GREYTRIX
  • Products
  • GUMU™ Cloud Integrations
    • Introduction
    • Login Process
    • GUMU™ Portal User
    • Schedules
    • Logs
    • Edit Last Sync Date
    • Subscription Extention
  • GUMU™ for Salesforce
    • Sage 100
      • Prerequisites for the Sage 100 - Salesforce Integration
      • SData Installation
      • Package Installation
      • GUMU™ Settings
        • Configuration
        • Security Matrix
        • Entity Settings
        • Entity Mapping/Import
          • Default Mappings
        • Unlink Account
        • Link Account
        • Salesperson Mapping
      • GUMU™ Integration
        • Account Creation and Promotion
        • Address Creation and Promotion
        • Contact Creation and Promotion
        • Sales Order Creation and Promotion
    • Sage 300
      • Prerequisites for the Sage 300 - Salesforce Integration
      • GUMU Extension Installation
      • Static Files
      • Package Installation
      • GUMU™ Settings
        • Configuration
        • Security Matrix
        • Entity Settings
        • Entity Mapping/Import
          • Default Mapping
        • Unlink Account
        • Link Account
        • Salesperson Mapping
      • GUMU™ Integration
        • Account Creation and Promotion
        • Address Creation and Promotion
        • Contact Creation and Promotion
        • Sales Order Creation and Promotion
    • Sage X3
      • Pre-Requisites for the Sage X3 - Salesforce Integration
      • Patch Installation
      • Package Installation
      • GUMU™ Settings
        • Configuration
        • Security Matrix
        • Entity Settings
        • Entity Mapping/Import
          • Default Mapping
        • Unlink Account
        • Link Account
        • Salesperson Mapping
      • GUMU™ Integration
        • Account Creation and Promotion
        • Address Creation and Promotion
        • Contact Creation and Promotion
        • Sales Order Creation and Promotion
    • Sage Intacct
      • Pre-Requisites for the Sage Intacct-Salesforce Integration
      • Package Installation
      • Pre-Configuration Step
      • GUMU™ Settings
        • Setup
        • Security Matrix
        • Entity Settings
        • Entity Mapping/Import
        • Unlink Account
        • Link Account
      • GUMU™ Integration
        • Account Creation and Promotion
        • Contact Creation and Promotion
        • Create and Promote Opportunity as Sales Invoice
        • Quote Creation and Promotion
        • Order Creation and Promotion
    • Acumatica
      • Pre-Requisites for the Acumatica-Salesforce Integration
      • Package Installation
    • Add-Ons
      • Purchase Order
      • Avalara Avatax Compatibility
    • Release Notes
  • GUMU™ for Sage Intacct - FTP/SFTP Integration
    • Pre-requisites
    • User subscription
      • Registration process
      • Login/sign up
      • Connector selection
    • GUMU™ Portal user
    • Process
  • GUMU™ for Sage Intacct - Rev.io Integration
    • Pre-requisites
    • User Subscription
      • Registration process
      • Login/Sign up
      • Connector selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration details
        • Field Settings
          • Sage Intacct Configuration
          • Rev.io Configuration
    • Process
      • Rev.io GL Reports
      • Synchronize Payments to Sage Intacct Other Receipt
    • Use Case
  • Page
  • GUMU™ for Sage Intacct - Checkbook Integration
    • Pre-requisites
      • Sage Intacct
        • Sage Intacct Platform Service is enabled
        • Sage Intacct Web Service is enabled
        • Sender ID Web service authorization
        • Content Security Policy
        • Create Web service user
        • Install Checkbook Application
        • Checkbook Application Permission
        • Sage Intacct Web service user permission
        • Sage Intacct Login user permission
        • Change Layout
      • Checkbook.io
        • Checkbook.io Account
        • Checkbook Webhooks
        • Setup Checkbook bank
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Field Setting
          • Sage Intacct Fields setting
          • Checkbook Fields setting
    • Process
      • Setup Bank
      • Mapping Checkbook and Sage Intacct banks
      • Vendors
      • Pay Bills
      • Send Check to Checkbook
      • Track Payments
    • Use Cases
      • Configure test/sandbox environment
      • Setup & Map Banks
      • Send Digital Check to vendor
      • Send ACH Direct Deposit Check to vendor
      • Draft Payment
      • Void Payment
    • Notes
  • GUMU™ for Sage CRM – Sage 100 Integration
    • Installation Guide GUMU™ for Sage CRM – Sage 100 Integration
      • Chapter 1: Pre-Requisites
        • Operating System Requirements
        • Version Compatibility
        • Hardware Requirements
        • Software Requirements
        • Server System Prerequisites
        • Backup of Sage CRM and Sage 100 system
        • Configure IIS
        • Country Code Setting
        • Currency setting in Sage CRM
        • Configuring Sage CRM Users
        • Setting up Sage 100 User
        • Allowing External Access to Sage 100 Company
        • Required Modules in Sage 100
        • Object interface Keys should be activated in Sage 100
        • Installation on Sage CRM Server video
      • Chapter 2: GUMU™ Setup Installation
      • Chapter 3: Register GUMU™ License
      • Chapter 4: Real time changes from Sage 100 to Sage CRM
        • Real time changes for customer
        • GUMU™ Sage 100 Module Activation:
        • Configure GUMU™ Module:
        • Real-time changes for Product.
        • Steps to create ‘Synch To CRM’ field in Sage 100 for Vendor.
        • Real time Price calculation while creating Quotes/Order.
      • Chapter 5: KENDO Chart Setup Installation
        • Node-Red Installation on CRM Server
      • Chapter 6: ODBC Settings for Performance Issue
        • CSODBC settings in Sage CRM application.
        • CSODBC settings in Sage 100 application.
        • Changes in GUMUMAS90 DSN
    • User Guide GUMU™ for Sage CRM – Sage 100 Integration
      • Chapter 1: Configuring GUMU™ Integration on Sage CRM
        • Enabling GUMU™ Integration access to each Sage CRM user
          • Sage CRM side Configuration
          • Configuration Section
          • Security Matrix
        • Import Customers from Sage 100 to Sage CRM
        • Import Vendors from Sage 100 to Sage CRM
        • Import Items from Sage 100 to Sage CRM Products
        • Import Logs
        • Synchronize Dropdowns
        • ERP User Mapping with Sage CRM User
        • Map Sage CRM Users
        • Import Custom Field
        • View YTD, LYTD and Last Invoice Date data
        • Sync YTD and LYTD Sales Data Using Windows Scheduler
      • Chapter 2: Customer Integration
        • Promote Sage CRM Company to Sage 100.
        • Linking a Sage CRM Company with Sage 100 customer.
        • Unlinking a Sage CRM Company and Sage 100 customer.
        • Updating the Sage 100 Customer from Sage CRM
        • Promote Sage CRM Person to Sage 100 as Contact.
        • Update Sage 100 Contact from Sage CRM.
        • Promote Sage CRM Address to Sage 100 Address.
        • A message about the Credit limit appears on the Company summary screen
        • Order Entry from within Sage CRM into Sage 100.
        • Streamline Order Promotion using Sage 100 Sdata
        • Bulk Order Promotion
        • Edit Order.
        • Kit Item Functionality.
        • QLE Enhancement
        • BOM Functionality
        • Create AR Invoice from Sage CRM into Sage 100.
        • Create Customer from Sage 100 into Sage CRM.
      • Chapter 3: How Sage 100 Customer Data is displayed in Sage CRM
