GUMU™ Configuration with Sage Intacct Company

At the time of GUMU™ setup installation, we have to enter all the details for Sage Intacct credentials which will be saved automatically in this GUMU™ Configuration page. If there are any changes, you can always edit/update from this page.

For Configuring Sage CRM with Sage Intacct

• Go to Sage CRM Administration menu.

• Click on Sage Intacct → Configuration → Click on hyperlink of your Sage Intacct Company-> Click on Change button. It will navigate you to below GUMU™ Configuration edit screen.

User can update the details in this GUMU configuration page. The GUMU™ Configuration entry fields are explained in below table.

Field	Description
Sage Intacct Web service URL	Sage Intacct Web service URL. This will load automatically.
Sage Intacct Company Name	Enter the Sage Intacct Company name.
Sync	Select the synchronization setting by which you want data to be flow.
	1. INTACCT TO CRM: - If user sets this option, data will flow only one way from Sage Intacct to Sage CRM.
	2. CRM TO INTACCT: - If user sets this option, data will flow only from Sage CRM to Sage Intacct.
	3. Bi-Directional :- If user sets this option, GUMU™ will synch data on bi-directional basis
Intacct User Name	Enter Admin level Sage Intacct Application User Name (case sensitive).
Sage Intacct Password	Enter Sage Intacct User’s password
Sender ID	Enter Sender ID provided
Sender Password	Enter Sender Password
Vendor Integration	If this check box is checked, it will enable Vendor Integration Functionality part i.e. Promote and Import Vendors from Sage CRM to Sage Intacct.
Update Phone/Email from	In Sage Intacct Phone and Email are stored on Contact level. While importing customers using GUMU, we import this phone/email in Sage CRM primary contact’s as well as Company’s Phone/Email tab.
	But while updating Imported information from Sage CRM, user can decide whether he wants to update Phone/Email from Company level or Contact level using this setting. Depending on option selected, data will to Sage Intacct.
Pricing List	Once user run synch dropdowns process along with Default Pricing then by default GUMU will set Default Pricing List as per defined in Sage Intacct.
Is Multi-Currency	User will have to set (YES OR NO) the settings as per Sage Intacct. If Sage Intacct Company is Multi Currency then user will have to set the settings as per defined under Setup -> Configure Order Entry section. User can identify through Foreign Currency checkbox is checked or not. If it is checked then user will have to set Multi-Currency setting to YES and if the Foreign Currency checkbox is unchecked the user will have to set as NO.
Impersonation Section
Domain name	Enter Sage CRM Window domain name
Windows Username	Enter domain Windows username. This user should have domain administrator level rights.
Windows Password	Enter Windows password of Windows user