Link Account
Last updated
Last updated
The GUMU™ is a real-time bi-directional integration, using the GUMU™ you can import new customers from Sage to Salesforce. But what if a customer already exists in Salesforce? You will have to link the existing Customer before bringing the Customer from Sage to Salesforce to avoid duplication. The GUMU™ Link Account feature helps you do this.
Once the Salesforce Accounts gets linked with Sage Intacct Customers, you can see real-time inquiries (Customer Details, Sales Orders, Invoices, etc.) in Salesforce. You can also create Sales Orders for that linked account and promote them to Sage Intacct.
To link Salesforce Accounts with Sage Intacct Customers follow the steps below:
Navigate to the GUMU™ Settings app and then click on the Link Account tab.
To find a particular account you can search in the From Account Name and To Account Name fields.
Click the Get List button and the list of linked Accounts/Customers will be populated in the grid.
Click the Auto Match button to automatically match the Salesforce accounts with the selected Integration (matched Sage customers will be populated in the grid under the ERP Customer column).
From Account Name
Provide the From Account Name from Salesforce (Start Name) to get the list of Salesforce Accounts
To Account Name
Provide To Account Name from Salesforce (End Name) to get the list of Salesforce Accounts
Integration
Specify the configured Sage ERP Integration to get the ERP Customers List and apply the Auto Match function
Link Matching Criteria
Select the Link Matching Criteria for matching Salesforce Accounts with Sage Customers (e.g., Customer Name)
Select the Account which needs to be linked and then click the blue clipboard icon under the Action panel of the highlighted Account.
You can search by Customer Number and Customer Name (you can narrow search results for Customers by selecting Search Type as Contains or Equals/Exact).
After selecting a Customer click the Link button to create a link between Sage Intacct and the Salesforce Account (a message pops up showing that the account has been linked successfully).
