The GUMU™ Sage ERP Integration for Salesforce – System Administrator Guide helps in configuring the integration, setting up the configuration screen, and offering a functional overview.

Prerequisites for the Sage 300 Salesforce Integration

Our Pre-Installation Checklist contains all of the mandatory steps, as well as credentials, server and contact info, etc. that is required for the integration. Your Salesforce Administrator, IT team and Sage Partner can all help with their respective fields. Once the IT Setup is finalized, we can move ahead with the installation. Prerequisites include the following:

• Salesforce Access and Sandbox credentials and contact info
• Disabling multifactor authentication
• Remote access credentials
• Windows server name
• SQL configuration
• Sage version, edition, home directory path, login credentials, company codes and contact info

Once we have confirmed your checklist, we can typically have you integrated within 5 business days.

GUMU™ Extension Installation

First up, you need to install the GUMU™ Extension. This requires IIS to be installed on the Sage 300 Server – make sure you did not miss any steps on the Pre-Installation Checklist!

GUMU™ Static Files Upload

Another mandatory step before proceeding with the configuration is uploading the Static Files so that default Entities and Entity Mapping can be created.

Package Installation

You can either obtain the package link from the App Exchange, or we can manage the installation process on your behalf. Let’s get to installing the goods!

GUMU™ Settings

Within the GUMU™ Settings app we see a panel of seven tabs that contain the integration configuration settings and features related to mapping data between the Salesforce fields and Sage. These include:

1. Configuration
2. Security matrix
3. Entity Settings
4. Entity Mapping/Import
5. Unlink Account
6. Link Account
7. Salesperson mapping

GUMU™ Integration