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
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  1. GUMU™ for Sage CRM – Sage X3 Integration
  2. User Guide GUMU™ for SAGE CRM – SAGE X3 Integration

Chapter 2: Working with Customers

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Last updated 1 year ago

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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 all the list of AR Invoices for a Customer
Dashboards and Charts functionality