GREYTRIX
  • Products
  • GUMU™ Cloud Integrations
    • Introduction
    • Login Process
    • GUMU™ Portal User
    • Schedules
    • Logs
    • Edit Last Sync Date
    • Subscription Extention
  • GUMU™ for Salesforce
    • Sage 100
      • Prerequisites for the Sage 100 - Salesforce Integration
      • SData Installation
      • Package Installation
      • GUMU™ Settings
        • Configuration
        • Security Matrix
        • Entity Settings
        • Entity Mapping/Import
          • Default Mappings
        • Unlink Account
        • Link Account
        • Salesperson Mapping
      • GUMU™ Integration
        • Account Creation and Promotion
        • Address Creation and Promotion
        • Contact Creation and Promotion
        • Sales Order Creation and Promotion
    • Sage 300
      • Prerequisites for the Sage 300 - Salesforce Integration
      • GUMU Extension Installation
      • Static Files
      • Package Installation
      • GUMU™ Settings
        • Configuration
        • Security Matrix
        • Entity Settings
        • Entity Mapping/Import
          • Default Mapping
        • Unlink Account
        • Link Account
        • Salesperson Mapping
      • GUMU™ Integration
        • Account Creation and Promotion
        • Address Creation and Promotion
        • Contact Creation and Promotion
        • Sales Order Creation and Promotion
    • Sage X3
      • Pre-Requisites for the Sage X3 - Salesforce Integration
      • Patch Installation
      • Package Installation
      • GUMU™ Settings
        • Configuration
        • Security Matrix
        • Entity Settings
        • Entity Mapping/Import
          • Default Mapping
        • Unlink Account
        • Link Account
        • Salesperson Mapping
      • GUMU™ Integration
        • Account Creation and Promotion
        • Address Creation and Promotion
        • Contact Creation and Promotion
        • Sales Order Creation and Promotion
    • Sage Intacct
      • Pre-Requisites for the Sage Intacct-Salesforce Integration
      • Package Installation
      • Pre-Configuration Step
      • GUMU™ Settings
        • Setup
        • Security Matrix
        • Entity Settings
        • Entity Mapping/Import
        • Unlink Account
        • Link Account
      • GUMU™ Integration
        • Account Creation and Promotion
        • Contact Creation and Promotion
        • Create and Promote Opportunity as Sales Invoice
        • Quote Creation and Promotion
        • Order Creation and Promotion
    • Acumatica
      • Pre-Requisites for the Acumatica-Salesforce Integration
      • Package Installation
    • Add-Ons
      • Purchase Order
      • Avalara Avatax Compatibility
    • Release Notes
  • GUMU™ for Sage Intacct - FTP/SFTP Integration
    • Pre-requisites
    • User subscription
      • Registration process
      • Login/sign up
      • Connector selection
    • GUMU™ Portal user
    • Process
  • GUMU™ for Sage Intacct - Rev.io Integration
    • Pre-requisites
    • User Subscription
      • Registration process
      • Login/Sign up
      • Connector selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration details
        • Field Settings
          • Sage Intacct Configuration
          • Rev.io Configuration
    • Process
      • Rev.io GL Reports
      • Synchronize Payments to Sage Intacct Other Receipt
    • Use Case
  • Page
  • GUMU™ for Sage Intacct - Checkbook Integration
    • Pre-requisites
      • Sage Intacct
        • Sage Intacct Platform Service is enabled
        • Sage Intacct Web Service is enabled
        • Sender ID Web service authorization
        • Content Security Policy
        • Create Web service user
        • Install Checkbook Application
        • Checkbook Application Permission
        • Sage Intacct Web service user permission
        • Sage Intacct Login user permission
        • Change Layout
      • Checkbook.io
        • Checkbook.io Account
        • Checkbook Webhooks
        • Setup Checkbook bank
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Field Setting
          • Sage Intacct Fields setting
          • Checkbook Fields setting
    • Process
      • Setup Bank
      • Mapping Checkbook and Sage Intacct banks
      • Vendors
      • Pay Bills
      • Send Check to Checkbook
      • Track Payments
    • Use Cases
      • Configure test/sandbox environment
      • Setup & Map Banks
      • Send Digital Check to vendor
      • Send ACH Direct Deposit Check to vendor
      • Draft Payment
      • Void Payment
    • Notes
  • GUMU™ for Sage CRM – Sage 100 Integration
    • Installation Guide GUMU™ for Sage CRM – Sage 100 Integration
      • Chapter 1: Pre-Requisites
        • Operating System Requirements
        • Version Compatibility
        • Hardware Requirements
        • Software Requirements
        • Server System Prerequisites
        • Backup of Sage CRM and Sage 100 system
        • Configure IIS
        • Country Code Setting
        • Currency setting in Sage CRM
        • Configuring Sage CRM Users
        • Setting up Sage 100 User
        • Allowing External Access to Sage 100 Company
        • Required Modules in Sage 100
        • Object interface Keys should be activated in Sage 100
        • Installation on Sage CRM Server video
      • Chapter 2: GUMU™ Setup Installation
      • Chapter 3: Register GUMU™ License
      • Chapter 4: Real time changes from Sage 100 to Sage CRM
        • Real time changes for customer
        • GUMU™ Sage 100 Module Activation:
        • Configure GUMU™ Module:
        • Real-time changes for Product.
        • Steps to create ‘Synch To CRM’ field in Sage 100 for Vendor.
        • Real time Price calculation while creating Quotes/Order.
      • Chapter 5: KENDO Chart Setup Installation
        • Node-Red Installation on CRM Server
      • Chapter 6: ODBC Settings for Performance Issue
        • CSODBC settings in Sage CRM application.
        • CSODBC settings in Sage 100 application.
        • Changes in GUMUMAS90 DSN
    • User Guide GUMU™ for Sage CRM – Sage 100 Integration
      • Chapter 1: Configuring GUMU™ Integration on Sage CRM
        • Enabling GUMU™ Integration access to each Sage CRM user
          • Sage CRM side Configuration
          • Configuration Section
          • Security Matrix
        • Import Customers from Sage 100 to Sage CRM
        • Import Vendors from Sage 100 to Sage CRM
        • Import Items from Sage 100 to Sage CRM Products
        • Import Logs
        • Synchronize Dropdowns
        • ERP User Mapping with Sage CRM User
        • Map Sage CRM Users
        • Import Custom Field
        • View YTD, LYTD and Last Invoice Date data
        • Sync YTD and LYTD Sales Data Using Windows Scheduler
      • Chapter 2: Customer Integration
        • Promote Sage CRM Company to Sage 100.
        • Linking a Sage CRM Company with Sage 100 customer.
        • Unlinking a Sage CRM Company and Sage 100 customer.
        • Updating the Sage 100 Customer from Sage CRM
        • Promote Sage CRM Person to Sage 100 as Contact.
        • Update Sage 100 Contact from Sage CRM.
        • Promote Sage CRM Address to Sage 100 Address.
        • A message about the Credit limit appears on the Company summary screen
        • Order Entry from within Sage CRM into Sage 100.
        • Streamline Order Promotion using Sage 100 Sdata
        • Bulk Order Promotion
        • Edit Order.
        • Kit Item Functionality.
        • QLE Enhancement
        • BOM Functionality
        • Create AR Invoice from Sage CRM into Sage 100.
        • Create Customer from Sage 100 into Sage CRM.
