{"id":5320,"date":"2019-11-26T10:31:43","date_gmt":"2019-11-26T10:31:43","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=5320"},"modified":"2019-12-03T11:26:44","modified_gmt":"2019-12-03T11:26:44","slug":"setting-up-the-sage-300c-version-2019-onwards-integration-in-gumu-lightning-interface","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/11\/26\/setting-up-the-sage-300c-version-2019-onwards-integration-in-gumu-lightning-interface\/","title":{"rendered":"Setting up the Sage 300C (version 2019 onwards) Integration in GUMU Lightning Interface"},"content":{"rendered":"\n<p>The <a href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"GUMUTM Integration for Salesforce (opens in a new tab)\">GUMU<\/a><sup><a href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"GUMUTM Integration for Salesforce (opens in a new tab)\">TM <\/a><\/sup><a href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"GUMUTM Integration for Salesforce (opens in a new tab)\">Integration for Salesforce<\/a> is compatible with the latest version of Sage 300 v2019. The Sage 300C can be hosted on a cloud environment and hence can be accessed from anywhere in its browser interface. Unlike its previous installments where integration <a rel=\"noreferrer noopener\" aria-label=\"was done via the SData web service (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/07\/06\/setting-up-the-sage-300-integration-in-gumus-new-pure-lightning-interface\/\" target=\"_blank\">was done via the SData web service<\/a>, the current version utilizes Web API.<\/p>\n\n\n\n<p>This blog enlists the instructions to create a new Integration with Sage 300C ERP (Accpac) using GUMU<sup>TM <\/sup>in the 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>STEPS:- <\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on \u201cApp Launcher\u201d \u2192 \u201cGUMU Settings\u201d tab \u2192 \u201cConfiguration\u201d tab.<\/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>\n<font size=\"2\"><center><i>App Manager<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on <strong>\u201cNew Integration\u201d<\/strong> button on the top right corner. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/11\/2-GUMUConfiguration.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><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\/11\/2-GUMUConfiguration.jpg\" alt=\"GUMU Configuration\"><\/a><\/center>\n<font size=\"2\"><center><i>GUMU Configuration<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>In the popup, select Sage 300(C) from the drop-down menu and click <strong>\u201cNext\u201d<\/strong>.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/11\/3-NewIntegration.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><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\/11\/3-NewIntegration.jpg\" alt=\"New Integration\"><\/a><\/center>\n<font size=\"2\"><center><i>New Integration<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Fill in the fields based on the following:<ul><li><u><strong>Web Service URL<\/strong>:<\/u> Enter the web service URL in the field provided.<\/li><li><u><strong>Name<\/strong>:<\/u> Provide an appropriate name for the configuration. The name should be unique for all integrations.<\/li><li><strong><u>Synchronization<\/u><\/strong><u>:<\/u> Synchronization indicates the direction of data sync. It can be classified as: <ol><li>Salesforce to ERP: Allows data to only be promoted to the ERP from Salesforce.<\/li><li>ERP to Salesforce: Allows data to only be imported from the ERP into Salesforce.<\/li><li>Both: Allows data to be imported as well as promoted bidirectionally between the ERP and Salesforce.<\/li><\/ol><\/li><li><strong>Default<\/strong>: If selected, the configuration is set as the default integration for all subsequent pages.<\/li><li><strong>Inactive<\/strong>: If selected, the configuration becomes Inactive.<\/li><li><strong>Company Code<\/strong>: Provide company name of ERP for integration. <\/li><li><strong>Username<\/strong>: Provide the username of the ERP System. <\/li><li><strong>Password<\/strong>: Provide the password of the ERP System. <\/li><\/ul><\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/11\/4-ERPDetails.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><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\/11\/4-ERPDetails.jpg\" alt=\"ERP Details\"><\/a><\/center>\n<font size=\"2\"><center><i>ERP Details<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click <strong>\u201cTest Connection\u201d<\/strong> to check if the connection is being established.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/11\/5-TestConnection.