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

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.