Configuring Sage CRM in Bportaly
Once the Sage CRM connector has been subscribed, it must be configured with the appropriate Sage CRM connection details.
Step 1: Navigate to the Sage CRM Configuration
In Bportaly:
Navigate to GUMU™ Co-Pilot.
Select Subscribe.
Select Sage CRM.
Locate the Sage CRM subscription.
Click Configure.
Reference:

Step 2: Enter Sage CRM Connection Details
Enter the following information:
Configuration
Description
Example
Web Service URL
URL used to access the Sage CRM Web Services/SData endpoint.
http://192.168.0.160/sdata/crm2024j/sagecrm
User
Username of the Sage CRM application user.
username
Password
Password of the Sage CRM application user.
password
Web Service URL Format
The Web Service URL should follow this format:
For example:
Where:
<IP Address>= IP address or hostname of the Sage CRM server.<CRM Instance>= Name of the Sage CRM instance.
Step 3: Test the Connection
After entering all the required details:
Verify the Web Service URL.
Verify the Username.
Verify the Password.
Click Test Connection.
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