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:

1. Navigate to GUMU™ Co-Pilot.

2. Select Subscribe.

3. Select Sage CRM.

4. Locate the Sage CRM subscription.

5. 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:

http://<IP Address>/sdata/<CRM Instance>/sagecrm

For example:

http://192.168.0.160/sdata/crm2024j/sagecrm

Where:

• <IP Address> = IP address or hostname of the Sage CRM server.

• <CRM Instance> = Name of the Sage CRM instance.

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Step 3: Test the Connection

After entering all the required details:

1. Verify the Web Service URL.

2. Verify the Username.

3. Verify the Password.

4. Click Test Connection.