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.

  1. Search for the GUMU™ Settings app in the app launcher, click on the “GUMU™ Settings” 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 X3 login credentials.

Configuration Fields

FieldDescription

ERP System

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

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.).

Name

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

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

Default

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

Inactive

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

Pool Name

Enter Sage X3 ERP Web service pool name.

Pool Username

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

Pool Password

Enter the password of the above user.

X3 Folder Name

Enter the Sage ERP folder name which is required to be integrated.

Language

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

Version

Enter the version of your Sage ERP X3 system.

  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

FieldDescription

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)

Enable Product Inquiry

Enable this button to get Real-Time product information while Sales Order creation.

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

Configuration Settings Button

TabsDescription

Tax

If you want to enable the tax calculation on orders, kindly enable this toggle.

Address

This field will auto-populate the 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 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.

  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.

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