      • Chapter 3: How Sage 100 Customer Data is displayed in Sage CRM
        • Sage 100 Customers as Sage CRM Company
        • Sage 100 Contacts as Sage CRM Person
        • Sage 100 Address as Sage CRM Address
      • Chapter 4: GUMU™ tabs for Customer in Sage CRM
        • Customer Information.
        • A/R Invoices
        • Sales Order
        • Sales Summary tab
        • Item Sales History tab
        • YTD Sales Detail Tab
        • Credit History Tab
        • Sage 100 Charts
        • Custom Grids
      • Chapter 5: Dashboards and Additional GUMU™ Screens in Sage CRM
        • GUMU™ Dashboard tab in My CRM
        • Find Inventory Screen
        • Inactive Customer Tab
        • Dashboards and Charts functionality
          • ERP Global Dashboard
          • Customer Dashboard
          • Quote and Order Tabs on Person and Company context
      • Chapter 6: Synching Data Using Windows Scheduler
      • Chapter 7: Vendor Integration
        • Vendor Rights Security Matrix
        • Promote Vendor from Sage CRM to Sage 100
        • Updating the Sage 100 Vendor from Sage CRM
        • Promote Sage CRM Person to Sage 100 as Contact
        • Update Sage 100 Contact from Sage CRM
        • Promote Sage CRM Address to Sage 100 Address
        • Create Vendor from Sage 100 to Sage CRM
      • Chapter 8: How Sage 100 Vendor Data is displayed in Sage CRM
        • Sage 100 Vendors as Sage CRM Company
        • Sage 100 Vendor Contacts as Sage CRM Person
        • Sage 100 Vendor Address as Sage CRM Address
      • Chapter 9: GUMU™ tabs for Vendor in Sage CRM
        • Vendor Summary Tab
        • Vendor Receipt History Tab
        • Purchase Order Inquiry
        • AP Invoice History Inquiry
      • Chapter 10: Accessing GUMU™ Integration from Mobile Device
        • Read only GUMU™ tabs using Sage CRM app
        • Complete Integration – without Sage CRM App
  • GUMU™ for Sage CRM – Sage Intacct Integration
    • Installation Guide GUMU™ for Sage CRM – Sage Intacct Integration
      • Chapter 1: Pre-requisites
        • Operating System Requirements
        • Version Compatibility
        • Pre-requisites
        • Country Code Setting
        • Currency Setting
      • Chapter 2: GUMU™ Setup Installation
        • Installing GUMU™ Integration setup on Sage CRM server
      • Chapter 3: Steps to be followed after GUMU™ Setup Installation
        • Syncing UOM from Sage Intacct
        • Ship Via Setting
      • Chapter 4: Webservice User (Sender ID) Authorization Setting
    • User Guide GUMU™ for Sage CRM – Sage Intacct Integration
      • Chapter 1: Sage Intacct GUMU™ Administration
        • Enabling GUMU™ Integration access to each Sage CRM user
        • GUMU™ Configuration with Sage Intacct Company
        • Synchronize Dropdowns
        • User Permission Settings
        • Import Customers from Sage Intacct to Sage CRM
        • Import Vendors from Sage Intacct to Sage CRM
        • Import Product information from Sage Intacct to CRM
        • GUMU™ License Details
      • Chapter 2: Working with Customers
        • Promoting new customers from Sage CRM to Sage Intacct
        • Viewing additional Customer info for a Customer
        • Viewing all the List of Order info for a Customer
        • Viewing all the List of AR Invoices for a Customer
      • Chapter 3: Working with Orders
        • Promoting Order from Sage CRM to Sage Intacct
        • Quick Line Entry Screen on Quote and Orders
      • Chapter 4: Auto Synch Customers
  • GUMU™ for Dynamics 365 CRM - Sage Intacct Integration
    • Pre-requisites
      • Sage Intacct
        • Web service
        • Create Web service user
        • Account Receivable Setup
      • Dynamics 365 CRM
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration details
        • Field Setting
          • Sage Intacct
          • Dynamics 365 CRM
    • Process
      • Sage Intacct to Dynamics 365
        • Sage Intacct ERP Defaults
        • Sage Intacct Salespersons
        • Sage Intacct Customers
        • Sage Intacct Contacts
        • Sage Intacct Product Category
        • Sage Intacct Products
        • Sage Intacct Item Warehouse
        • Sage Intacct Warehouse
        • Sage Intacct Quotes
        • Sage Intacct Orders
        • Sage Intacct Invoices
      • Dynamics to Sage Intacct
        • Dynamics 365 Customers
        • Dynamics 365 Contacts
        • Dynamcis 365 Quotes
        • Dynamics 365 Ordes
  • GUMU™ for Sage Intacct - Rent Manager Integration
    • Pre-requisites
      • Sage Intacct
        • Web service
        • Create Web service user
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration Configuration
        • Field Settings
          • Sage Intacct Fields setting
          • Rent Manager Fields setting
    • Process
      • Sage Intacct to Rent Manager
        • Sage Intacct Vendors
        • Sage Intacct Bill Payments
        • Sage Intacct Void Payments
      • Rent Manager to Sage Intacct
        • Rent Manager Bills
        • Rent Manager Deposits
        • Rent Manager Payments
  • GUMU™ for Dynamics 365 CRM - Sage X3 ERP Integration
    • Pre-requisites
      • Sage X3
        • Create a Connection Pool
        • Invoking Web Service to Check Pool is Configured Successfully
      • Dynamics 365 CRM
        • Steps to Login Dynamics
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration details
        • Field Setting
          • Sage X3
          • Dynamics 365 CRM
    • Process
      • Sage X3 to Dynamics
        • Sage X3 ERP Default
        • Sage X3 Sales Person
        • Sage X3 Customer
        • Sage X3 Customer Contact
        • Sage X3 Product Category
        • Sage X3 Product
        • Sage X3 Item Warehouse
        • Sage X3 Warehouse
        • Sage X3 Quotes
        • Sage X3 Sales Order
        • Sage X3 Invoice
      • Dynamics to Sage X3
        • Dynamics 365 Customers
        • Dynamics 365 Contact
        • Dynamic 365 Quotes
        • Dynamics 365 Sales Order
  • GUMU™ for Dynamics 365 - Sage 100 ERP Integration
    • Pre-requisites
      • Sage 100
      • Dynamic 365 CRM
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration details
        • Field Settings
          • Sage 100 Configuration
          • Dynamic 365 CRM Configuration
    • Process
      • Sage 100 to Dynamics 365 CRM
        • SAGE 100 ERP Defaults
        • SAGE 100 Sales Persons
        • SAGE 100 Customers
        • SAGE 100 Customer Contacts
        • SAGE 100 Warehouse
        • SAGE 100 Product Family
        • SAGE 100 Products
        • SAGE 100 Quotes
        • SAGE 100 Sales Order
        • SAGE 100 Invoice
        • SAGE 100 Item Warehouse
        • SAGE 100 Order Current Status
      • Dynamics 365 CRM to Sage 100
        • Dynamics 365 Customers
        • Dynamics 365 Customer Contacts
        • Dynamics 365 Quotes
        • Dynamics 365 Sales Order
  • GUMU™ for Dynamics 365 -Sage 300 ERP Integration
    • Pre-requisites
      • Sage 300
      • Dynamic 365 CRM
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration
        • Field Settings
          • Sage 300 Configuration
          • Dynamic 365 CRM Configuration
    • Process
      • Sage 300 to Dynamics 365 CRM
        • Sage 300 ERP Defaults
        • Sage 300 Sales Person
        • Sage 300 Customer
        • Sage 300 Contacts
        • Sage 300 Product Category
        • Sage 300 Warehouse
        • Sage 300 Product
        • Sage 300 Item Warehouse
        • Sage 300 Quotes
        • Sage 300 Sales Order
        • Sage 300 Sales Invoice
      • Dynamic 365 CRM to Sage 300
        • Dynamics 365 Customer
        • Dynamics 365 Contacts
        • Dynamics 365 Quotes
