Setup

The Setup tab is used to set integration between Intacct and 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, and 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 "Sage Intacct."

Configuration Fields

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 Sage Intacct web API. E.g. https:\\example.com\IntegrationService.phtml Please note, the URL would be the same as specified in the above example just example.com highlighted would be your hosted web service server domain name. 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 – ABX
Sender ID	Sender ID of the Sage Intacct company to which connection needs to be made.
Sender Password	Sender Password of the Sage Intacct company to which the connection needs to be made.
Synchronization	Select the direction to Synchronize data (it can be one way from Sage to Salesforce, Salesforce to Sage or it can be bi-directional)
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.
Company ID	In the Company ID field, we can specify the Sage accounting Company that needs to be connected. While this connection is specific to a single Company ID, we can do this multiple times if you have multiple Sage Intacct companies to connect to your Salesforce instance. The ID is used to distinguish one Sage Intacct Company from another
User ID	Specify the ID of the Sage Intacct company to which the connection needs to be made.
User Password	Specify the Password of the Sage Intacct company to which the connection needs to be made.

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.

1. Over the right-hand corner, you can find one more gear button for application settings.

1. Run trigger activates the trigger that creates, or updates Accounts, Contacts, and addresses in real-time. By enabling this toggle user can activate the trigger, which will help the user know real-time details of the Account, Contact, and Address.

Creation of Default Entities and Mappings using GUMU’s New Lightning Interface.

Data between Sage Intacct and Salesforce can be synced by utilizing the “Entity mappings” functionality of GUMU™. To create a default entity and mappings, click on the below highlighted icon.

1. The default entities and the default entity mappings are automatically created and can be seen in the “Entity Setting” and “Entity Mapping/Import” tabs respectively.