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  • Products
  • GUMU™ Cloud Integrations
  • GUMU™ for Acumatica Integration
  • GUMU™ for Sage Intacct Integration
  • GUMU™ for Sage X3 Integration
  • GUMU™ for Sage 300 Integration
  • GUMU™ for Sage 100 Integration
  • GUMU™ for Salesforce Integration
  • GUMU™ for Dynamics 365 CRM Integration
  • GUMU™ for Sage CRM Integration
    • Sage 100
      • Installation Guide
      • User Guide
        • Configuring GUMU™ Integration on Sage CRM
        • Customer Integration
          • Promote Sage CRM Company to Sage 100.
          • Linking a Sage CRM Company with Sage 100 customer.
          • Unlinking a Sage CRM Company and Sage 100 customer.
          • Updating the Sage 100 Customer from Sage CRM
          • Promote Sage CRM Person to Sage 100 as Contact.
          • Update Sage 100 Contact from Sage CRM.
          • Promote Sage CRM Address to Sage 100 Address.
          • A message about the Credit limit appears on the Company summary screen
          • Order Entry from within Sage CRM into Sage 100.
          • Streamline Order Promotion using Sage 100 Sdata
          • Bulk Order Promotion
          • Edit Order.
          • Kit Item Functionality.
          • QLE Enhancement
          • BOM Functionality
          • Create AR Invoice from Sage CRM into Sage 100.
          • Create Customer from Sage 100 into Sage CRM.
        • How Sage 100 Customer Data is displayed in Sage CRM
        • GUMU™ tabs for Customer in Sage CRM
        • Dashboards and Additional GUMU™ Screens in Sage CRM
        • Synching Data Using Windows Scheduler
        • Vendor Integration
        • How Sage 100 Vendor Data is displayed in Sage CRM
        • GUMU™ tabs for Vendor in Sage CRM
        • Accessing GUMU™ Integration from Mobile Device
      • Release Notes
    • Sage X3
    • Sage Intacct
  • GUMU™ for Creatio Integration
  • Creatio Add-ons
  • GUMU™ for E-Commerce Integration
  • Tailored Integration Solutions
  • Pre-requisites for Integrations
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For the complete documentation index, see llms.txt. This page is also available as Markdown.
  1. GUMU™ for Sage CRM Integration
  2. Sage 100
  3. User Guide

Customer Integration

Promote Sage CRM Company to Sage 100.

Linking a Sage CRM Company with a Sage 100 customer.

Unlinking a Sage CRM Company and Sage 100 customer.

Updating the Sage 100 Customer from Sage CRM.

Promote Sage CRM Person to Sage 100 as Contact.

Update Sage 100 Contact from Sage CRM

Promote Sage CRM Address to Sage 100 Address.

A message about the Credit limit appears on the Company summary screen

Order Entry from within Sage CRM into Sage 100.

Streamline Order Promotion using Sage 100 Sdata.

Bulk Order Promotion

Edit Order

Kit Item Functionality.

QLE Enhancement

BOM Functionality

Create AR Invoice from Sage CRM into Sage 100.

Create Customer from Sage 100 into Sage CRM.

PreviousSync YTD and LYTD Sales Data Using Windows SchedulerNextPromote Sage CRM Company to Sage 100.

Last updated 6 months ago