GUMU™ Cloud
Last updated
Last updated
Use GUMU™ cloud portal to setup the integration. Provide credentials for both connectors i.e. Sage Intacct and Shopify. And setup desired execution schedules.
Access GUMU™ portal: https://gumu.greytrix.com
Note: For testing purpose, integration is available on staging environment with a different address.
Integration is already added here but credentials for connectors needs to be provided. Depending upon testing/production environment, system credentials needs to be applied here.
Integration configuration details
Fill integration configuration required for the integration to execute successfully.
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
Enter your Sage Intacct Company ID
Sender User ID/Password
Enter your Sage Intacct Sender 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. In case of multi-entity environment; it will point to top level i.e.; 0
Shopify Fields setting
Field
Description
Webservice Url
Copy the Webservice Url from Example url (i.e. till shopify.com) which is configured in Shopify Admin Api screen.
Store name
The store created at the time of login.
API Version
The latest version of webhook API, which is selected at the time of private app creation.
API password
Copy the Password from the screen which is configured at the time of private app creation.
API Key
Copy the Key from the screen which is configured at the time of private app creation.
Synchronization Processes: Setup Schedules in GUMU portal to synchronize the data at desired interval.
Manual and Schedule Processes/Jobs:
The integrations created will have a set of Processes, which represent the synchronization of information between the selected systems. Every plugin will has its own set of Entities for e.g.; Customers, Transactions from Sage Intacct and Customers, Transactions from Shopify. These entities are mapped between the integrated systems to form a particular Process.
Process
Description
Customers From Intacct to Shopify
Clicking on Sync option of Sync Customers from Intacct into Shopify will start the sync process of moving Intacct Customers into Shopify.
Customers From Shopify to Sage100
Clicking on Sync option of Sync Customers from Shopify into Intacctwill start the sync process of moving Shopify Customers into Intacct.
Product Category from Intacct into Shopify
Clicking on Sync option of Sync Product Category from Intacct into Shopify will start the sync process of moving Intacct Product Category into Shopify.
Products from Intacct into Shopify
Clicking on Sync option of Sync Products from Intacct into Shopify will start the sync process of moving Intacct Products into Shopify.
Product Inventory From Intacct into Shopify
Clicking on Sync option of Sync Product Inventory from Intacct into Shopify will start the sync process of moving Intacct Product Inventory into Shopify.
Orders from Shopify into Intacct
Clicking on Sync option of Sync Orders from Shopify into Intacct will start the sync process of moving Shopify Orders into Intacct .
Invoices From Intacct to Shopify
Clicking on Sync option of Sync Invoices from Intacct into Shopify will start the sync process of moving IntacctInvoices into Shopify .
Logs: Data synchronization detail can be viewed in Logs. There is an option to export these into excel.