Chapter 1: Configuring GUMU™ Integration on Sage CRM

Enabling GUMU™ Integration access to each Sage CRM user

Sage CRM side Configuration

Configuration Section

Security Matrix

Import Customers from Sage 100 to Sage CRM

Import Vendors from Sage 100 to Sage CRM

Import Items from Sage 100 to Sage CRM Products

Import Logs

Synchronize Dropdowns

ERP User Mapping with Sage CRM User

Map Sage CRM Users

Import Custom Field

View YTD, LYTD and Last Invoice Date data.

Sync YTD and LYTD Sales Data Using Windows Scheduler