        • Dynamics 365 Sales Order
  • GUMU™ for Sage Intacct - Treez Integration
    • Introduction
    • Pre-requisites
      • Sage Intacct
      • Treez
    • User subscription
      • Registration process
      • Connector selection
      • Login/Sign up
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration Configuration
        • Field Settings
          • Sage Intacct
          • Treez
    • Process
      • Treez to Sage Intacct
        • Tickets to Sage Intacct GL
    • Use Case
  • GUMU™ for Sage Intacct - Magento Integration
    • Pre-requisites
      • Sage Intacct
        • Sender ID Web service authorization
        • Create Web service user
        • Account Receivable Setup
      • Magento Setup
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration details
        • Field Setting
          • Sage Intacct Configuration
          • Magento Configuration
      • Process
        • Sage Intacct to Magento
        • Magento to Sage Intacct
          • Magento Customer
          • Magento Contact
  • GUMU™ for Sage 100 - Shopify Integration
    • Pre-requisites
      • Sage 100
      • Shopify
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector Selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration
        • Field Settings
          • Sage 100 Configuration
          • Shopify Configuration
    • Process
      • Sage 100 to Shopify
        • Sage 100 Customer
        • Sage 100 Product Categories
        • Sage 100 Product
        • Sage 100 Product Inventory
        • Sage 100 Invoice
      • Shopify to Sage 100
        • Shopify Customer
        • Shopify Orders
  • GUMU™ for Sage CRM - QuickBooks Integration
    • Pre-requisites
      • QuickBooks
      • Sage CRM
    • User subscription
      • Registration process
      • Connector selection
      • Login/Sign up
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration
        • QuickBooks Configuration
        • Sage CRM Configuration
    • Process
      • QuickBooks To Sage CRM
        • Synchronize ERP Defaults from QuickBooks To Sage CRM
        • Synchronize Customers from QuickBooks to Sage CRM
        • Synchronize Product Category from QuickBooks to Sage CRM
        • Synchronize Product from QuickBooks to Sage CRM
        • Synchronize Sales Order from QuickBooks to Sage CRM
        • Synchronize Invoices from QuickBooks to Sage CRM
      • Sage CRM To QuickBooks
        • Synchronize customers from Sage CRM to QuickBooks:
        • Synchronize Sales Order from Sage CRM to QuickBooks
  • GUMU™ for Sage X3 - Magento Integration
    • Pre-requisites
      • Sage X3
        • Create a Connection Pool
        • Invoking Web Service to Check Pool is Configured Successfully
      • Magento
    • User subscription
      • Registration process
      • Connector selection
      • Login/Sign up
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration Configuration
        • Sage X3 Configuration
        • Magento Configuration
        • Synchronization Processes
    • Process
      • Sage X3 to Magento
        • Sync customers from Sage X3 to Magento
        • Sync Product from Sage X3 to Magento
        • Sync Product Category from Sage X3 to Magento
        • Sync Invoices From Sage X3 To Magento
        • Sync Pricing from Sage X3 to Magento
      • Magento to Sage X3
        • Sync Customers Categories from Magento to Sage X3
        • Sync Customers from Magento to Sage X3
        • Sync Sales Order from Magento to Sage X3
        • Sync Tax From Magento To Sage X3
        • Sync Stock Quantity From Magento To Sage X3
  • GUMU™ for Sage X3 - FTP/SFTP Integration
    • Pre-requisites
      • Sage X3
        • Create a Connection Pool
        • Web service
        • Invoking Web Service to Check Pool is Configured Successfully
      • FTP / SFTP
    • User subscription
      • Registration process
      • Connector selection
      • Login/Sign up
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration Configuration
        • Sage X3 Configuration
        • Magento Configuration
        • Synchronization Processes
    • Process
      • Sage X3 to Magento
        • Sync customers from Sage X3 to Magento
        • Sync Product from Sage X3 to Magento
        • Sync Product Category from Sage X3 to Magento
        • Sync Invoices From Sage X3 To Magento
        • Sync Pricing from Sage X3 to Magento
      • Magento to Sage X3
        • Sync Customers Categories from Magento to Sage X3
        • Sync Customers from Magento to Sage X3
        • Sync Sales Order from Magento to Sage X3
        • Sync Tax From Magento To Sage X3
        • Sync Stock Quantity From Magento To Sage X3
  • GUMU™ for Sage Intacct - Shopify Integration
    • Pre-requisites
      • Sage Intacct
        • Web service
        • Create Web service user
        • Account Receivable Setup
        • Sales Order Setup
      • Shopify
    • User subscription
      • Registration process
      • Connector selection
      • Login/Sign up
    • GUMU™ Portal user
      • GUMU™ Cloud
    • Process
      • Sage Intacct – Shopify
        • Customer from Sage Intacct to Shopify
        • Product Category from Sage Intacct to Shopify
        • Product from Sage Intacct to Shopify
        • Product Inventory Sage Intacct to Shopify
        • Sales Invoice from Sage Intacct to Shopify
      • Shopify – Sage Intacct
        • Customer from Shopify to Sage Intacct
        • Sales Order from Shopify to Sage Intacct
  • GUMU™ for Sage 300 ERP - Magento Integration
    • Pre-requisites
      • Sage 300
      • Magento
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration details
        • Field Settings
          • Sage 300 Configuration
          • Magento Configuration
    • Process
      • Sage 300 to Magento
        • Sage 300 Customer
        • Sage 300 Product Category
        • Sage 300 Product
        • Sage 300 Sales Shipment
        • Sage 300 Sales Invoice
      • Magento to Sage 300
        • Magento Customer
        • Magento Sales Order
  • GUMU™ for Sage Intacct - Avalara Integration
    • Pre-requisites
    • User subscription
      • Registration process
      • Connector selection
      • Login/Sign up
    • GUMU™ Portal user
      • GUMU™ cloud
        • Integration Configuration
        • Field Settings
          • Sage Intacct Configuration
          • Avalara Configuration
    • Process
      • Sage Intacct Sales Invoice
      • Sage Intacct Credit Memo
    • Use Case
  • GUMU™ for Sage Intacct - Blackline Integration
    • Purpose
    • Application Installation
      • Pre-requisites
      • Install Application
      • Application Permission
    • Configuration
      • Blackline
      • GUMU™ Cloud
        • GUMU™ Cloud Configuration
    • Process
      • Introduction
      • Sage Intacct to Blackline FTP
      • Blackline FTP to Sage Intacct
    • Schedules
    • Use Case
  • GUMU™ for Acumatica - Magento Integration
    • Pre-requisites
      • Acumatica
      • Magento
        • User Setup
    • ​User subscription
      • Registration Process
      • Login/Sign up
      • Connector subscription
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration
        • Field Settings
          • Acumatica Configuration
          • Magento Configuration
    • Process
      • Acumatica to Magento
        • Acumatica Product Categories
        • Acumatica Product
        • Acumatica Customer
        • Acumatica Invoice
      • Magento to Acumatica
        • Magento Customer
        • Magento Sales Order
  • GUMU™ for Dynamics 365 - Acumatica Integration
    • Pre-requisites
      • Acumatica
      • Dynamic 365