        • Sage 100 Customers as Sage CRM Company
        • Sage 100 Contacts as Sage CRM Person
        • Sage 100 Address as Sage CRM Address
      • Chapter 4: GUMU™ tabs for Customer in Sage CRM
        • Customer Information.
        • A/R Invoices
        • Sales Order
        • Sales Summary tab
        • Item Sales History tab
        • YTD Sales Detail Tab
        • Credit History Tab
        • Sage 100 Charts
        • Custom Grids
      • Chapter 5: Dashboards and Additional GUMU™ Screens in Sage CRM
        • GUMU™ Dashboard tab in My CRM
        • Find Inventory Screen
        • Inactive Customer Tab
        • Dashboards and Charts functionality
          • ERP Global Dashboard
          • Customer Dashboard
          • Quote and Order Tabs on Person and Company context
      • Chapter 6: Synching Data Using Windows Scheduler
      • Chapter 7: Vendor Integration
        • Vendor Rights Security Matrix
        • Promote Vendor from Sage CRM to Sage 100
        • Updating the Sage 100 Vendor from Sage CRM
        • Promote Sage CRM Person to Sage 100 as Contact
        • Update Sage 100 Contact from Sage CRM
        • Promote Sage CRM Address to Sage 100 Address
        • Create Vendor from Sage 100 to Sage CRM
      • Chapter 8: How Sage 100 Vendor Data is displayed in Sage CRM
        • Sage 100 Vendors as Sage CRM Company
        • Sage 100 Vendor Contacts as Sage CRM Person
        • Sage 100 Vendor Address as Sage CRM Address
      • Chapter 9: GUMU™ tabs for Vendor in Sage CRM
        • Vendor Summary Tab
        • Vendor Receipt History Tab
        • Purchase Order Inquiry
        • AP Invoice History Inquiry
      • Chapter 10: Accessing GUMU™ Integration from Mobile Device
        • Read only GUMU™ tabs using Sage CRM app
        • Complete Integration – without Sage CRM App
  • GUMU™ for Sage CRM – Sage Intacct Integration
    • Installation Guide GUMU™ for Sage CRM – Sage Intacct Integration
      • Chapter 1: Pre-requisites
        • Operating System Requirements
        • Version Compatibility
        • Pre-requisites
        • Country Code Setting
        • Currency Setting
      • Chapter 2: GUMU™ Setup Installation
        • Installing GUMU™ Integration setup on Sage CRM server
      • Chapter 3: Steps to be followed after GUMU™ Setup Installation
        • Syncing UOM from Sage Intacct
        • Ship Via Setting
      • Chapter 4: Webservice User (Sender ID) Authorization Setting
    • User Guide GUMU™ for Sage CRM – Sage Intacct Integration
      • Chapter 1: Sage Intacct GUMU™ Administration
        • Enabling GUMU™ Integration access to each Sage CRM user
        • GUMU™ Configuration with Sage Intacct Company
        • Synchronize Dropdowns
        • User Permission Settings
        • Import Customers from Sage Intacct to Sage CRM
        • Import Vendors from Sage Intacct to Sage CRM
        • Import Product information from Sage Intacct to CRM
        • GUMU™ License Details
      • Chapter 2: Working with Customers
        • Promoting new customers from Sage CRM to Sage Intacct
        • Viewing additional Customer info for a Customer
        • Viewing all the List of Order info for a Customer
        • Viewing all the List of AR Invoices for a Customer
      • Chapter 3: Working with Orders
        • Promoting Order from Sage CRM to Sage Intacct
        • Quick Line Entry Screen on Quote and Orders
      • Chapter 4: Auto Synch Customers
  • GUMU™ for Dynamics 365 CRM - Sage Intacct Integration
    • Pre-requisites
      • Sage Intacct
        • Web service
        • Create Web service user
        • Account Receivable Setup
      • Dynamics 365 CRM
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration details
        • Field Setting
          • Sage Intacct
          • Dynamics 365 CRM
    • Process
      • Sage Intacct to Dynamics 365
        • Sage Intacct ERP Defaults
        • Sage Intacct Salespersons
        • Sage Intacct Customers
        • Sage Intacct Contacts
        • Sage Intacct Product Category
        • Sage Intacct Products
        • Sage Intacct Item Warehouse
        • Sage Intacct Warehouse
        • Sage Intacct Quotes
        • Sage Intacct Orders
        • Sage Intacct Invoices
      • Dynamics to Sage Intacct
        • Dynamics 365 Customers
        • Dynamics 365 Contacts
        • Dynamcis 365 Quotes
        • Dynamics 365 Ordes
  • GUMU™ for Sage Intacct - Rent Manager Integration
    • Pre-requisites
      • Sage Intacct
        • Web service
        • Create Web service user
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration Configuration
        • Field Settings
          • Sage Intacct Fields setting
          • Rent Manager Fields setting
    • Process
      • Sage Intacct to Rent Manager
        • Sage Intacct Vendors
        • Sage Intacct Bill Payments
        • Sage Intacct Void Payments
      • Rent Manager to Sage Intacct
        • Rent Manager Bills
        • Rent Manager Deposits
        • Rent Manager Payments
  • GUMU™ for Dynamics 365 CRM - Sage X3 ERP Integration
    • Pre-requisites
      • Sage X3
        • Create a Connection Pool
        • Invoking Web Service to Check Pool is Configured Successfully
      • Dynamics 365 CRM
        • Steps to Login Dynamics
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration details
        • Field Setting
          • Sage X3
          • Dynamics 365 CRM
    • Process
      • Sage X3 to Dynamics
        • Sage X3 ERP Default
        • Sage X3 Sales Person
        • Sage X3 Customer
        • Sage X3 Customer Contact
        • Sage X3 Product Category
        • Sage X3 Product
        • Sage X3 Item Warehouse
        • Sage X3 Warehouse
        • Sage X3 Quotes
        • Sage X3 Sales Order
        • Sage X3 Invoice
      • Dynamics to Sage X3
        • Dynamics 365 Customers
        • Dynamics 365 Contact
        • Dynamic 365 Quotes
        • Dynamics 365 Sales Order
  • GUMU™ for Dynamics 365 - Sage 100 ERP Integration
    • Pre-requisites
      • Sage 100
      • Dynamic 365 CRM
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration details
        • Field Settings
          • Sage 100 Configuration
          • Dynamic 365 CRM Configuration
    • Process
      • Sage 100 to Dynamics 365 CRM
        • SAGE 100 ERP Defaults
        • SAGE 100 Sales Persons
        • SAGE 100 Customers
        • SAGE 100 Customer Contacts
        • SAGE 100 Warehouse
        • SAGE 100 Product Family
        • SAGE 100 Products
        • SAGE 100 Quotes
        • SAGE 100 Sales Order
        • SAGE 100 Invoice
        • SAGE 100 Item Warehouse
        • SAGE 100 Order Current Status
      • Dynamics 365 CRM to Sage 100
        • Dynamics 365 Customers
        • Dynamics 365 Customer Contacts
        • Dynamics 365 Quotes
        • Dynamics 365 Sales Order
  • GUMU™ for Dynamics 365 -Sage 300 ERP Integration
    • Pre-requisites
      • Sage 300
      • Dynamic 365 CRM
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration
        • Field Settings
          • Sage 300 Configuration
          • Dynamic 365 CRM Configuration
    • Process
      • Sage 300 to Dynamics 365 CRM
        • Sage 300 ERP Defaults
        • Sage 300 Sales Person
        • Sage 300 Customer
        • Sage 300 Contacts
        • Sage 300 Product Category
        • Sage 300 Warehouse
        • Sage 300 Product
        • Sage 300 Item Warehouse
        • Sage 300 Quotes
        • Sage 300 Sales Order
        • Sage 300 Sales Invoice
      • Dynamic 365 CRM to Sage 300
        • Dynamics 365 Customer
        • Dynamics 365 Contacts
        • Dynamics 365 Quotes
        • Dynamics 365 Sales Order
  • GUMU™ for Sage Intacct - Treez Integration
