GUMU™ for Salesforce – Sage Intacct Integration

• The integration is sold as an annual subscription rate of $300/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 Intacct – including Sage Intacct CRE.

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. The client (you) must have a Sage Intacct web-developer license and provide us with your SENDER ID. The sender id is what is used for API calls. This web-developer license must be purchased as part of the client’s Intacct subscription at an annual subscription rate of approximately $2,000. This allows for up to 250,000 API calls per month.
4. We will need to coordinate information from your Sage Intacct provider. IE – access. We provide easy to understand checklists which spell out exactly what we need.

Not all features of Sage Intacct ERP exist in the GUMU™. Please refer to the ENTITY MOVEMENT SHEET which specifies how data moves between Salesforce and Sage Intacct.

Demonstrations are available on request.

1. Set up involves us gathering information from you and your Sage Intacct partner. 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 Intacct OR, if you have already been using Salesforce, we will map Salesforce Accounts to Sage Intacct 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™.

Good question – we asked Chat GPT that exact question. Below are the results.

Let’s compare the default Sage Intacct integration with Salesforce and the Gumu integration with Salesforce:

1. Default Sage Intacct Integration with Salesforce: Sage Intacct offers a native integration with Salesforce, allowing users to connect and synchronize data between the two systems. The default integration typically covers essential functionalities like syncing customer records, orders, invoices, payments, and other financial data between Sage Intacct and Salesforce. Users can also leverage the integration to generate real-time reports and gain insights from both systems.

Pros:

• Native integration: Since it’s provided by Sage Intacct, the integration is well-supported and maintained by the software vendor.
• Core functionalities: The default integration covers common integration needs for financial and sales data exchange between the two platforms.
• Easier implementation: Being a native integration, setup and configuration may be simpler compared to third-party solutions.

Cons:

• Limited customization: The default integration may not offer extensive customization options or support complex workflows.
• Advanced features: Some advanced features or specific use cases might not be available in the default integration.

1. Gumu Integration with Salesforce: Gumu (formerly known as GUMU Integration) is a third-party integration solution developed by Greytrix, designed to connect Sage Intacct with Salesforce. Gumu extends the integration capabilities and can be more robust and feature-rich compared to the default integration.

Pros:

• Extensive customization: Gumu can provide more advanced data mapping, transformation, and workflow automation capabilities to suit specific business needs.
• Enhanced functionalities: Gumu might offer features beyond the standard integration, allowing for more comprehensive synchronization between Sage Intacct and Salesforce.
• Integration with other systems: Gumu may support integration with other business applications beyond Salesforce.

Cons:

• Additional cost: Gumu is a third-party tool, so there might be licensing fees associated with using the integration.
• Support dependency: As Gumu is a third-party solution, support may be dependent on Greytrix, and updates could be subject to the development and release schedule of the integration provider.

To decide between the default Sage Intacct integration and the Gumu integration with Salesforce, consider the following:

• Specific requirements: Determine the specific integration needs of your organization. If the default integration covers all the necessary functionalities and meets your business requirements, it might be sufficient. However, if you require more advanced features or customization, Gumu could be a better fit.
• Budget and long-term strategy: Compare the costs associated with both options, including licensing fees and ongoing support. Consider how the chosen integration aligns with your long-term business strategy and scalability requirements.
• Complexity and expertise: Evaluate the complexity of your integration requirements and your team’s technical expertise. A more straightforward integration may be better suited for teams with limited integration experience, while a more complex integration might be justified for organizations with specific workflows and advanced needs.

Since the integration landscape is continuously evolving, I recommend checking for any recent updates or new integration offerings from Sage Intacct, Salesforce, or Gumu. Additionally, consult with representatives from each provider to get detailed insights into the features, capabilities, and support options for both integration solutions.

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.

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