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration details
        • Field Settings
          • Acumatica Configuration
          • Dynamic 365 CRM Configuration
    • Process
      • Acumatica to Dynamics 365 CRM
        • Acumatica ERP Default
        • Acumatica Sales Person
        • Acumatica Customer
        • Acumatica Product category
        • Acumatica Warehouse
        • Acumatica Products
        • Acumatica Quotes
        • Acumatica Sales Order
        • Acumatica Sales Invoice
      • Dynamic 365 CRM to Acumatica
        • Dynamics 365 Customer
        • Dynamics 365 Quotes
        • Dynamics 365 Sales Order
  • GUMU™ for Acumatica - Shopify Integration
    • Pre-requisites
      • Acumatica
      • Shopify
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector subscription
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration
        • Field Settings
          • Acumatica Configuration
          • Shopify Configuration
    • Process
      • Acumatica to Shopify
        • Acumatica Product Categories
        • Acumatica Product
        • Acumatica Customer
        • Acumatica Product Inventory
        • Acumatica Invoice
      • Shopify to Acumatica
        • Shopify Customer
        • Shopify Order
  • GUMU™ for Sage X3- Shopify Integration
    • Pre-requisites
      • Sage X3
        • Create a Connection Pool
        • Invoking Web Service to Check Pool is Configured Successfully
      • Shopify
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector subscription
    • GUMU™ Portal User
      • GUMU™ Cloud
        • Integration Configuration
        • Field Settings
          • Sage X3 Configuration
          • Shopify Configuration
    • Process
      • Sage X3 to Shopify
        • Sage X3 Product Categories
        • Sage X3 Products
        • Sage X3 Customer
        • Sage X3 Product Inventory
        • Sage X3 Invoices
      • Shopify to Sage X3
        • Shopify Customers
        • Shopify Orders
  • GUMU™ for Sage Intacct - MediusGo Integration
    • Pre-requisites
      • Sage Intacct
        • Sender ID Web service authorization
        • Create Web service user
        • Create Web service user role
      • MediusGo
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration details
        • Field Settings
          • Sage Intacct Configuration
          • MediusGo Configuration
          • Company Mapping
    • Process
      • Sage Intacct to MediusGo
        • Sage Intacct ERP Defaults
        • Sage Intacct Currency
        • Sage Intacct Company
        • Sage Intacct G/L Account
        • Sage Intacct Vendors
        • Sage Intacct Dimensions
        • Sage Intacct Products
        • Sage Intacct Purchase Order
        • Sage Intacct Delivery Receipt
      • MediusGo to Sage Intacct
        • MediusGo Purchase Invoice
  • GUMU™ for Sage 300 -Shopify Integration
    • Pre-requisites
      • Sage 300
      • Shopify
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector subscription
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration
        • Field Settings
          • Sage 300 Configuration
          • Shopify Configuration
    • Process
      • Sage 300 to Shopify
        • Sage 300 Product Categories
        • Sage 300 Product
        • Sage 300 Customer
        • Sage 300 Product Inventory
        • Sage 300 Invoices
      • Shopify to Sage 300
        • Shopify Customer
        • Shopify Order
  • GUMU™ for Sage 100 – Configure One Integration
    • Pre-requisites
      • Sage 100
      • Configure One
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector Selection
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration details
        • Field Settings
          • Sage 100 Configuration
          • Configure One Configuration
    • Process
      • Sage 100 to Configure One
        • Sage 100 Items
      • Configure One to Sage 100
  • GUMU™ for Sage 300c - Magento Integration
    • Pre-requisites
      • Sage 300c
      • Magento
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector subscription
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration
        • Field Settings
          • Sage 300c Configuration
          • Magento Configuration
    • Process
      • Sage 300c to Magento
        • Sage 300c Product Category
        • Sage 300c Product
        • Sage 300c Customer
        • Sage 300c Sales Invoice
      • Magento to Sage 300c
        • Magento Customer
        • Magento Sales Orders
  • GUMU™ for Sage CRM – Sage X3 Integration
    • Installation Guide GUMU™ for Sage CRM – Sage X3 Integration
      • Chapter 1: Pre-requisites
        • 1. Operating System Requirements
        • 2. Version Compatibility
        • 3. Pre-conditions
        • 4. Country Code Setting
        • 5. Currency Setting
      • Chapter 2: GUMU™ Setup Installation
        • Installing GUMU™ Integration setup on Sage CRM server
      • Chapter 3: Sage X3 Patches Installation
      • Chapter 4: Validation of Sage X3 Webservices objects and Data Dictionary
      • Chapter 5: Charts and Dashboard Setup.
    • User Guide GUMU™ for SAGE CRM – SAGE X3 Integration
      • Chapter 1: Sage CRM side GUMU™ Administration
        • Enabling GUMU™ Integration access to each Sage CRM user
        • GUMU™ Configuration with Sage X3 Pool and Folder
        • Creating Link Server for integrating multiple Sage X3 folders/servers
        • Synchronize Dropdown
        • Folder Level User Setting
        • Import Business Partners (Customers) from Sage X3 to CRM
        • Reviewing Product Configuration Settings
        • Import Product information from Sage X3 to CRM
        • GUMU™ Customizer
        • Link Business Partners
        • GUMU™ License Details
      • Chapter 2: Working with Customers
        • Promoting new customers from Sage CRM to Sage X3
        • Linking existing Sage CRM Customers with Sage X3 Customer
        • Creating a new additional address in Sage X3
        • Creating new additional contact in Sage X3
        • Viewing additional Customer info for a Customer
        • Viewing all the List of Order info for a Customer
        • Viewing the List of AR Invoices for a Customer
        • Dashboards and Charts functionality
      • Chapter 3: Working with Orders / Quotes
        • Promoting Order from Sage CRM to Sage X3
        • To promote a quote from Sage CRM to Sage X3
        • Quick Line Entry Screen on Quote and Orders
      • Chapter 4: Sync Product and Customer Data Using Windows Scheduler
        • Sync Customer Data Using Windows Scheduler
        • Sync Product Data Using Windows Scheduler
  • GUMU™ for Sage 300c - Shopify Integration
    • Pre-requisites
      • Sage 300c
      • Shopify
    • User subscription
      • Registration process
      • Login/Sign up
      • Connector subscription
    • GUMU™ Portal user
      • GUMU™ Cloud
        • Integration configuration
        • Field Settings
          • Sage 300c Configuration
          • Shopify Configuration
    • Process
      • Sage 300c to Shopify
        • Sage 300c Product Category
        • Sage 300c Product
        • Sage 300c Customer
        • Sage 300c Shipment
      • Shopify to Sage 300c
        • Shopify Customer
        • Shopify Sales Orders
Powered by GitBook
On this page
  • Category
  • Currency
  • Import Customer
  • Customer Address
  • Customer Contact
  • Import Product
  • ImportSalesOrder
  • Language
  • PricebookEntry
  • PricebookEntrySTD
  • Product Family
  • Product
  • Prospect
  • ProspectAddress
  • ProspectContact
  • SalesOrder
  • SalesOrderLines
  • SalesPerson
  • Shipping
  • Site
  • SyncDropdown
  • TaxRule
  • TermsCode
  • UOM

