Configuration
Last updated
Last updated
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.
Search for the GUMU™ Settings app in the app launcher, and click on the “GUMU™ Settings” application.
A new window appears, click on the Configuration tab.
Next, click on the New Integration button.
Note: If your Sage 300 version predates 2019, please choose the ERP System as "Sage 300" rather than "Sage 300C." The "C" in Sage 300C indicates it's for cloud-based versions, intended for Sage 300 versions released after 2019. With Sage 300, there's no need to upload static files.
Another screen will appear where you need to specify the Sage 300C login credentials.
| Field | Description |
|---|---|
Web Service URL | Specify the domain or subdomain URL linked with IIS for Sage 300 (e.g., https:\\example.com) The URL would be the same as above (example.com), but bolded would be your hosted web service server domain name Note: Salesforce supports only secure external web services so your Domain should be certified by public certificate authority (i.e., VeriSign, go daddy, etc.) |
Name | Specify the name for Integration which should be unique (e.g., Integration – ABX) |
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 | Clicking the Default checkbox makes this configuration the default integration (helpful if you do not want the user to always have to remember to select the integration) |
In-Active | This defines if the integration is active or not (if checked, the Integration is rendered inactive, and the jobs/actions linked to this integration will not be performed) |
Company Code | This is the Code that is used to distinguish Sage 300 Companies (Sage 300 Company Code vs Sage 300 Test Company Code for example) |
Username | User ID of the Sage 300 company to which the connection needs to be made |
Password | Password of the Sage 300 company to which the connection needs to be made |
Click on the “Test Connection” button to check if the connection is being established.
If the connection is successfully established, save the details.
A successful save would take you to the Integration List where you will see the configuration record just added.
This feature will enable the user to set application settings. Click on the gear button.
Once you click on the ERP Configuration gear, a new page opens with the following fields:
| Field | Description |
|---|---|
Total Batches | Specify the number of batches to be created for the import routine (Optional Field) |
Extended Batches | Specify the number of records to be created in Import_Jobs_c for extended import routines (Optional Field) |
DB Type | Specify the type of database (Optional Field) |
Web Service Timeout | For external webservice callouts, there is a read timeout of 10 seconds (Optional Field) |
Over the right-hand corner, you can find one more gear button for application settings.
| Tabs | Description |
|---|---|
Tax | If you want to enable the tax calculation on orders, kindly enable this toggle. |
Address | This field will auto-populate code for the first entry of the Shipping and Billing address. This tab allows you to set the display format of address code for ship to and bill to address. |
Trigger | 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 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 300 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.
