# 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.

![](https://794987320-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fgreytrix-products%2F-MLJIEGzyNaDz5CZTkLI%2F-MLJNKUiIUImc4vBa_Oh%2F0.jpeg?generation=1604512210799784\&alt=media)

![](https://794987320-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fgreytrix-products%2F-MLJIEGzyNaDz5CZTkLI%2F-MLJNKUjq6XU1P1ITcM0%2F1.png?generation=1604512210854066\&alt=media)

| **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).                                                                                                                                                       |

![](https://794987320-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Fgreytrix-products%2F-MLJIEGzyNaDz5CZTkLI%2F-MLJNKUk0Ak4KGzmGFXj%2F2.png?generation=1604512210920132\&alt=media)

### Sage Intacct Fields setting

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FnnwYGFxGQv5Xaagf0zqE%2FSage_Intacct_Config.png?alt=media&#x26;token=940bf595-323c-4b13-b914-2e7457ee7a02" 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="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FvIU5ddIAsjpiZih7J4xs%2FFTPConnectionDetails.png?alt=media&#x26;token=19a4c185-43ea-439b-9979-d91531f20c07" 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="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FwR2mB5WMYyHEfBwuc4VO%2Fimage.png?alt=media&#x26;token=542384a3-917d-434d-87bb-04591e737c39" 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) |