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  1. GUMU™ for Salesforce
  2. Sage X3
  3. GUMU™ Settings
  4. Entity Mapping/Import

Default Mapping

Category

ERP TO SF

Target Field label
Target Field
Data Type
Source Field
Codes

Category

GUMU__CategoryCode__c

string

Category

(BCGCOD)

Category description

GUMU__Category_description__c

string

Category Description

(DESAXX)

Customer Type

GUMU__Customer_Type__c

string

Category type

(BCTYP)

Currency

ERP TO SF

Target Field label
Target Field
Data Type
Source Field
Codes

Currency Code

GUMU__Currency_Code__c

String

Currency

CUR

Currency Description

GUMU__Currency_Description__c

String

Title

INTDES

Import Customer

ERP TO SF

Target Field label
Target Field
Data Type
Source Field
Codes

Account Name

Name

string

Name

BPCNAM

Account Type

Type

string

Prospect

PPTflg

Billing City

BillingCity

string

City

CTY

Billing Country

BillingCountry

string

Country

CRY

Billing State/Province

BillingState

string

Region

SAT

Billing Street

BillingStreet

string

Address

ADDLIG1

Billing Zip/Postal Code

BillingPostalCode

string

Company Code

GUMU__ERP_Company_Code__c

string

Postal Code

POSCODE

Currency

GUMU__Currency__c

string

Currency

CUR

Customer Number

GUMU__ERP_Customer_Number__c

string

Customer

BPCNUM

Account Phone

Phone

string

Telephone

TEL1

Website

Website

string

Website

FCYWEB

SF TO ERP

Source Field Label
Source Field
Target Field Label
Codes

Customer Number

GUMU__ERP_Customer_Number__c

Customer

BPCNUM

Account Name

Name

Name

BPCNAM

Account Description

Description

Short Description

BPRSHO

Billing Country

BillingCountry

Country

CRY

Currency

GUMU__Currency__c

Currency

CUR

Account Site

Site

Site

FCY

Customer No.