    • Introduction
    • Pre-requisites
      • Sage Intacct
      • Treez
    • User subscription
      • Registration process
      • Connector selection
      • Login/Sign up
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration Configuration
        • Field Settings
          • Sage Intacct
          • Treez
    • Process
      • Treez to Sage Intacct
        • Tickets to Sage Intacct GL
    • Use Case
  • GUMU™ for Sage Intacct - Magento Integration
    • Pre-requisites
      • Sage Intacct
        • Sender ID Web service authorization
        • Create Web service user
        • Account Receivable Setup
      • Magento Setup
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration details
        • Field Setting
          • Sage Intacct Configuration
          • Magento Configuration
      • Process
        • Sage Intacct to Magento
        • Magento to Sage Intacct
          • Magento Customer
          • Magento Contact
  • GUMU™ for Sage 100 - Shopify Integration
    • Pre-requisites
      • Sage 100
      • Shopify
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector Selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration
        • Field Settings
          • Sage 100 Configuration
          • Shopify Configuration
    • Process
      • Sage 100 to Shopify
        • Sage 100 Customer
        • Sage 100 Product Categories
        • Sage 100 Product
        • Sage 100 Product Inventory
        • Sage 100 Invoice
      • Shopify to Sage 100
        • Shopify Customer
        • Shopify Orders
  • GUMU™ for Sage CRM - QuickBooks Integration
    • Pre-requisites
      • QuickBooks
      • Sage CRM
    • User subscription
      • Registration process
      • Connector selection
      • Login/Sign up
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration
        • QuickBooks Configuration
        • Sage CRM Configuration
    • Process
      • QuickBooks To Sage CRM
        • Synchronize ERP Defaults from QuickBooks To Sage CRM
        • Synchronize Customers from QuickBooks to Sage CRM
        • Synchronize Product Category from QuickBooks to Sage CRM
        • Synchronize Product from QuickBooks to Sage CRM
        • Synchronize Sales Order from QuickBooks to Sage CRM
        • Synchronize Invoices from QuickBooks to Sage CRM
      • Sage CRM To QuickBooks
        • Synchronize customers from Sage CRM to QuickBooks:
        • Synchronize Sales Order from Sage CRM to QuickBooks
  • GUMU™ for Sage X3 - Magento Integration
    • Pre-requisites
      • Sage X3
        • Create a Connection Pool
        • Invoking Web Service to Check Pool is Configured Successfully
      • Magento
    • User subscription
      • Registration process
      • Connector selection
      • Login/Sign up
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration Configuration
        • Sage X3 Configuration
        • Magento Configuration
        • Synchronization Processes
    • Process
      • Sage X3 to Magento
        • Sync customers from Sage X3 to Magento
        • Sync Product from Sage X3 to Magento
        • Sync Product Category from Sage X3 to Magento
        • Sync Invoices From Sage X3 To Magento
        • Sync Pricing from Sage X3 to Magento
      • Magento to Sage X3
        • Sync Customers Categories from Magento to Sage X3
        • Sync Customers from Magento to Sage X3
        • Sync Sales Order from Magento to Sage X3
        • Sync Tax From Magento To Sage X3
        • Sync Stock Quantity From Magento To Sage X3
  • GUMU™ for Sage X3 - FTP/SFTP Integration
    • Pre-requisites
      • Sage X3
        • Create a Connection Pool
        • Web service
        • Invoking Web Service to Check Pool is Configured Successfully
      • FTP / SFTP
    • User subscription
      • Registration process
      • Connector selection
      • Login/Sign up
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration Configuration
        • Sage X3 Configuration
        • Magento Configuration
        • Synchronization Processes
    • Process
      • Sage X3 to Magento
        • Sync customers from Sage X3 to Magento
        • Sync Product from Sage X3 to Magento
        • Sync Product Category from Sage X3 to Magento
        • Sync Invoices From Sage X3 To Magento
        • Sync Pricing from Sage X3 to Magento
      • Magento to Sage X3
        • Sync Customers Categories from Magento to Sage X3
        • Sync Customers from Magento to Sage X3
        • Sync Sales Order from Magento to Sage X3
        • Sync Tax From Magento To Sage X3
        • Sync Stock Quantity From Magento To Sage X3
  • GUMU™ for Sage Intacct - Shopify Integration
    • Pre-requisites
      • Sage Intacct
        • Web service
        • Create Web service user
        • Account Receivable Setup
        • Sales Order Setup
      • Shopify
    • User subscription
      • Registration process
      • Connector selection
      • Login/Sign up
    • GUMU™ Portal user
      • GUMU™ Cloud
    • Process
      • Sage Intacct – Shopify
        • Customer from Sage Intacct to Shopify
        • Product Category from Sage Intacct to Shopify
        • Product from Sage Intacct to Shopify
        • Product Inventory Sage Intacct to Shopify
        • Sales Invoice from Sage Intacct to Shopify
      • Shopify – Sage Intacct
        • Customer from Shopify to Sage Intacct
        • Sales Order from Shopify to Sage Intacct
  • GUMU™ for Sage 300 ERP - Magento Integration
    • Pre-requisites
      • Sage 300
      • Magento
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration details
        • Field Settings
          • Sage 300 Configuration
          • Magento Configuration
    • Process
      • Sage 300 to Magento
        • Sage 300 Customer
        • Sage 300 Product Category
        • Sage 300 Product
        • Sage 300 Sales Shipment
        • Sage 300 Sales Invoice
      • Magento to Sage 300
        • Magento Customer
        • Magento Sales Order
  • GUMU™ for Sage Intacct - Avalara Integration
    • Pre-requisites
    • User subscription
      • Registration process
      • Connector selection
      • Login/Sign up
    • GUMU™ Portal user
      • GUMU™ cloud
        • Integration Configuration
        • Field Settings
          • Sage Intacct Configuration
          • Avalara Configuration
    • Process
      • Sage Intacct Sales Invoice
      • Sage Intacct Credit Memo
    • Use Case
  • GUMU™ for Sage Intacct - Blackline Integration
    • Purpose
    • Application Installation
      • Pre-requisites
      • Install Application
      • Application Permission
    • Configuration
      • Blackline
      • GUMU™ Cloud
        • GUMU™ Cloud Configuration
    • Process
      • Introduction
      • Sage Intacct to Blackline FTP
      • Blackline FTP to Sage Intacct
    • Schedules
    • Use Case
  • GUMU™ for Acumatica - Magento Integration
    • Pre-requisites
      • Acumatica
      • Magento
        • User Setup
    • ​User subscription
      • Registration Process
      • Login/Sign up
      • Connector subscription
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration
        • Field Settings
          • Acumatica Configuration
          • Magento Configuration
    • Process
      • Acumatica to Magento
        • Acumatica Product Categories
        • Acumatica Product
        • Acumatica Customer
        • Acumatica Invoice
      • Magento to Acumatica
        • Magento Customer
        • Magento Sales Order
  • GUMU™ for Dynamics 365 - Acumatica Integration
    • Pre-requisites
      • Acumatica
      • Dynamic 365
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration details
        • Field Settings
          • Acumatica Configuration
          • Dynamic 365 CRM Configuration
