sage-X3.png\" alt=\"Sage X3 ERP Details\"> <\/a><\/center><font size=\"2\"><center><i>Sage X3 ERP Details<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Once all the details are entered, click on <strong>\u201cTest Connection\u201d<\/strong> to check if connection is being established.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/10\/5_Test-Connection-for-Sage-X3.png\" 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\/10\/5_Test-Connection-for-Sage-X3.png\" alt=\"Test Connection\"><\/a><\/center><font size=\"2\"><center><i>Test Sage X3 Integration<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>If the connection is successfully established, click <strong>\u201cSave\u201d<\/strong>.<\/li><\/ul>\n\n\n\n<p>For more information on Salesforce \u2013 Sage X3 integration, <a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (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 rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\">Salesforce AppExchange<\/a><\/p>\n\n\n\n<p style=\"text-align: justify\"><b>About Us<\/b><\/br>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> \u2013 a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG 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.<br><br> Greytrix has some unique solutions for Cloud CRM such as <a href=\"\">Salesforce Sage integration<\/a> for <a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/integration\/\">Sage X3<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-100-integration\/\">Sage 100<\/a> and <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-300-integration\/\">Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Salesforce customization and development services<\/a> along with services such as Salesforce <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/data-migration-support\/\">Data Migration<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Integrated App development<\/a>, Custom App development and Technical Support business partners and end users. Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU&#x2122; integration for Sage ERP \u2013 Salesforce is a 5-star rated app listed on <a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<br> The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.<br><br> For more information on our Salesforce products and services, contact us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\n<p><strong>Related Posts<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/24\/promote-salesforce-account-to-sage-x3-customer-using-gumu-lightning-version\/\" target=\"_blank\">Promote Salesforce Account to Sage X3 Customer using GUMU&#x2122; lightning version<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/10\/gumu-features-security-matrix-in-salesforce-lightning-interface\/\">GUMU&#x2122; Features \u2013 Security Matrix in Salesforce Lightning Interface<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/08\/28\/gumu-salesforce-tricks-tips-understanding-and-debugging-the-import-log-for-errors-in-salesforce\/\">GUMU&#x2122; Salesforce Tricks &amp; Tips \u2013 Understanding and Debugging the Import Log for Errors in Salesforce<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>This blog highlights the instructions to create a new Integration with Sage X3 ERP using GUMU&#x2122; 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 Follow the\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/10\/07\/setting-up-sage-x3-integration-in-gumu-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":[159,169,678,187,363,364,367,374,400,683,684,716,462,463],"class_list":["post-5175","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-gumu-sf-integration","tag-gumusfsageerpx3","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-x3","tag-sageem","tag-sagex3","tag-salesforce","tag-salesforce-sage-x3","tag-salesforce-integration-with-sage","tag-salesforce-lightning-and-sagex3-integration","tag-salesforce-lightning-sagex3-integration","tag-salesforce-sage-integration","tag-sfdc-with-sage-em-integration","tag-sfdc-with-sage-x3-integration"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5175","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=5175"}],"version-history":[{"count":7,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5175\/revisions"}],"predecessor-version":[{"id":5434,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5175\/revisions\/5434"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=5175"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=5175"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=5175"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}