GUMU__ERP_Customer__c

Customer

BPCFLG

Account Type

Type

Prospect

PPTFLG

Account Description

Description

Description

BPADES

Shipping Country

ShippingCountry

Country

BPACRY

Billing Street

BillingStreet

Address

ADDLIG1

Billing Street

BillingStreet

Address

ADDLIG2

Billing Street

BillingStreet

Address

ADDLIG3

Billing State/Province

BillingState

Postal Code

POSCOD

Billing City

BillingCity

City

CTY

Account Phone

Phone

Telephone

TEL1

Website

Website

Website

FCYWEB

ERP Customer Type

GUMU__ERP_Customer_Type_c

Customer Type

BPCTYP

Billing Address

BillingAddress

Shipping Address

ShippingAddress

Account Name

Name

Search key

CNTFULNAM

Customer Address

ERP TO SF

Target Field label
Target Field
Data Type
Source Field
Codes

Address1

GUMU__Ship_To_Address1__c

String

Address

ADDLIG1

Address2

GUMU__Ship_to_Address2__c

String

Address

ADDLIG2

Address3

GUMU__Ship_to_Address3__c

String

Address

ADDLIG3

City

GUMU__Ship_to_Address3__c

String

City

CTY

Country Code

GUMU__Ship_to_Country_Code__c

String

Country

BPACRY

Default ShipTo

GUMU__Default_ShipTo__c

String

Email Address

GUMU__Email_Address__c

String

Email

WEB1

Primary Address

GUMU__IsPrimary__c

String

Default

BPAADDFLG

Ship to Address

GUMU__isShipTo__c

String

Ship To Code

GUMU__Ship_To_Code__c

String

Address

CODADR

Ship To Name

GUMU__Ship_To_Name__c

String

Description

BPADES

State

GUMU__Ship_To_State__c

String

Region

SAT

Telephone Ext

GUMU__Telephone_Ext__c

String

Telephone No

GUMU__Telephone_No__c

String

Telephone

TEL1

Zip Code

GUMU__Ship_To_Zip_Code__c

String

Postal code

POSCOD

Ship To Addresses Name

Name

String

Address

CODADR

Not Promoted?

GUMU__Not_Promoted__c

String

Relationship

Target Field
Source Field
Default Value
ParentObject

GUMU__Account_Id_c

Customer(BPCNUM)

Account

Customer Contact

ERP TO SF

Target Field label
Target Field
Data Type
Source Field
Codes

Department

Department

string

Department

CNSTRV

ERP Contact Code

GUMU__ERP_Contact_Code__c

string

ERP Contact Code

CCNCRM

First Name

FirstName

string

First Name

CNTFNA

Last Name

LastName

string

Last Name

CNTLNA

Salutation

Salutation

string

Title

CNTTTL

Business Phone

Phone

string

Telephone

CNTTEL

Business Fax

Fax

string

Fax

CNTFAX

Mobile Phone

MobilePhone

string

Mobile phone

CNTMOB

Home Phone

HomePhone

string

Telephone

CNTTEL

Email

Email

string

Email

CNTWEB

Relationship

Target Field
Source Field
Default Value
Parent object

AccountId

Customer(BPCNUM)

Account

Import Product

ERP TO SF

Target Field Label
Target Field
Data Type
Source Field

ERP Product Family Code

GUMU__ERP_Product_Family_Code__c

string

Category(TCLCOD)

ERP Product Family Description

GUMU__ERP_Product_Family_Description__c

string

Title(TCLDES)

SF TO ERP

Source Field Label
Source Field
Target Field Label
Codes

Customer Number

GUMU__ERP_Customer_Number__c

Customer

BPCNUM

Account Name

Name

Name

BPCNAM

Account Description

Description

Short Description

BPRSHO

Billing Country

BillingCountry

Country

CRY

Currency

GUMU__Currency__c

Currency

CUR

Account Site

Site

Site

FCY

Customer No.

GUMU__ERP_Customer__c

Customer

BPCFLG

Account Type

Type

Prospect

PPTFLG

Account Description

Description

Description

BPADES

Shipping Country

ShippingCountry

Country

BPACRY

Billing Street

BillingStreet

Address

ADDLIG1

Billing Street

BillingStreet

Address

ADDLIG2

Billing Street

BillingStreet

Address

ADDLIG3

Billing State/Province

BillingState

Postal Code

POSCOD

Billing City

BillingCity

City

CTY

Account Phone

Phone

Telephone

TEL1

Website

Website

Website

FCYWEB

ERP Customer Type

GUMU__ERP_Customer_Type_c

Customer Type

BPCTYP

Billing Address

BillingAddress

Shipping Address

ShippingAddress

Account Name

Name

Search key

CNTFULNAM

ImportSalesOrder

ERP TO SF

Target Field label
Target Field
Data Type
Source Field
Codes

AmtAddTax

GUMU__AmtAddTax__c

Number

Tax Includeed

ORDINVATI

AmtSubTax

GUMU__AmtSubTax__c

Number

#NAME?

ORDINNOT

Currency

GUMU__Currency__c

String

Currency

CURR

CustomerNo

GUMU__CustomerNo__c

String

Sold To

BPCORD

Document Type

GUMU__Document_Type__c

String

ERP Order Number

GUMU__ERP_Order_Number__c

String

Number

Number

ERP Order Total

GUMU__ERP_Order_Total__c

Number

Tax Includeed

ORDINVATI

LineTotal

GUMU__LineTotal__c

Number

Excl tax lines

ORDNOT

Order Start Date

EffectiveDate

String

Shipment date

Shipment date

SalesSite

GUMU__SalesSite__c

String

Sales Site

SALFCY

ShipmentSite

GUMU__ShipmentSite__c

String

Shipment Site

STOFCY

Status

Status

String

ShipToCode

GUMU__ShipToCode__c

String

Delivery Address

BPAAD

SF TO ERP

Source Field Label
Source Field
Target Field Label
Codes

SalesSite

GUMU__SalesSite__c

SalesSite

Type

Order Type

Type

SOHTYP

ERP Order Number

GUMU__ERP_Order_Number__c

Number

Number

Order Start Date

EffectiveDate

Shipment date

Shipment date

CustomerNo

GUMU__CustomerNo__c

Sold To

BPCORD

Currency

GUMU__Currency__c

Currency

CURR

ShipToCode

GUMU__ShipToCode__c

Delivery Address

BPAAD

Description

Short Description

Short Description

SHO

Order Amount

TotalAmount

% or amount

INDVTAAMT

AmtSubTax

GUMU__AmtSubTax__c

Tax Includeed

ORDINVATI

ERP Order Total

GUMU__ERP_Order_Total__c

Tax Includeed

ORDINVATI

ShipmentSite

GUMU__ShipmentSite__c

Shipment Site

STOFCY

Relationship

Target Field
Source Field
Default Value
Parent object

AccountId

Sold To(BPCORD)

