{"id":7473,"date":"2023-08-18T10:17:26","date_gmt":"2023-08-18T10:17:26","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=7473"},"modified":"2023-08-18T10:22:50","modified_gmt":"2023-08-18T10:22:50","slug":"gumu-features-segregation-based-on-type-of-import-routine","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2023\/08\/18\/gumu-features-segregation-based-on-type-of-import-routine\/","title":{"rendered":"GUMU\u2122 Features &#8211; Segregation based on Type of Import routine"},"content":{"rendered":"\n<p>In this blog, we will be discussing the benefits of using the &#8220;Segregation based on Type of Import routine&#8221; to streamline data management processes and improve overall workflow. The type filter is (can be) applied to the standard (or Custom) import routines defined in the GUMU\u2122 integration for bringing in the data from Sage system. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong><em>Segregation based on Type of Import routine<\/em><\/strong><\/h4>\n\n\n\n<p>Users can utilize this feature to classify the list of import mappings by employing the newly introduced &#8220;Type&#8221; field. To implement this, kindly adhere to the following steps:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Log in to Salesforce Org<\/li><li>Navigate to App Launcher and select GUMU Setting from App List.<\/li><li>Click on Entity Mapping\/Import.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/08\/1.-Entity-mapping-Screen.png\" 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\/2023\/08\/1.-Entity-mapping-Screen.png\" alt=\"Entity Mapping Screen\"><\/a><\/center>\n<font size=\"2\"><center><i>Entity Mapping Screen <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Select the Integration from the list of Integration.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/08\/2.-List-of-Integrations.png\" 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\/2023\/08\/2.-List-of-Integrations.png\" alt=\"List of Integration's\"><\/a><\/center>\n<font size=\"2\"><center><i>List of Integration&#8217;s <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>As you can see in the above screen by default the type field is selected as \u201cAll\u201d which is containing all import routines. This new field value will allow user to do segregation based on Type of Import routine.<\/li><li>If the users desires to choose a specific type, they can make a selection from the list of available types, as depicted in the figure below.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/08\/3.-List-of-Filter-Type.png\" 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\/2023\/08\/3.-List-of-Filter-Type.png\" alt=\"Segregation based on Type of Import routine\"><\/a><\/center>\n<font size=\"2\"><center><i>List of Filter Type <\/i><\/center><\/font>\n\n\n\n<p>If users wants to update the type of any import routine, then they just need to click on the edit button against that particular entity import mapping. This change helps user understand the data segregation based on Type of Import routine.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/08\/4.-Entity-Mapping-Screen.png\" 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\/2023\/08\/4.-Entity-Mapping-Screen.png\" alt=\"Entity Mapping Screen\"><\/a><\/center>\n<font size=\"2\"><center><i>Entity Mapping Screen <\/i><\/center><\/font>\n\n\n\n<p>Users can also update the type from the list.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/08\/5.-Updating-type.png\" 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\/2023\/08\/5.-Updating-type.png\" alt=\"Updating type\"><\/a><\/center>\n<font size=\"2\"><center><i>Updating type <\/i><\/center><\/font>\n\n\n\n<p>By following the above blog instructions, you will be able to learn how to \u201c<strong>Segregate import routine based on Type<\/strong>\u201c. If you still have queries or any related problems, don\u2019t hesitate to contact us at <a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>. More details about our integration product are available on <a href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\">our website<\/a> and <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce AppExchange<\/a>.<\/p>\n\n\n\n<p>We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at <a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/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\/2020\/05\/11\/gumu-features-import-or-export-entity-mapping-in-sync-routines-using-gumu-lighting-interface\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU\u2122 Features \u2013 Import or Export Entity Mapping in Sync routines using GUMU\u2122 Lighting Interface<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/01\/27\/gumu-salesforce-tricks-tips-scheduling-import-routines-in-gumu-lighting-interface\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU\u2122 Salesforce Tricks &amp; Tips \u2013 Scheduling Import Routines in GUMU\u2122 Lighting