> 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/sage-intacct-1/installation-guide/gumu-tm-subscription-and-configuration.md).

# GUMU™ Subscription and Configuration

#### **Sign up with a BPortaly user account:**

1. Access the respective BPortaly portal below, then click ‘**Sign up now**.’\
   \
   Live URL: <https://apps.bportaly.com/>\
   \
   Staging URL: <https://staging.bportaly.com:8091/>

<figure><img src="/files/vRmyJ1yBhHroY46y4Gcl" alt=""><figcaption></figcaption></figure>

2. Enter your required details like Company Name, First Name, Last Name, etc., and verify the user by entering the verification code sent to your registered email address

<figure><img src="/files/Xwn10HJVH5qNfqxBqlxq" alt=""><figcaption></figcaption></figure>

While signing up as shown above, if you face any issues, please do not hesitate to contact us at <creatio@greytrix.com>

3. Now, enter the organization name and your domain, then click on continue. The user will be created and logged in successfully.

<figure><img src="/files/qn4yejZzlS9lGDEWP6Jr" alt=""><figcaption></figcaption></figure>

4. On the portal homepage, navigate through the list of applications and subscribe to the application named GUMU.

<figure><img src="/files/HdqIJgVmLr2bmhdbCz3z" alt=""><figcaption></figcaption></figure>

5. Next, in the top-left section, select the **GUMU** app -> **Home** -> Navigate to the **Connectors** section

<figure><img src="/files/berIL8Jke5lcbR3VmZCx" alt=""><figcaption></figcaption></figure>

6. Search for the **Creatio** Integration product and subscribe to it.

<figure><img src="/files/QVcCdbtzTT8HHN9r50TR" alt=""><figcaption></figcaption></figure>

7. Once done, the user can see the “GUMU Sage Intacct and CRM Integration” connector in **My Connectors**. Click on **View more**.

<figure><img src="/files/256Y4s3io9HaMo9mCLdy" alt=""><figcaption></figcaption></figure>

8. Click on the settings icon on **Sage Intacct**,

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

Enter the valid connection information specified below and click on **Test connection**.

<figure><img src="/files/5FECopxfInpYgvn6jMUr" alt=""><figcaption></figcaption></figure>

9. Click on the settings icon on **Creatio CRM**,

<figure><img src="/files/hfRgQRoz82uD9ZgFnJT2" alt=""><figcaption></figcaption></figure>

Enter the connection information specified below and click on **Test connection**.

**Domain URL**: Enter your Creatio URL

**User ID**: Enter your Creatio admin-level user account name

**Password**: Enter your password for the above Creatio user

<figure><img src="/files/tWOn7syxB26M6FS45vWS" alt=""><figcaption></figcaption></figure>

10. Once the Test connection is successful, please share the details below at <Creatio@greytrix.com> so we can enable the account at our end.

* Your Creatio URL with which you want to integrate
* BPortaly Username
* BPortaly user’s Organization Name