    • Process
      • Acumatica to Dynamics 365 CRM
        • Acumatica ERP Default
        • Acumatica Sales Person
        • Acumatica Customer
        • Acumatica Product category
        • Acumatica Warehouse
        • Acumatica Products
        • Acumatica Quotes
        • Acumatica Sales Order
        • Acumatica Sales Invoice
      • Dynamic 365 CRM to Acumatica
        • Dynamics 365 Customer
        • Dynamics 365 Quotes
        • Dynamics 365 Sales Order
  • GUMU™ for Acumatica - Shopify Integration
    • Pre-requisites
      • Acumatica
      • Shopify
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector subscription
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration
        • Field Settings
          • Acumatica Configuration
          • Shopify Configuration
    • Process
      • Acumatica to Shopify
        • Acumatica Product Categories
        • Acumatica Product
        • Acumatica Customer
        • Acumatica Product Inventory
        • Acumatica Invoice
      • Shopify to Acumatica
        • Shopify Customer
        • Shopify Order
  • GUMU™ for Sage X3- Shopify Integration
    • Pre-requisites
      • Sage X3
        • Create a Connection Pool
        • Invoking Web Service to Check Pool is Configured Successfully
      • Shopify
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector subscription
    • GUMU™ Portal User
      • GUMU™ Cloud
        • Integration Configuration
        • Field Settings
          • Sage X3 Configuration
          • Shopify Configuration
    • Process
      • Sage X3 to Shopify
        • Sage X3 Product Categories
        • Sage X3 Products
        • Sage X3 Customer
        • Sage X3 Product Inventory
        • Sage X3 Invoices
      • Shopify to Sage X3
        • Shopify Customers
        • Shopify Orders
  • GUMU™ for Sage Intacct - MediusGo Integration
    • Pre-requisites
      • Sage Intacct
        • Sender ID Web service authorization
        • Create Web service user
        • Create Web service user role
      • MediusGo
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration details
        • Field Settings
          • Sage Intacct Configuration
          • MediusGo Configuration
          • Company Mapping
    • Process
      • Sage Intacct to MediusGo
        • Sage Intacct ERP Defaults
        • Sage Intacct Currency
        • Sage Intacct Company
        • Sage Intacct G/L Account
        • Sage Intacct Vendors
        • Sage Intacct Dimensions
        • Sage Intacct Products
        • Sage Intacct Purchase Order
        • Sage Intacct Delivery Receipt
      • MediusGo to Sage Intacct
        • MediusGo Purchase Invoice
  • GUMU™ for Sage 300 -Shopify Integration
    • Pre-requisites
      • Sage 300
      • Shopify
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector subscription
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration
        • Field Settings
          • Sage 300 Configuration
          • Shopify Configuration
    • Process
      • Sage 300 to Shopify
        • Sage 300 Product Categories
        • Sage 300 Product
        • Sage 300 Customer
        • Sage 300 Product Inventory
        • Sage 300 Invoices
      • Shopify to Sage 300
        • Shopify Customer
        • Shopify Order
  • GUMU™ for Sage 100 – Configure One Integration
    • Pre-requisites
      • Sage 100
      • Configure One
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector Selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration details
        • Field Settings
          • Sage 100 Configuration
          • Configure One Configuration
    • Process
      • Sage 100 to Configure One
        • Sage 100 Items
      • Configure One to Sage 100
  • GUMU™ for Sage 300c - Magento Integration
    • Pre-requisites
      • Sage 300c
      • Magento
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector subscription
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration
        • Field Settings
          • Sage 300c Configuration
          • Magento Configuration
    • Process
      • Sage 300c to Magento
        • Sage 300c Product Category
        • Sage 300c Product
        • Sage 300c Customer
        • Sage 300c Sales Invoice
      • Magento to Sage 300c
        • Magento Customer
        • Magento Sales Orders
  • GUMU™ for Sage CRM – Sage X3 Integration
    • Installation Guide GUMU™ for Sage CRM – Sage X3 Integration
      • Chapter 1: Pre-requisites
        • 1. Operating System Requirements
        • 2. Version Compatibility
        • 3. Pre-conditions
        • 4. Country Code Setting
        • 5. Currency Setting
      • Chapter 2: GUMU™ Setup Installation
        • Installing GUMU™ Integration setup on Sage CRM server
      • Chapter 3: Sage X3 Patches Installation
      • Chapter 4: Validation of Sage X3 Webservices objects and Data Dictionary
      • Chapter 5: Charts and Dashboard Setup.
    • User Guide GUMU™ for SAGE CRM – SAGE X3 Integration
      • Chapter 1: Sage CRM side GUMU™ Administration
        • Enabling GUMU™ Integration access to each Sage CRM user
        • GUMU™ Configuration with Sage X3 Pool and Folder
        • Creating Link Server for integrating multiple Sage X3 folders/servers
        • Synchronize Dropdown
        • Folder Level User Setting
        • Import Business Partners (Customers) from Sage X3 to CRM
        • Reviewing Product Configuration Settings
        • Import Product information from Sage X3 to CRM
        • GUMU™ Customizer
        • Link Business Partners
        • GUMU™ License Details
      • Chapter 2: Working with Customers
        • Promoting new customers from Sage CRM to Sage X3
        • Linking existing Sage CRM Customers with Sage X3 Customer
        • Creating a new additional address in Sage X3
        • Creating new additional contact in Sage X3
        • Viewing additional Customer info for a Customer
        • Viewing all the List of Order info for a Customer
        • Viewing the List of AR Invoices for a Customer
        • Dashboards and Charts functionality
      • Chapter 3: Working with Orders / Quotes
        • Promoting Order from Sage CRM to Sage X3
        • To promote a quote from Sage CRM to Sage X3
        • Quick Line Entry Screen on Quote and Orders
      • Chapter 4: Sync Product and Customer Data Using Windows Scheduler
        • Sync Customer Data Using Windows Scheduler
        • Sync Product Data Using Windows Scheduler
  • GUMU™ for Sage 300c - Shopify Integration
    • Pre-requisites
      • Sage 300c
      • Shopify
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector subscription
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration
        • Field Settings
          • Sage 300c Configuration
          • Shopify Configuration
    • Process
      • Sage 300c to Shopify
        • Sage 300c Product Category
        • Sage 300c Product
        • Sage 300c Customer
        • Sage 300c Shipment
      • Shopify to Sage 300c
        • Shopify Customer
        • Shopify Sales Orders
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On this page
  • Sage100 - ARDivision
  • Sage100 - ARItemProducts
  • Sage100 - Contact
  • Sage100 - Customer
  • Sage100 - DefaultShipTo
  • Sage100 - Order
  • Sage100 - OrdersLines
  • Sage100 - PaymentType
  • Sage100 - PricebookEntry
  • Sage100 - PricebookEntrySTD
  • Sage100 - ProductFamily
  • Sage100 - Products
  • Sage100 - SalesPerson
  • Sage100 - ShipMethod
  • Sage100 - ShipTo
  • Sage100 - ShipVia
  • Sage100 - TaxClass
  • Sage100 - TaxSchedule
  • Sage100 - TermsCode
  • Sage100 - UOM
  • Sage100 - Warehouse
  • Sage100 - Sales Invoice
  • Sage100 - Shipments
  • Sage100 - AR Open Invoice