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><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\/11\/5-TestConnection.jpg\" alt=\"Test Connection\"><\/a><\/center>\n<font size=\"2\"><center><i>Test Connection<\/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 300 integration,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/gumu-300-salesforce-integration\" target=\"_blank\" rel=\"noreferrer noopener\">read more on our website<\/a>&nbsp;or write to us at&nbsp;<a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>&nbsp;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&nbsp;<a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">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 href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/11\/21\/promote-salesforce-account-to-sage-300-customer-using-gumu-lightning-version\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">Promote Salesforce Account to Sage 300 Customer using GUMU&#x2122; lightning version<\/a><\/li><li><a rel=\"noreferrer noopener\" aria-label=\"Promote Sales Order from SF to Sage 300 ERP through GUMU&#x2122; using Salesforce Lightning Components (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/11\/19\/promote-sales-order-from-sf-to-sage-300-erp-through-gumu-using-salesforce-lightning-components\/\" target=\"_blank\">Promote Sales Order from SF to Sage 300 ERP through GUMU&#x2122; using Salesforce Lightning Components<\/a><\/li><li><a rel=\"noreferrer noopener\" aria-label=\"GUMU&#x2122; Salesforce Tricks &amp; Tips \u2013 Synching Additional (Accounts) Fields from Salesforce to Sage 300 ERP (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/11\/11\/gumu-salesforce-tricks-tips-synching-additional-accounts-fields-from-salesforce-to-sage-300-erp\/\" target=\"_blank\">GUMU&#x2122; Salesforce Tricks &amp; Tips \u2013 Synching Additional (Accounts) Fields from Salesforce to Sage 300 ERP<\/a><\/li><li><a rel=\"noreferrer noopener\" aria-label=\"GUMU&#x2122; Features \u2013 Security Matrix in Salesforce Lightning Interface (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/10\/gumu-features-security-matrix-in-salesforce-lightning-interface\/\" target=\"_blank\">GUMU&#x2122; Features \u2013 Security Matrix in Salesforce Lightning Interface<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The GUMUTM Integration for Salesforce is compatible with the latest version of Sage 300 v2019. The Sage 300C can be hosted on a cloud environment and hence can be accessed from anywhere in its browser interface. Unlike its previous installments where integration was done via the SData web service, the current version utilizes Web API.\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/11\/26\/setting-up-the-sage-300c-version-2019-onwards-integration-in-gumu-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":[51,52,153,729,675,164,165,678,668,185,189,191,736,730,732,731,370,378,389,402,677,676,737,671,673,733,716,425,734,735,454,458,461],"class_list":["post-5320","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-configuration","tag-configure-sage-300-integration-in-salesforce","tag-gumu","tag-gumu-sf-lightning-sage300c","tag-gumu-to-sf-lightning-integration","tag-gumusfsage300","tag-gumusfsage300erp","tag-gumulightninginterface","tag-integrate-salesforce-lightning-with-sage-300","tag-integrate-salesforce-with-sage-300","tag-integrate-sfdc-and-sage-300","tag-integration-configuration","tag-sage-300c-erp","tag-sage300c","tag-sage300c-salesforce","tag-sage300c-sf","tag-salesforce-sage-300","tag-salesforce-and-sage-300-integration","tag-salesforce-crm-integration-for-sage-erp","tag-salesforce-integration-with-sage-300","tag-salesforce-lightning","tag-salesforce-lightning-sage300-integration","tag-salesforce-lightning-sage300c-integration","tag-salesforce-lightning-and-sage-300-integration","tag-salesforce-lightning-integration-with-sage-300","tag-salesforce-lightning-integration-with-sage-300c","tag-salesforce-sage-integration","tag-salesforce-with-sage-300-integration","tag-salesforce-with-sage-300c-integration","tag-salesforce-sage300c","tag-sfdc-sage-300","tag-sfdc-integration-with-sage-300","tag-sfdc-with-sage-300-integration"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5320","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=5320"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5320\/revisions"}],"predecessor-version":[{"id":5329,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5320\/revisions\/5329"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=5320"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=5320"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=5320"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}