Account

Pricebook2Id

Price book

Language

ERP TO SF

Target Field label
Target Field
Data Type
Source Field
Codes

Language Code

GUMU__LanguageCode__c

String

Language

LAN

Language Description

GUMU__LanguageDescription__c

String

Title

INTDES

PricebookEntry

ERP TO SF

Target Field label
Target Field
Data Type
Source Field
Codes

Category

GUMU__Category__c

String

Category

TCLCOD

List Price

UnitPrice

Number

Base Price

BASPRI

PricebookEntrySTD

ERP TO SF

Target Field label
Target Field
Data Type
Source Field
Codes

List Price

UnitPrice

Number

Base price

BASPRI

Category

GUMU__Category__c

String

Category

TCLCOD

Product Family

ERP TO SF

Target Field label
Target Field
Data Type
Source Field
Codes

ERP Product Family Code

GUMU__ERP_Product_Family_Code__c

String

Category

TCLCOD

ERP Product Family Description

GUMU__ERP_Product_Family_Description__c

String

Title

TCLDES

Product

ERP TO SF

Target Field label
Target Field
Data Type
Source Field

Product Name

Name

string

Item Code(ITMREF)

Product Code

ProductCode

string

Item Code(ITMREF)

Active

IsActive

checkbox

Product Description

Description

string

Item description 1(ITMDES1)

Relationship

Target Field
Source Field

GUMU_ERP_Product_Family_Id_c

Category(TCLCOD)

Prospect

Target Field label
Target Field
Data Type
Source Field
Codes

Account Name

Name

string

Name

BPCNAM

Account Type

Type

string

Prospect

PPTflg

Billing City

BillingCity

string

City

CTY

Billing Country

BillingCountry

string

Country

CRY

Billing State/Province

BillingState

string

Region

SAT

Billing Street

BillingStreet

string

Address

ADDLIG1

Billing Zip/Postal Code

BillingPostalCode

string

Company Code

GUMU__ERP_Company_Code__c

string

Postal Code

POSCODE

Currency

GUMU__Currency__c

string

Currency

CUR

Customer Number

GUMU__ERP_Customer_Number__c

string

Customer

BPCNUM

Account Phone

Phone

string

Telephone

TEL1

Website

Website

string

Website

FCYWEB

SF TO ERP

Source Field Label
Source Field
Target Field Label
Codes

Customer Number

GUMU__ERP_Customer_Number__c

Customer

BPCNUM

Account Name

Name

Name

BPCNAM

Account Description

Description

Short Description

BPRSHO

Billing Country

BillingCountry

Country

CRY

Currency

GUMU__Currency__c

Currency

CUR

Account Site

Site

Site

FCY

Customer No.

GUMU__ERP_Customer__c

Customer

BPCFLG

Account Type

Type

Prospect

PPTFLG

Account Description

Description

Description

BPADES

Shipping Country

ShippingCountry

Country

BPACRY

Billing Street

BillingStreet

Address

ADDLIG1

Billing Street

BillingStreet

Address

ADDLIG2

Billing Street

BillingStreet

Address

ADDLIG3

Billing State/Province

BillingState

Postal Code

POSCOD

Billing City

BillingCity

City

CTY

Account Phone

Phone

Telephone

TEL1

Website

Website

Website

FCYWEB

ERP Customer Type

GUMU__ERP_Customer_Type_c

Customer Type

BPCTYP

Billing Address

BillingAddress

Shipping Address

ShippingAddress

Account Name

Name

Search key

CNTFULNAM

ProspectAddress

ERP TO SF

Target Field label
Target Field
Data Type
Source Field
Codes

Address1

GUMU__Ship_To_Address1__c

String

Address

ADDLIG1

Address2

GUMU__Ship_to_Address2__c

String

Address

ADDLIG2

Address3

GUMU__Ship_to_Address3__c

String

Address

ADDLIG3

City

GUMU__Ship_to_Address3__c

String

City

CTY

Country Code

GUMU__Ship_to_Country_Code__c

String

Country

BPACRY

Default ShipTo

GUMU__Default_ShipTo__c

String

Email Address

GUMU__Email_Address__c

String

Email

WEB1

Primary Address

GUMU__IsPrimary__c

String

Default

BPAADDFLG

Ship to Address

GUMU__isShipTo__c

String

Ship To Code

GUMU__Ship_To_Code__c

String

Address

CODADR

Ship To Name

GUMU__Ship_To_Name__c

String

Description

BPADES

State

GUMU__Ship_To_State__c

String

Region

SAT

Telephone Ext

GUMU__Telephone_Ext__c

String

Telephone No

GUMU__Telephone_No__c

String

Telephone

TEL1

Zip Code

GUMU__Ship_To_Zip_Code__c

String

Postal code

POSCOD

Ship To Addresses Name

Name

String

Address

CODADR

Not Promoted?

GUMU__Not_Promoted__c

String

Relationship

Target Field
Source Field
Default Value
Parent object

GUMU_AccountId_c

Prospect(BPCNUM)

Account

ProspectContact

ERP TO SF

Target Field label
Target Field
Data Type
Source Field
Codes

Department

Department

string

Department

CNSTRV

ERP Contact Code

GUMU__ERP_Contact_Code__c

string

ERP Contact Code

CCNCRM

First Name

FirstName

string

First Name

CNTFNA

Last Name

LastName

string

Last Name

CNTLNA

Salutation

Salutation

string

Title

CNTTTL

Business Phone

Phone

string

Telephone

CNTTEL

Business Fax

Fax

string

Fax

CNTFAX

Mobile Phone

MobilePhone

string

Mobile phone

CNTMOB

Home Phone

HomePhone

string

Telephone

CNTTEL

Email

Email

string

Email

CNTWEB

Relationship

Target Field
Source Field
Default Value
Parent object

GUMU_AccountId_c

Prospect(BPCNUM)

Account

SalesOrder

ERP TO SF

Target Field label
Target Field
Data Type
Source Field
Codes

AmtAddTax

GUMU__AmtAddTax__c

Number

Tax Includeed

ORDINVATI

AmtSubTax

GUMU__AmtSubTax__c

Number

#NAME?

