# GUMU™ Portal user

## GUMU™ Cloud

Use GUMU™ cloud portal to setup the integration. Provide credentials for both connectors i.e.; Sage Intacct and Synchronoss (SFTP/FTP). In addition, setup desired execution schedules.

Access GUMU™ portal <https://gumu.greytrix.com/> using registered account and confirmed by Greytrix.

***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.

### Integration configuration details

Fill integration configuration required for the integration to execute successfully.

![](/files/-MLJNKUiIUImc4vBa_Oh)

![](/files/-MLJNKUjq6XU1P1ITcM0)

| **Field**                       | **Description**                                                                                                                                                                                                                       |
| ------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **FTP Export Folder**           | Enter the name of Directory of FTP/SFTP where outgoing files will be exported.                                                                                                                                                        |
| **Backup Folder**               | Enter the directory name of FTP/SFTP where files will be moved after importing.                 **Note: If backup folder is not available on FTP server the file will be automatically deleted after successful import is executed.** |
| **AP Adjustments Account Code** | GL Account code identified for adjustment transaction in bills file (incoming).                                                                                                                                                       |

![](/files/-MLJNKUk0Ak4KGzmGFXj)

### Sage Intacct Fields setting

<figure><img src="/files/7FEi5XstRnoE6wg118pz" alt=""><figcaption></figcaption></figure>

<table data-header-hidden><thead><tr><th width="293">Field</th><th>Description</th></tr></thead><tbody><tr><td><strong>Field</strong></td><td><strong>Description</strong></td></tr><tr><td><strong>Web service URL</strong></td><td>Sage Intacct Web Service endpoint Url. This is fixed URL copy the below URL and paste in your configuration. (https://api.intacct.com/ia/xml/xmlgw.phtml)</td></tr><tr><td><strong>Company</strong></td><td>Sage Intacct Company ID</td></tr><tr><td><strong>Sender User ID/Password</strong></td><td>Enter your Sage Intacct User ID and Password</td></tr><tr><td><strong>User ID</strong></td><td>Enter your Sage Intacct web service User ID. Steps to create web service user in Sage Intacct is given in the pre-requisite section.</td></tr><tr><td><strong>Password</strong></td><td>Enter your Sage Intacct web service users password.</td></tr><tr><td><strong>Entity</strong></td><td>Enter your Sage Intacct Entity ID.</td></tr></tbody></table>

### FTP/SFTP Fields setting

<figure><img src="/files/Xqss5lOgMGzcZwXH6UBH" alt=""><figcaption></figcaption></figure>

| **Field**            | **Description**                                                   |
| -------------------- | ----------------------------------------------------------------- |
| **FTP URL**          | Provide Your FTP/SFTP Url                                         |
| **FTP Directory**    | Enter the Directory name where files will be loaded for importing |
| **FTP Type**         | Select FTP or SFTP according to your server.                      |
| **FTP Port**         | Enter Port number for FTP/SFTP                                    |
| **User Id/Password** | Enter your FTP User Id and Password for the FTP/SFTP login.       |

### Synchronization Processes.

Setup Schedules in GUMU™ portal to synchronize the data at desired interval

<figure><img src="/files/8n4IzJbmc8DWMfV0bjsb" alt=""><figcaption></figcaption></figure>

| **Process**                                               | **Description**                                                                                                 |
| --------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------- |
| **Sync AP Bills FTP/SFTP to Sage Intacct**                | Sync AP Bills from FTP/SFTP (i.e.; files needs to be imported from Synchronoss) to Sage Intacct.                |
| **Export AP Bill Payments from Sage Intacct to FTP/SFTP** | Export AP Bill Payments from Sage Intacct to Ftp/SFTP (i.e.; files which needs to be imported into Synchronoss) |


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