Interface<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/10\/23\/creation-of-default-entities-and-mappings-using-gumu-new-lightning-interface\/\" target=\"_blank\" rel=\"noreferrer noopener\">Creation of Default Entities and Mappings using GUMU\u2019s New Lightning Interface<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/08\/21\/gumu-salesforce-import-routine-tricks-and-facts-about-creating-relationship-between-entities\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU\u2122 Salesforce Tricks and Tips \u2013 about creating Relationship between Entities Import Routine<\/a><\/li><\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this blog, we will be discussing the benefits of using the &#8220;Segregation based on Type of Import routine&#8221; to streamline data management processes and improve overall workflow. The type filter is (can be) applied to the standard (or Custom) import routines defined in the GUMU\u2122 integration for bringing in the data from Sage system.\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2023\/08\/18\/gumu-features-segregation-based-on-type-of-import-routine\/\">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":[956,2],"tags":[1355,695,159,162,163,164,165,166,169,1299,1298,678,179,181,697,786,789,623,184,185,186,1300,187,188,189,1343,745,741,736,739,1301,747,359,360,361,730,732,731,363,364,367,370,372,1302,374,377,378,744,740,738,1307,746,743,389,400,401,402,737,679,671,1305,683,681,673,733,1306,687,1304,680,686,684,716,424,425,734,430,735,454,458,461,462,1303,463],"class_list":["post-7473","post","type-post","status-publish","format-standard","hentry","category-gumu-features","category-gumu-salesforce","tag-entity-import","tag-gumu-import-routine","tag-gumu-sf-integration","tag-gumusfsage100","tag-gumusfsage100erp","tag-gumusfsage300","tag-gumusfsage300erp","tag-gumusfsageem","tag-gumusfsageerpx3","tag-gumusfsageintacct","tag-gumusfsageintaccterp","tag-gumulightninginterface","tag-import","tag-import-data","tag-import-data-from-sage-100-to-salesforce","tag-import-entity","tag-import-routine","tag-importroutine","tag-integrate-salesforce-with-sage-100","tag-integrate-salesforce-with-sage-300","tag-integrate-salesforce-with-sage-em","tag-integrate-salesforce-with-sage-intacct","tag-integrate-salesforce-with-sage-x3","tag-integrate-sfdc-and-sage-100","tag-integrate-sfdc-and-sage-300","tag-master-import-routine","tag-sage-100-connector-with-salesforce","tag-sage-300-connector-with-salesforce","tag-sage-300c-erp","tag-sage-erp-connector-with-salesforce","tag-sage-intacct","tag-sage-x3-connector-with-salesforce","tag-sage100","tag-sage100-salesforce","tag-sage100-sf","tag-sage300c","tag-sage300c-salesforce","tag-sage300c-sf","tag-sageem","tag-sagex3","tag-salesforce","tag-salesforce-sage-300","tag-salesforce-sage-em","tag-salesforce-sage-intacct","tag-salesforce-sage-x3","tag-salesforce-and-sage-100-integration","tag-salesforce-and-sage-300-integration","tag-salesforce-connector-for-sage-100","tag-salesforce-connector-for-sage-300","tag-salesforce-connector-for-sage-erp","tag-salesforce-connector-for-sage-intacct","tag-salesforce-connector-for-sage-x3","tag-salesforce-connector-with-sage-erp","tag-salesforce-crm-integration-for-sage-erp","tag-salesforce-integration-with-sage","tag-salesforce-integration-with-sage-100","tag-salesforce-integration-with-sage-300","tag-salesforce-lightning-sage300c-integration","tag-salesforce-lightning-and-sage-100-integration","tag-salesforce-lightning-and-sage-300-integration","tag-salesforce-lightning-and-sage-intacct-integration","tag-salesforce-lightning-and-sagex3-integration","tag-salesforce-lightning-integration-with-sage-100","tag-salesforce-lightning-integration-with-sage-300","tag-salesforce-lightning-integration-with-sage-300c","tag-salesforce-lightning-integration-with-sage-intacct","tag-salesforce-lightning-integration-with-sagex3","tag-salesforce-lightning-sage-intacct-integration","tag-salesforce-lightning-sage100-integration","tag-salesforce-lightning-sage300-integration-2","tag-salesforce-lightning-sagex3-integration","tag-salesforce-sage-integration","tag-salesforce-with-sage-100-integration","tag-salesforce-with-sage-300-integration","tag-salesforce-with-sage-300c-integration","tag-salesforce-sage100","tag-salesforce-sage300c","tag-sfdc-sage-300","tag-sfdc-integration-with-sage-300","tag-sfdc-with-sage-300-integration","tag-sfdc-with-sage-em-integration","tag-sfdc-with-sage-intacct-integration","tag-sfdc-with-sage-x3-integration"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7473","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=7473"}],"version-history":[{"count":5,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7473\/revisions"}],"predecessor-version":[{"id":7574,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7473\/revisions\/7574"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=7473"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=7473"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=7473"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}