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  1. GUMU™ for Salesforce
  2. Sage 100
  3. GUMU™ Settings
  4. Entity Mapping/Import

Default Mappings

Sage100 - ARDivision

ERP to SF

Target Field Label
Target Field
Data Type
Source Field

AR Division Code

GUMU__AR_Division_Code__c

string

ARDivisionNo (ARDivisionNo)

AR Division Description

GUMU__AR_Division_Description__c

string

ARDivisionDesc (ARDivisionDesc)

Sage100 - ARItemProducts

ERP to SF

Target Field Label
Target Field
Data Type
Source Field
Default Value

Product Name

Name

string

ItemCode (ItemCode)

Product Code

ProductCode

string

ItemCode (ItemCode)

Product Description

Description

string

ItemCodeDesc (ItemCodeDesc)

Product Family

Family

string

ItemType (ItemType)

Active

Family

CheckBox

TRUE

Sage100 - Contact

ERP to SF

Target Field Label
Target Field
Data Type
Source Field
Default Value

ERP Contact Code

GUMU__ERP_Contact_Code__c

string

ContactCode

TRUE

Last Name

LastName

string

ContactName

TRUE

Mailing City

MailingCity

string

City

TRUE

Mailing Country

MailingCountry

string

CountryCode

TRUE

Mailing State/Province

MailingState

string

State

TRUE

Mailing Street

MailingStreet

string

AddressLine1

TRUE

Mailing Zip/Postal Code

MailingPostalCode

string

ZipCode

TRUE

Salutation

Salutation

string

Salutation

TRUE

Title

Title

string

ContactTitle

TRUE

Business Phone

Phone

string

TelephoneNo1

TRUE

Business Fax

Fax

string

FaxNo

TRUE

Home Phone

HomePhone

string

TelephoneNo2

TRUE

Email

Email

string

EmailAddress

TRUE

SF to ERP

Source Field Label
Source Field
Target Field Label
Default Value

ERP Contact Code

GUMU__ERP_Contact_Code__c

ContactCode

Last Name

LastName

ContactName

Mailing City

MailingCity

City

Mailing Country

MailingCountry

CountryCode

Mailing State/Province

MailingState

State

Mailing Street

MailingStreet

AddressLine1

Mailing Street

MailingStreet

AddressLine2

Mailing Street

MailingStreet

AddressLine3

Mailing Zip/Postal Code

MailingPostalCode

ZipCode

Salutation

Salutation

Salutation

Title

Title

ContactTitle

Business Phone

Phone

TelephoneNo1

Business Fax

Fax

FaxNo

Email

Email

EmailAddress

Mobile

MobilePone

TelephoneNo2

Relationship

Target Field
Source Field
Default Value
Parent Object

AccountId

ARDivisionNo (ARDivisionNo)

Account

AccountId

CustomerNo (CustomerNo)

Account

Sage100 - Customer

ERP to SF

Target Field Label
Target Field
Data Type
Source Field
Default Value

Account Name

Name

string

CustomerName

Account Type

Type

string

Customer

AR DivisonNo

GUMU__AR_DivisonNo__c

string

AR DivisonNo

Billing City

BillingCity

string

City

Billing Country

BillingCountry

string

CountryCode

Billing State/Province

BillingState

string

State

Billing Street

BillingStreet

string

AddressLine1

Billing Zip/Postal Code

BillingPostalCode

string

ZipCode

Company Code

GUMU__ERP_Company_Code__c

string

ABC

Customer Number

GUMU__ERP_Customer_Number__c

string

CustomerNo

Account Phone

Phone

string

TelephoneNo

Account Fax

Fax

string

FaxNo

Website

Website

string

URLAddress

SF to ERP

Source Field Label
Source Field
Target Field Label
Default Value

Account Name

Name

CustomerName

AR DivisonNo

GUMU__AR_DivisonNo__c

ARDivisonNo

Billing City

BillingCity

City

Billing Country

BillingCountry

Country

Billing State/Province

BillingState

State

Billing Street

BillingStreet

AddressLine1

Billing Street

BillingStreet

AddressLine2

Billing Street

BillingStreet

AddressLine3

Billing Zip/Postal Code

BillingPostalCode

ZipCode

Customer Number

GUMU__ERP_Customer_Number__c

CustomerNo

Account Phone

Phone

TelephoneNo

Account Fax

Fax

FaxNo

Website

Website

URLAddress

Real-time Fields

Sections
Data Page Field Label
Data Page Field API Name
Data Type

Main

ShipMethod

Ship Method

Text

CreditHold

Credit Hold

Checkbox

TaxSchedule

Tax Schedule

Text

ARDivisionNo

AR Division

Text

CustomerNo

Customer Number

Text

SalespersonNo

Sales person

Text

CustomerName

Customer Name

Text

TermsCode

Terms Code

Text

Additional

Customer Type

CustomerType

Text

Finance Charge Rate(%)

