GUMU™ for Salesforce Sage 300

• 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.

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.

The GUMU™ supports all versions of Sage 300.

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.

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.

If My CRM Manager gets involved, we generally offer project management services, which can include:

1. Point of contact between client and Greytrix on North American time zones.
2. We attend all meetings with a technical team member from Greytrix.
3. Work with clients to understand their CRM needs and work with Greytrix to find the best course of action to address those needs.
4. We correspond with Greytrix to save time and update the client with emails and meetings when needed.
5. We create a workbook to document our processes.
6. We test the customizations for the client, troubleshoot, problem solve and present the results to the client in the final stages for their review.
7. We create videos as we go along that can be used for staff training.
8. We aim to provide clarity and a better overall experience to the end user – resulting in more recognition for the GUMU™ Salesforce integrations.

1. We must have admin level log in credentials to Salesforce.
2. A Salesforce sandbox must be created. We can do this is none exists.
3. We will need to coordinate information from your Sage 300 and IT team (if different). IE – access. We provide easy to understand checklists which spell out exactly what we need.

1. If you are using Sage 300 version 2018 or earlier, your Sage 300 consultant must configure SData. For Sage 300 versions 2019 or higher, the integration is managed via the Sage 300 web API. So, the Sage 300 web-API module must be installed.
2. We require access to the Sage 300 server for the installation of the GUMU™ extension (not workstation). This module is install in IIS and is connected to SQL to fetch real-time information.
3. We require SQL admin level (sa or similar) access.

1. We will require remote access to the Sage 300 server in order to install the GUMU™ integration.
2. The Salesforce IP address will need to be whitelisted with the Firewall. Here is a KB article from Salesforce outlining the IPs.
3. An SSL certificate should be acquired and applied to the GUMU™ component once it has been applied within IIS.

Not all features of Sage 300 ERP exist in the GUMU™. SEE ENTITY MOVEMENT SHEET which specifies how data moves between Salesforce and Sage 300.

The GUMU™ uses the web-API user configured within Sage 300. OR in the case of Sage 300 v2018 or earlier, we are using SData.

Demonstrations are available on request.

1. Set up involves us gathering information from your IT and Sage 300 teams (if different). We have checklists they can work from.
2. Once we have the completed checklists, we can install the GUMU™.
3. After installation, we will either import customers from Sage 300 OR, if you have already been using Salesforce, we will map Salesforce Accounts to Sage 300 Customers.
4. We will first do this in a Salesforce sandbox. After this has been completed in the sandbox, we will review this with you and then apply the same to your production instance.
5. Once you are live, we will provide training related to the core features of the GUMU™.

Yes, all GUMU Salesforce integrations are compatible with CPQ. This is a minor add on.

Yes, we can do this. The GUMU can automatically pull new clients into Sage accounting along with the Orders.

Yes.

Check out new features, enhancements and resolved issues in the GUMU™ for Salesforce – Sage ERP Integration here: Release Notes | GREYTRIX