Configuration

The Configuration module is used to set up the integration between Sage X3 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, click on the “GUMU™ Settings” application.

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

• Next, click on the New Integration button.

• Another screen will appear where you need to specify the Sage X3 login credentials.

Fill up the fields based on the following:-

1. ERP System: Select the ERP system from the dropdown menu to set up credentials (select Sage X3).

2. Web Service URL: Enter the web service URL in the field provided. The web service URL to connect the Sage ERP system

   E.g., http://<<IP Address:Port Number>> /soap-generic/syracuse/collaboration/syracuse/CAdxWebServiceXmlCC Note: Salesforce supports only secure external web services so your Domain should be certified by a public certificate authority (i.e., VeriSign, Go Daddy, etc.).

3. Name: Provide an appropriate name for the configuration, the name should be unique. E.g., Integration – Sage X3

4. Synchronization: Synchronization signifies the direction of the sync. It can be classified as:

   • Salesforce to ERP: Syncs data from Salesforce to ERP. Salesforce is set to be the Master

   • ERP to Salesforce: Syncs data from ERP to Salesforce. Sage is set to be the Master

   • Both: Bidirectional sync. The latest data update in any System is the Master

5. Default: If selected, the configuration becomes default integration for all the corresponding pages. This is helpful if you don’t want the user to always remember to select the integration.

6. Inactive: If selected, the configuration becomes inactive, and the jobs/actions linked to this integration will not be performed.

7. Pool Name: Enter Sage X3 ERP Web service pool name.

8. Pool Username: Enter the User ID of the Sage X3 web service pool to which the connection needs to be created.

9. Pool Password: Enter the password of the above user.

10. X3 Folder Name: Enter the Sage ERP folder name which is required to be integrated.

11. Language: Enter the “ENG” as a value which is a default value. This is the language in which the labels will be displayed.

12. Version: Enter the version of your Sage ERP X3 system.

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.

ERP CONFIGURATION SETTINGS

• 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:

1. Total Batches: Specify the number of batches to be created for the import routine. (Optional Field)

2. Extended Batches: Specify the number of records to be created in Import_Jobs_c for extended import routines. (Optional Field)

3. DB Type: Specify the type of DB. (Optional Field)

4. Web Service Timeout: For external web service callouts there is a read timeout of 10 seconds (Optional Field.

5. Enable Product Inquiry: Enable this button to get Real-Time product information while Sales Order creation.

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

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

Data between Sage X3 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.