Note: For testing purpose, integration is available on staging environment with a different address.
Provide the credentials for added Integration connectors. Depending upon testing/production environment, apply system credentials here.
Connectors Subscription
All available connectors can be accessed in the Connectors section of the portal. In this section, users can subscribe to one or more connectors listed under the All Connectors tab. To subscribe, the user needs to click on the Subscribe button as shown below. Once a connector is successfully subscribed, it will appear under the My Connectors tab, where the user can proceed with further configuration:
Integration through Connectors
The Connectors tab has the list of all connectors subscribed by the user during registration as shown below.
To able to use the connector, user needs to configure the connector. Give the default plugin details, source and target plugin connection details in order to use the connector.
Configuration of GUMU™ Integration connector:
Subscription switch
Toggle Button on the right top of the connector works as a switch to enable or disable the subscription of the connector. Once you click this, a pop up a message will appear as shown below.
Click on View More to go in details of the connector.
Header Section
Integration configurator – In this setting page, user will need to set the default connector setting which will be used by the connector at the time of integration process. This setting defined in this section will be used by the connector to communicate between the 2 system efficiently.
Integrating Systems
In this section, user will define the connection setting for each system which will be used by the integration to communicate with the system. GUMU™ connectors are built to use the API of the source and target system so that the GUMU™ framework ensures that it communicates only with the business layer and maintain sanity of the systems.
Here, we have given example of Sage Intacct and FTP/SFTP integration, similar setting will be available for each of the connector subscribed.
Connection information
As you can see in the above screenshot both source and target system has icon. On the click of the icon user will be able to enter Connection information for the source and target systems respectively.
You need to enter valid connection information such as Webservice URL, Endpoint Type, User, Password and Company ID etc, then click on Test Connection button to verify Connection details specified.
Important Note: Here please note depending upon the connector subscribed the connection information parameters required will change.
Synchronization
This section states the various process available in the connector subscribed, the data integration is controlled using action buttons. The processes and its description along with the status of the process can be viewed in the screen as shown below.
Search
Search functionality for quick search of the processes by keys you provide in search box.
Start Action
This button enables user to start the particular Integration process manually on demand. When you start the integration process, Status will change from Idle to Running and once process completed it will change from Running to Idle.
Stop Action
This button appears after you click start, is used to stop the integration manually on demand.
Schedule Action
This button will allow user to set Schedule for the process. Schedule can be set in four types like Daily (Once), Daily (Every), Weekly and Monthly.
Click on ‘Choose OccursAt’ this will show a clock to set a time for schedule. Once the time is selected, click OK
Then click Save Button to save the schedule. It will popup message as follows.
Control Process
This button is used to enable or disable each process individually.
Refresh
Click on Refresh to see all the logs generated during the time of running. Process it update the process status and last sync date/time.
Toggle Button on the right top of the connector works as a switch to enable or disable the subscription of the connector. Once you click this, a pop up a message will appear as shown below.
This button enables user to start the particular Integration process manually on demand. When you start the integration process, Status will change from Idle to Running and once process completed it will change from Running to Idle.
This button appears after you click start, is used to stop the integration manually on demand.
This button will allow user to set Schedule for the process. Schedule can be set in four types like Daily (Once), Daily (Every), Weekly and Monthly.
This button is used to enable or disable each process individually.
Click on Refresh to see all the logs generated during the time of running. Process it update the process status and last sync date/time.