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, and click on the “GUMU™ Settings” application.

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

2. 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.

1. Another screen will appear where you need to specify the Sage 300C login credentials.

Configuration Fields

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 Button

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

1. 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.

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.