> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/gumu-salesforce-integration/acumatica/gumu-tm-integration/account-creation-and-promotion.md).

# Account Creation and Promotion

1. To create an account, navigate to the GUMU™ Integration application within the App launcher. Select the Accounts tab, and locate the "New" button in the top right corner.

<figure><img src="/files/jmRgxjd7P99Gbm2SSfFU" alt=""><figcaption></figcaption></figure>

2. Once the Account is created, proceed to promote it to Sage by clicking on the “Promote Customer” button.

<figure><img src="/files/Iq4JVgz3krHbhZVyhJvz" alt=""><figcaption></figcaption></figure>

3. Clicking on the **Promote Customer** button navigates to the screen for selecting the integration from the list or it will display default integration, if one has been set to be used as a “Default Integration”.

<figure><img src="/files/CeipCE51W8nd2c9mdePC" alt=""><figcaption></figcaption></figure>

4. Clicking on the “Promote” button. The corresponding Account gets promoted to Acumatica and it can be viewed in the Acumatica ERP system.

<figure><img src="/files/Giab5mF1shez5X6OsuTZ" alt=""><figcaption></figcaption></figure>

5. To verify if an Account is promoted, click on the “Customer No.” or “ERP Customer Details” button link and it will redirect you to the real-time details of a customer, or you can login to the Sage System and check for the specific record.

<figure><img src="/files/VOTiuJbUWoP7AlgKlBSD" alt=""><figcaption></figcaption></figure>

**Note**: If the user wishes to add more fields to display on real time screen, the user can add fields from the user level setup.

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

<figure><img src="/files/OliwHb8yMuCDEVKg7J6f" alt=""><figcaption></figcaption></figure>


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