Configuration

The Configuration module is used to set up the integration between Sage 100 ERP and Salesforce. Here we can create a new integration or edit an existing integration.

To create a new Integration follow the steps below.

  1. Search for the GUMU™ Settings app in the app launcher, click on the highlighted application.

  1. A new window appears, click on the Configuration tab.

  2. Next, click on the New Integration button.

  1. Another screen will appear where you need to specify the Sage 100 login credentials.

Configuration Fields

  1. Click on the “Test Connection” button to check if the connection is being established.

If the connection is successfully established, save the details.

  1. A successful save would take you to the Integration List where you will see the configuration record just added.

ERP Configuration Settings

  1. This feature will enable the user to set application settings. Click on the gear button.

  1. Once you click on the ERP Configuration gear, a new page opens with the following fields:

Application Settings Fields

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

Configuration Settings Buttons

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

Data between Sage 100 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.

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.

Last updated