Entity Settings
Last updated
Last updated
Entity Settings manage which Sage web services, and fields associated with it, need to be integrated. The GUMU™ reads the table schema using the Sage X3 Web Service and maps details like Field Name, Field Label, and Data Type that you can see under the mapping tab of the Import.
Let us walk through the process of creating a new entity and get the real-time schema of the Sage object. Once you have installed the GUMU™ in your Salesforce organization follow the steps below:
Login into Salesforce, navigate to the GUMU Settings app, and click on the Entity Setting tab.
To create a new entity, click on the New Entity button in the top right corner.
Let’s use an example of an already existing (Standard) entity, Sage X3-CustomerHeader, click on the blue eye icon (on the left under the Action panel) to view the entity details.
The Header section has an Entity Name which is used for the GUMU™ Integration Entity import routine and a corresponding API method present in the Sage X3 tables.
| Field | Description |
|---|---|
Entity Name | Specify the Entity Name as per the requirement (e.g., Here It's CustomerHeader) |
API Name | The API method is used to define the table name from Sage for that particular entity |
Group Name | When you require any group specific data you need to specify |
Parent Entity | Specify the Entity which is Parent defined in Web Service |
Master Entity Field for Filter | Specify the Master Entity Field on which the Parent Entity will get filtered |
Go to the Details tab to get the exact fields available from Sage for performing actions from Salesforce, and click the Save button to store the schema information for use in the GUMU™.
To display additional fields, click the Edit button then click the Refresh Fields button at the top right of the page.
Also, you can define a primary key for Entity by selecting fields from the list as shown in the below screen. If you want to assign a composite key (a combination of more than one field as the primary key) to the entity, you can add multiple rows under the Primary Key tab.
And here you have your entity created and ready for integration. This entity can now be used in the Import routine for bringing the records into Salesforce from Sage X3.
