Setup

The Setup tab is used to set integration between Acumaticaand Salesforce. Here we can create a new integration or edit an existing integration. Let’s create a new Integration using the following steps.

1. Search for the GUMU Settings app in the app launcher, a new window appears, click on the Configuration module.

2. Click on the “New Integration” button.

1. Upon clicking the "New Integration" button, the following screen will appear, requesting you to enter your login credentials for "Acumatica."

Field	Description
Web Service URL	Enter the web service URL in the field provided. The web service URL allows both systems to communicate with each other using the Acumatica WebAPI. E.g. https:\\IP Address/IntegrationService.versionname Note: - Salesforce supports only secure external web service so Domain should be certified by public CA. (i.e.VeriSign, go daddy, etc.).
Name	Specify the name for Integration which should be unique. E.g. Integration –
Endpoint Name	Endpoint Name of the Acumatica company to which connection needs to be made.
Endpoint version	Endpoint version of the Acumatica company to which the connection needs to be made.
Synchronization	Synchronization signifies the direction of the sync. It can be classified as: · Salesforce to ERP: Syncs data from Salesforce to ERP. Salesforce is set to be the Master. · ERP to Salesforce: Syncs data from ERP to Salesforce. Sage is set to be the Master. · Both: Bidirectional sync. The latest data update in any System is the Master.
Default	In certain scenarios, multiple companies may be integrated. Enabling this checkbox will allow that specific integration as the default integration in such cases.
In-Active	If the user wishes to keep a particular integration inactive then he must enable the In-Active checkbox.
Username	Specify the username of the Acumatica company to which the connection needs to be made.
User Password	Specify the Password of the Acumatica company to which the connection needs to be made.

Each field description is provided in the mentioned table:

Button	Description
Test Connection	This will test whether the provided connection credentials are correct or not. It will show a message either Test Connection Successful or Test Connection Failed.
Save	This will save/update the specified connection credentials into the Salesforce object. Also, it will check whether the credentials are correct or not. If not, then the credentials would not be Saved/updated in the system.

1. A successful save will take you to the “Integration List” where you will be able to see the Integration that has been created. GUMU Integration creates default entities and their mappings along with the Target Entity and Web-service method during the installation. For this, a user has to click on the “+” Button placed under the Action panel.