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)