ServiceChargeRate

Decimal

Customer Status

CustomerStatus

Text

Statement Cycle

StatementCycle

Text

Open Item Customer

OpenItemCustomer

Checkbox

Default Payment Type

DefaultPaymentType

Text

Sort

SortField

Text

Comment

Comment

Text

Batch Fax

BatchFax

Checkbox

Print Dun message

PrintDunningmessage

Text

Price level

Pricelevel

Text

Statistics

Last Statement Date

DateLastStatement

Date

Date Established

DateEstablished

Date

Average Days to Pay

AvgDaysPaymentInvoice

Text

Date Of Last Activity

DateLastActivity

Date

Last Payment Amount

LastpaymentAmt

Decimal

Highest Balance

HigheststmntBalance

Decimal

Last Finance Charge Date

DateLastFinanceChrg

Date

Average Days Overdue

AvgDaysOverDue

Text

Unpaid Finance Charges

UnpaidServicechrg

Decimal

Last Payment Date

DateLastPayment

Date

Unpaid Finance Charges

UnpaidServicechrg

Decimal

Last Payment Date

DateLastPayment

Date

Sage100 - DefaultShipTo

ERP to SF

Target Field Label
Target Field
Data Type
Default Value

Default ShipTo

GUMU__Default_ShipTo__c

string

Yes

Ship to Address

GUMU__isShipTo__c

string

Yes

Relationship

Target Field
Source Field
Parent Object

GUMU__Account_Id__c

ARDivisionNo

Account

CustomerNo

Account

Sage100 - Order

ERP to SF

Target Field Label
Target Field
Data Type
Source Field
Default Value

ARDivisionNo

GUMU__ARDivisionNo__c

string

ARDivisionNo

Batch Fax No

GUMU__Batch_Fax_No__c

CheckBox

BatchFax

Billing City

BillingCity

string

BillToCity

Billing Country

BillingCountry

string

BillToCountryCode

Billing State/Province

BillingState

string

BillToState

Billing Street

BillingStreet

string

BillToAddress1

Billing Zip/Postal Code

BillingPostalCode

string

BillToZipCode

CustomerNo

GUMU__CustomerNo__c

string

CustomerNo

FOB

GUMU__FOB__c

string

FOB

DiscountAmt

GUMU__DiscountAmt__c

Number

DiscountAmt

FreightAmt

GUMU__FreightAmt__c

Number

FreightAmt

Non taxable Amount

GUMU__Non_taxable_Amount__c

Number

NonTaxableAmt

DiscountPC

GUMU__DiscountPC__c

Number

DiscountRate

Document Type

GUMU__Document_Type__c

string

Order

ERP Order Number

GUMU__ERP_Order_Number__c

string

SalesOrderNo

Taxable Amount

GUMU__Taxable_Amount__c

Number

TaxableAmt

Shipping Zip/Postal Code

ShippingPostalCode

string

ShipToZipCode

ShipToCode

GUMU__ShipToCode__c

string

ShipToCode

ShipToName

GUMU__ShipToName__c

string

ShipToName

ShipVia

GUMU__ShipVia__c

string

ShipVia

Status

Status

string

Draft

Tax Schedule

GUMU__Tax_Schedule__c

string

TaxSchedule

TaxGroup

GUMU__TaxGroup__c

string

TaxClass

TermsCode

GUMU__TermsCode__c

string

TermsCode

Warehouse

GUMU__Warehouse__c

string

WarehouseCode

DiscountType

GUMU__DiscountType__c

string

Percentage

Order Start Date

EffectiveDate

Date

OrderDate

SalesTaxAmt

GUMU__SalesTaxAmt__c

Number

SalesTaxAmt

Order Type

Type

string

OrderType

Shipping Street

ShippingStreet

string

ShipToAddress1

Payment Type

GUMU__Payment_Type__c

string

PaymentType

Print Order

GUMU__Print_Order__c

CheckBox

PrintSalesOrders

Print Picking Sheets

GUMU__Print_Picking_Sheets__c

CheckBox

PrintPickingSheets

Sales Person

GUMU__Sales_Person__c

string

SalespersonNo

Ship Expire Date

GUMU__Ship_Expire_Date__c

Date

ShipExpireDate

Shipping City

ShippingCity

string

ShipToCity

Shipping Country

ShippingCountry

string

ShipToCountryCode

Shipping State/Province

ShippingState

string

ShipToState

SF to ERP

Source Field Label
Source Field
Target Field Label

ARDivisionNo

GUMU__ARDivisionNo__c

ARDivisionNo

OrderStartDate

EffectiveDate

OrderDate

ShipExpireDate

GUMU__Ship_Expire_Date__c

ShipExpireDate

CustomerNo

GUMU__CustomerNo__c

CustomerNo

FOB

GUMU__FOB__c

FOB

OrderType

Type

OrderType

DiscountAmt

GUMU__DiscountAmt__c

DiscountAmt

FreightAmt

GUMU__FreightAmt__c

FreightAmt

PrintPickingSheets

GUMU__Print_Picking_Sheets__c

PrintPickingSheets

PrintOrders

GUMU__Print_Order__c

PrintSalesOrders

TermsCode

GUMU__TermsCode__c

TermsCode

Sales Person

GUMU__Sales_Person__c

SalespersonNo

PaymentType

GUMU__Payment_Type__c

PaymentType

TaxSchedule

GUMU__Tax_Schedule__c

TaxSchedule

Warehouse

GUMU__Warehouse__c

WarehouseCode

ShipVia

GUMU__ShipVia__c

ShipVia

ShippingCountry

ShippingCountry

ShippingToCountryCode

Shipping Zip/Postal Code

ShippingPostalCode

ShipToZipCode

ShippingState/Province

ShippingState

ShipToState

Shipping City

ShippingCity

ShipToCity

Shipping Street

ShippingStreet

ShipToAddress1

Shipping Street

ShippingStreet

ShipToAddress2

Shipping Street

ShippingStreet

ShipToAddress3

Ship ToCode

GUMU__ShipToCode__c

ShipToCode

Ship ToName

GUMU__ShipToName__c

ShipToName

Billing Country

BillingCountry

BillingToCountryCode

Billing Zip/PostalCode

BillingPostalCode

BillToZipCode

Billing State/Province

BillingState

BillingToState

Billing City

BillingCity

BillingToCity

Billing Street

BillingStreet

BillToAddress1

Billing Street

BillingStreet

BillToAddress2

Billing Street

BillingStreet

BillToAddress3

Batch Fax No

GUMU__Batch_Fax_No__c

BatchFax

Order Reference Number

OrderReferenceNumber

CustomerPONo

DepositAmt

GUMU__DepositAmt__c

DepositAmt

Check Number

GUMU__Check_Number_ext__c

CheckNoForDeposit

Relationship

Target Field
Source Field
Default Value
Parent Object

Account

ARDivisionNo

Account

Account

CustomerNo

Account

Pricebook2

Pricebook2

Real-time Fields

Sections
Data Page Field Label
Data Page Field API Name
Data Type

Order Header

Order No

SalesOrderNo

Text

Order Date

OrderDate

Date

Order Type

OrderType

Text

Master / Repeating Order No.

