Configuration
Last updated
Last updated
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.
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:
Over the right-hand corner, you can find one more gear button for application settings.
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.
| Field | Description |
|---|---|
| Field | Description |
|---|---|
| Tabs | Description |
|---|---|
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.
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.
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.