ORDINNOT

Currency

GUMU__Currency__c

String

Currency

CURR

CustomerNo

GUMU__CustomerNo__c

String

Sold To

BPCORD

Document Type

GUMU__Document_Type__c

String

ERP Order Number

GUMU__ERP_Order_Number__c

String

Number

Number

ERP Order Total

GUMU__ERP_Order_Total__c

Number

Tax Includeed

ORDINVATI

LineTotal

GUMU__LineTotal__c

Number

Excl tax lines

ORDNOT

Order Start Date

EffectiveDate

String

Shipment date

Shipment date

SalesSite

GUMU__SalesSite__c

String

Sales Site

SALFCY

ShipmentSite

GUMU__ShipmentSite__c

String

Shipment Site

STOFCY

Status

Status

String

ShipToCode

GUMU__ShipToCode__c

String

Delivery Address

BPAAD

SF TO ERP

Source Field Label
Source Field
Target Field Label
Codes

SalesSite

GUMU__SalesSite__c

SalesSite

Type

Order Type

Type

SOHTYP

ERP Order Number

GUMU__ERP_Order_Number__c

Number

Number

Order Start Date

EffectiveDate

Shipment date

Shipment date

CustomerNo

GUMU__CustomerNo__c

Sold To

BPCORD

Currency

GUMU__Currency__c

Currency

CURR

ShipToCode

GUMU__ShipToCode__c

Delivery Address

BPAAD

Description

Short Description

Short Description

SHO

Order Amount

TotalAmount

% or amount

INDVTAAMT

AmtSubTax

GUMU__AmtSubTax__c

Tax Includeed

ORDINVATI

ERP Order Total

GUMU__ERP_Order_Total__c

Tax Includeed

ORDINVATI

ShipmentSite

GUMU__ShipmentSite__c

Shipment Site

STOFCY

Relationship

Target Field
Source Field
Default Value
Parent object

AccountId

Sold To(BPCORD)

Account

Pricebook2Id

Price book

SalesOrderLines

ERP TO SF

Target Field label
Target Field
Data Type
Source Field
Codes

Extension Amount

GUMU__ExtensionAmt__c

Number

Gross Price

GROPRI

Minus Tax

GUMU__MinusTax__c

Number

Line amt -tax

LINORDNOT

Plus Tax

GUMU__PlusTax__c

Number

Line amt +tax

LINORDATI

Quantity

Quantity

Number

Oredered qty

QTY

Tax Class

GUMU__TaxClass__c

String

tax Level

VACITM1

Unit Price

UnitPrice

Number

Net Price

NETPRI

UOM

GUMU__UOM__c

String

Sal

SAU

Warehouse Code

GUMU__Warehouse_Code__c

String

Ship Site

DSTOFCY

Line Description

Description

String

Description

NAMDIE

SF TO ERP

Source Field Label
Source Field
Target Field Label
Codes

Warehouse Code

GUMU__Warehouse_Code__c

Ship Site

DSTOFCY

UOM

GUMU__UOM__c

Sal

SAU

Quantity

Quantity

Oredered qty

QTY

Extension Amount

GUMU__ExtensionAmt__c

Gross Price

GROPRI

Unit Price

UnitPrice

Net Price

NETPRI

Tax Class

GUMU__TaxClass__c

tax Level

VACITM1

Minus Tax

GUMU__MinusTax__c

Line amt -tax

LINORDNOT

Plus Tax

GUMU__PlusTax__c

Line amt +tax

LINORDATI

SalesPerson

ERP TO SF

Target Field label
Target Field
Data Type
Source Field
Codes

Salesperson Code

GUMU__Salesperson_Code__c

String

Salesperson Number

REPNUM

Salesperson Description

GUMU__Salesperson_Description

String

Salesperson Name

REPNAM

Shipping

ERP TO SF

Target Field label
Target Field
Data Type
Source Field
Codes

Default ShipTo

GUMU__Default_ShipTo__c

String

Default Ship To customer

BPADADDFLG

Ship to Address

GUMU__isShipTo__c

String

Ship To Code

GUMU__Ship_To_Code__c

String

ADRR

BPAADD

Not Promoted?

GUMU__Not_Promoted__c

Checkbox

Relationship

Target Field
Source Field
Default Value
Parent object

GUMU__Account_Id_c

Customer(BPCNUM)

Account

Site

ERP TO SF

Target Field label
Target Field
Data Type
Source Field
Codes

Site Code

GUMU__Site_Code__c

String

Site

FCY

Site Description

GUMU__Site_Description__c

String

Name

FCYNAM

SyncDropdown

ERP TO SF

Target Field label
Target Field
Data Type
Source Field
Codes

Category

GUMU__CategoryCode__c

String

Category

BCGCOD

Category description

GUMU__Category_description__c

String

Category Description

DESAXX

Customer Type

GUMU__Customer_Type__c

String

Customer Type

BPCTYP

TaxRule

ERP TO SF

Target Field label
Target Field
Data Type
Source Field
Codes

Legislation

GUMU__Legislation__c

String

Legislation

LEG

Tax Rule Code

GUMU__TaxRuleCode__c

String

Tax Rule

VACBPR

Tax Rule Description

GUMU__TaxRule_Description__c

String

Description

DESAXX

TermsCode

ERP TO SF

Target Field label
Target Field
Data Type
Source Field
Codes

Condition Line

GUMU__ConditionLine__c

String

Condition Line

PTELIN

Legislation

GUMU__Legislation_

String

Legislation

LEG

Terms Code

GUMU__Terms_Code__c

String

Payment Terms

PTE

Terms Code Description

GUMU__Terms_Code_Description__c

String

Title

DESAXX

UOM

ERP TO SF

Target Field label
Target Field
Data Type
Source Field
Codes

Unit Of Measure Name

Name

String

Unit

UOM

UOM Code

GUMU__UOM_Code__c

String

Unit

UOM

PreviousEntity Mapping/ImportNextUnlink Account

Last updated 1 month ago

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