MasterRepeatingOrderNo

Text

Division

ARDivisionNo

Text

Customer No

CustomerNo

Text

Customer PO No.

CustomerPoNo

Text

Ship Expire Date

ShipExpiredate

Date

Terms Code

TermsCode

Text

Confirm To

ConfirmTo

Text

Tax Schedule

TaxSchedule

Text

Warehouse Code

WarehouseCode

Text

Ship Via

ShipVia

Text

FOB

FOB

Text

Sales Person

SalespersonNo

Text

Comment

Comment

Text

Bill To Name

BillToName

Text

Ship To Name

ShipToName

Text

Split Commissions

SplitCommissions

Checkbox

Line Items

Item Code

ItemCode

Text

Description

ItemCodeDesc

Text

Warehouse Code

WarehouseCode

Text

Unit of Measure

UnitOfMeasure

Text

Quantity Ordered

QuantityOrdered

Decimal

Quantity Shipped

QuantityShipped

Decimal

Back Ordered

QuantityBackordered

Decimal

Unit Price

UnitPrice

Decimal

Order Totals

Taxable Subject To Discount

TaxableSubjectToDiscount

Decimal

Non Taxable Subject To Discount

NonTaxableSubjectToDiscount

Decimal

Discount Rate (%)

DiscountRate

Decimal

Discount Amount

DiscountAmt

Decimal

Taxable Amount(Discount Included)

TaxableAmt

Decimal

Non-Taxable Amount(Discount Included)

