GUMU™ Portal user
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.
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). |
Sage Intacct Fields setting
Field | Description |
Web service URL | 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) |
Company | Sage Intacct Company ID |
Sender User ID/Password | Enter your Sage Intacct User ID and Password |
User ID | Enter your Sage Intacct web service User ID. Steps to create web service user in Sage Intacct is given in the pre-requisite section. |
Password | Enter your Sage Intacct web service users password. |
Entity | Enter your Sage Intacct Entity ID. |
FTP/SFTP Fields setting
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
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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