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GUMU for Salesforce Sage 100

Connecting Sage 100 with Salesforce provides customer-facing staff with the option to view accounting data and create orders through Salesforce.

The information we are providing on this page refers to the GUMU™ integration between Salesforce and Sage 100.

  • Bi-directional,
  • Supports the promotion of new customers from Salesforce to Sage 100 ERP (permission based),
  • Supports the creation of quotes and orders from Salesforce that leverage products and pricing in Sage 100. This too is permission based.
  • Sage 100 does not need to be the latest version.
  • Salesforce users do not require a license for Sage 100.

This integration between Salesforce and Sage 100 is now generally recognized as the leading integration to Salesforce with 60+ reviews on Salesforce’s AppExchange and a 5-star rating!

GUMU™ Salesforce to Sage 100 CUSTOMER QUESTIONNAIRE

This questionnaire goes over key information for our technical team to ensure a smooth integration between Salesforce and Sage Intacct. Topics include synchronization preferences, configuration, customizations, quotes/orders/products/pricing, historical data and scheduling. To be completed with your My CRM Manager Project Manager.

GUMU™ Salesforce to Sage Intacct CUSTOMER QUESTIONNAIRE

This questionnaire goes over key information for our technical team to ensure a smooth integration between Salesforce and Sage Intacct. Topics include synchronization preferences, configuration, customizations, quotes/orders/products/pricing, historical data and scheduling. To be completed with your My CRM Manager Project Manager.

GUMU™ Integration User Experience

This video highlights what the integration looks like from a user experience. Please keep in mind the following:

  • Users see key statistics from Sage 100 related to their accounts on a dashboard. 
  • Accounts can be promoted from Salesforce to Sage 100. 
  • Users can create Quotes under their opportunities that leverage Sage 100 inventory items and pricing. On acceptance, these Quotes can be promoted to the Sage 100 Sales Order module.
GUMU™ Salesforce to Sage 100 System Admin & User Guide

The System Administrator & User Guide helps in configuring the integration, setting up the configuration screen, and offering a functional overview. 

GUMU™ Settings within Salesforce

This 6-minute video walks you through how the integration is configured. Please keep in mind the following points:

  • Salesforce users do not consume a license for Sage 100.
  • You can define what data you want to integrate, how often, AND what direction you want data to flow. Options include (a) Salesforce to Sage, (b) Sage to Salesforce, and (c) both directions.
  • The integration allows for any Sage 100 User Defined Fields to automatically become available in the setup screens.
  • You can configure multiple Sage 100 databases to the Salesforce instance.

Frequently Asked Questions about GUMU™ Salesforce to Sage 100

What is the cost for this integration?

  • The integration is sold as an annual subscription rate of $240/user/year. A minimum of 5-users is required. For systems requiring more than 50-users, contact us.
  • The number of GUMU™ licenses should match the number of Salesforce type user licenses. The number of Salesforce users you have is defined within Salesforce within SETUP / Company Information / User Licenses / Salesforce. 
  • Please refer to our pricing calculator.

What does GUMU mean?

GUMU stands for ‘Greytrix Universal Migration Utility’.  This name is associated with the framework used in all of Greytrix’s integrations between CRM and accounting. 

What versions of Sage 100 does this support?

The GUMU™ supports all versions of Sage 100 ERP

What versions of Salesforce does the GUMU™ support?

  1. Essentials Edition (Not Recommended/supported by the GUMU™)
  2. Professional Edition (Limited Customization): While the standard features of the GUMU™ work with the Professional Edition there are restricted options when it comes to customizing the GUMU™ (if required). This is because the Professional Edition provides no API. Further Reading. 
  3. Enterprise Edition (Production/Sandbox): This edition is suitable for both production and sandbox environments. It provides a wider range of features and customization options compared to the Professional edition.
  4. Unlimited Edition (Production/Sandbox): Similar to the Enterprise edition, the Unlimited edition is available for both production and sandbox environments. It offers the most extensive set of features and customization capabilities.

Does the GUMU use a Salesforce license?

  1. We do need to configure the integration with a Salesforce user who has System Administrator level rights, but we do not require an ongoing Salesforce user license. While having a Salesforce Admin level user would be ideal (for any ongoing support troubleshooting), it is not necessary.
  2. Keep in mind whichever user we are assigned to configure the integration, that user will also be configured for scheduled imports. As a result, any new or existing records imported from Sage into Salesforce will display this user as the ‘Last Modified By’. For example, if you give us a Salesforce user for ‘Bob Smith’ (with System Administrator rights), then you will see the ‘Last Modified By’ as Bob Smith. For this reason, we recommend assigning a user to us who does not actively create or update records.
  3. Once the integration setup and implementation are complete, feel free to change the password of the provided user to maintain security.

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