NonTaxableAmt

Decimal

Ship Zone

ShipZone

Text

Ship Weight

ShipWeight

Text

Freight Amount

FreightAmt

Decimal

Sales Tax Amount

SalesTaxAmt

Decimal

Sage100 - OrdersLines

ERP to SF

Target Field Label
Target Field
Data Type
Source Field

Comments

GUMU__Comments__c

string

CommentText

Discount

GUMU__Discount__c

Number

LineDiscountPercent

Drop Ship

GUMU__Drop_Ship__c

string

DropShip

Extension Amount

GUMU__ExtensionAmt__c

Number

ExtensionAmt

Line Description

Description

string

ItemCodeDesc

Quantity

Quantity

Number

QuantityOrdered

Tax Class

GUMU__TaxClass__c

string

TaxClass

Unit Price

UnitPrice

Number

UnitPrice

UOM

GUMU__UOM__c

string

UnitOfMeasure

Warehouse Code

GUMU__Warehouse_Code__c

string

WarehouseCode

Commissionable

GUMU__Commissionable__c

string

Commissionable

Item Type

GUMU__ItemType__c

string

ItemType

SF to ERP

Source Field Label
Source Field
Target Field Label

Comments

GUMU__Comments__c

CommentText

Discount

GUMU__Discount__c

LineDiscountPercent

Drop Ship

GUMU__Drop_Ship__c

DropShip

Extension Amount

GUMU__ExtensionAmt__c

ExtensionAmt

Quantity

Quantity

QuantityOrdered

Tax Class

GUMU__TaxClass__c

TaxClass

Unit Price

UnitPrice

UnitPrice

UOM

GUMU__UOM__c

UnitOfMeasure

Warehouse Code

GUMU__Warehouse_Code__c

WarehouseCode

Commissionable

GUMU__Commissionable__c

Commissionable

Relationship

Target Field
Source Field
Default Value
Parent Object

OrderId

SalesOrderNo

Order

PricebookEntryId

ItemCode

PricebookEntry

Sage100 - PaymentType

ERP to SF

Target Field Label
Target Field
Data Type
Source Field

Payment Method

GUMU__Payment_Method__c

string

PaymentType

Payment Type Code

GUMU__Payment_Type_Code__c

string

PaymentType

Payment Type Description

GUMU__Payment_Type_Description__c

string

PaymentDesc

Sage100 - PricebookEntry

ERP to SF

Target Field Label
Target Field
Data Type

List Price

UnitPrice

Number

Category

GUMU__Category__c

string

Relationship

Target Field
Source Field
Default Value
Parent Object

Product2Id

ItemCode

Product

Pricebook2Id

Price Book

Sage100 - PricebookEntrySTD

ERP to SF

Target Field Label
Target Field
Data Type
Source Field

List Price

UnitPrice

Number

StandardUnitPrice

Category

GUMU__Category__c

string

Category1

Relationship

Target Field
Source Field
Default Value
Parent Object

Product2Id

ItemCode

Product

Pricebook2Id

Price Book

Sage100 - ProductFamily

ERP to SF

Target Field Label
Target Field
Data Type
Source Field

ERP Product Family Code

GUMU__ERP_Product_Family_Code__c

string

ProductLine

ERP Product Family Description

GUMU__ERP_Product_Family_Description__c

string

ProductLineDesc

Relationship

Target Field
Source Field
Default Value
Parent Object

Product2Id

ItemCode

Product

Pricebook2Id

Price Book

Sage100 - Products

ERP to SF

Target Field Label
Target Field
Data Type
Source Field
Default Value

Product Name

Name

string

ItemCode

Product Code

ProductCode

string

ItemCode

Product Description

Description

string

ItemCodeDesc

Product Family

Family

string

ItemType

Active

IsActive

CheckBox

TRUE

Relationship

Target Field
Source Field
Default Value
Parent Object

GUMU__ERP_Product_family_Id__C

ProductLine

Sage100 - SalesPerson

ERP to SF

Target Field Label
Target Field
Data Type
Source Field

AR Division Code

GUMU__AR_Division_Code__c

string

SalespersonDivisionNo

Salesperson Code

GUMU__Salesperson_Code__c

string

SalespersonNo

Salesperson Description

GUMU__Salesperson_Description__c

string

SalespersonName

Email

GUMU__Email__c

string

EmailAddress

Sage100 - ShipMethod

ERP to SF

Target Field Label
Target Field
Data Type
Source Field

Ship Code

GUMU__Ship_Code__c

string

ShippingCode

Ship Code Description

GUMU__Ship_Code_Description__c

string

ShippingCodeDesc

Sage100 - ShipTo

ERP to SF

Target Field Label
Target Field
Data Type
Source Field
Default Value

Address1

GUMU__Ship_To_Address1__c

string

ShipToAddress1

Address2

GUMU__Ship_to_Address2__c

string

ShipToAddress2

Address3

GUMU__Ship_to_Address3__c

string

ShipToAddress3

City

GUMU__Ship_to_City__c

string

ShipToCity

Country Code

GUMU__Ship_to_Country_Code__c

string

ShipToCountryCode

Email Address

GUMU__Email_Address__c

string

EmailAddress

Fax No

GUMU__Fax_No__c

string

FaxNo

Salesperson No

GUMU__Salesperson_No__c

string

SalespersonNo

Ship To Addresses Name

Name

string

ShipToCode

Ship To Code

GUMU__Ship_To_Code__c

string

ShipToCode

Ship To Name

GUMU__Ship_To_Name__c

string

ShipToName

State

GUMU__Ship_To_State__c

string

ShipToState

Tax Schedule

GUMU__Tax_Schedule__c

string

TaxSchedule

Telephone Ext

GUMU__Telephone_Ext__c

string

TelephoneExt

Telephone No

GUMU__Telephone_No__c

string

TelephoneNo

Warehouse Code

GUMU__Warehouse_Code__c

string

WarehouseCode

Zip Code

GUMU__Ship_To_Zip_Code__c

string

ShipToZipCode

Default ShipTo

GUMU__Default_ShipTo__c

string

No

Ship to Address

GUMU__isShipTo__c

string

Yes

Primary Address

GUMU__IsPrimary__c

string

No

Not Promoted?

GUMU__Not_Promoted__c

CheckBox

FALSE

Relationship

Target Field
Source Field
Default Value
Parent Object

GUMU__Account_Id__c

ARDivisionNo

Account

GUMU__Account_Id__c

CustomerNo

Account

Sage100 - ShipVia

ERP to SF

Target Field Label
Target Field
Data Type
Source Field

Ship via Name

Name

string

ShippingCode

Ship Via Code

GUMU__Ship_Via_Code__c

string

ShippingCode

Ship Via Description

GUMU__Ship_Via_Description__c

string

ShippingCodeDesc

Sage100 - TaxClass

ERP to SF

Target Field Label
Target Field
Data Type
Source Field

Tax Class Code

GUMU__Tax_Class_Code__c

string

TaxClass

Tax Class Description

GUMU__Tax_Class_Description__c

string

TaxClassDesc

Sage100 - TaxSchedule

ERP to SF

Target Field Label
Target Field
Data Type
Source Field

Tax Schedule Code

GUMU__Tax_Schedule_Code__c

string

TaxSchedule

Tax Schedule Description

GUMU__Tax_Schedule_Description__c

string

TaxScheduleDesc

Sage100 - TermsCode

ERP to SF

Target Field Label
Target Field
Data Type
Source Field

Terms Code

GUMU__Terms_Code__c

string

TaxCode

Terms Code Description

GUMU__Terms_Code_Description__c

string

TaxCodeDesc

Sage100 - UOM

ERP to SF

Target Field Label
Target Field
Data Type
Source Field

Unit Of Measure Name

Name

string

UnitOfMeasure

UOM Code

GUMU__UOM_Code__c

string

UnitOfMeasure

Conversion Factor

GUMU__Conversion_Factor__c

Number

ConversionFactor1

Sage100 - Warehouse

ERP to SF

Target Field Label
Target Field
Data Type
Source Field

Warehouse Code

GUMU__Warehouse_Code__c

string

WarehouseCode

Warehouse Description

GUMU__Warehouse_Description__c

string

WarehouseDesc

Sage100 - Sales Invoice

Data Page Field Label
Data Page Field API Name
Data Type

Invoice Number

InvoiceNo

Text

Customer PO No.

CustomerPONo

Text

Invoice Type

InvoiceType

Text

Source

ModuleCode

Text

Division Number

ARDivisionNo

Text

Customer Number

CustomerNo

Text

Invoice Date

InvoiceDate

Date

Due Date

InvoiceDueDate

Date

Terms Code

TermsCode

Text

Ship Via

ShipVia

Text

Sales Person No.

SalespersonNo

Text

Tax Schedule

TaxSchedule

Text

Comment

Comment

Text

Sales Order No

SalesOrderNo

Text

Item Code

ItemCode

Text

Description

ItemCodeDesc

Text

Amount

ExtensionAmt

Decimal

Sales Tax Class

TaxClass

Text

Quantity

QuantityShipped

Decimal

Price

UnitPrice

Decimal

Cost

UnitCost

Decimal

Freight

FreightAmt

Decimal

Deposit Amount

DepositAmt

Decimal

Discount Amount

DiscountAmt

Decimal

Discount Rate

DiscountRate

Decimal

Taxable Sales Amount

TaxableSalesAmt

Decimal

Sales Tax Amount

SalesTaxAmt

Decimal

Non Taxable Amount

NonTaxableSalesAmt

Decimal

Sage100 - Shipments

Data Page Field Label
Data Page Field API Name
Data Type

Invoice No

InvoiceNo

Text

Customer No

CustomerNo

Text

SalesOrder No

SalesOrderNo

Text

ARDivision No

ARDivisionNo

Text

Multiple SO Applied

MultipleSalesOrdersApplied

Text

Multiple PO Nos

MultipleCustomerPONos

Text

Ship Date

ShipDate

Text

Ship Via

ShipVia

Text

Shipper ID

ShipperID

Text

Freight Amt

FreightAmt

Text

Invoice Total

InvoiceTotal

Text

Date Updated

DateUpdated

Text

Sage100 - AR Open Invoice

Data Page Field Label
Data Page Field API Name
Data Type

Invoice Number

InvoiceNo

Text

Invoice Type

InvoiceType

Text

Customer PO No.

CustomerPONo

Text

Source

ModuleCode

Text

Division Number

ARDivisionNo

Text

Customer Number

CustomerNo

Text

Invoice Date

InvoiceDate

Date

Due Date

InvoiceDueDate

Date

Terms Code

TermsCode

Number

Ship Via

ShipVia

Text

Sales Person No.

SalespersonNo

Text

Tax Schedule

TaxSchedule

Text

Comment

Comment

Text

Sales Order No

salesOrderNo

Text

Item Code

ItemCode

Text

Description

ItemCodeDesc

Text

Amount

ExtensionAmt

Decimal

Sales Tax Class

TaxClass

Text

Quantity

QuantityOrdered

Decimal

Price

UnitPrice

Decimal

Cost

UnitCost

Decimal

Freight

FreightAmt

Decimal

Discount Amount

DiscountAmt

Decimal

Sales Tax Amount

SalesTaxAmt

Decimal

Non Taxable Amount

NonTaxableAmt

Decimal

PreviousEntity Mapping/ImportNextUnlink Account

Last updated 1 month ago

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