> 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="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FJaOO2KyoEQuTEWmAjtuA%2Fimage.png?alt=media&amp;token=f1262c30-d7e5-4e7a-9402-c894ef481b90" 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="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FNbJNuVtXdbzBd8JGBpvE%2Fimage.png?alt=media&amp;token=55ecf44b-4c38-4506-b657-095900ac3549" 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="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FHvSTDrW9H8n533jVSqiS%2Fimage.png?alt=media&amp;token=42a5c274-783a-471f-ab0c-b2ac35197d54" 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="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2Fa847uuB0KXHNtGPVZFFM%2Fimage.png?alt=media&amp;token=932e0b03-6024-42bb-bafc-4fd7fa06e8b4" 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="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FIRWOg0AU7sTpvGqCR8zc%2Fimage.png?alt=media&amp;token=245f8855-76ee-40c5-9554-22fb81faab17" 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="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2F0lsk7Grz4CbfUcNsQrAF%2Fimage.png?alt=media&amp;token=70a95367-08dd-4632-8323-6b83e6780842" alt=""><figcaption></figcaption></figure>

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FVWzwYQHMRGXpLQefPSiE%2Fimage.png?alt=media&amp;token=aef1d004-8864-4c47-ae28-9931768150e9" alt=""><figcaption></figcaption></figure>
