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GUMU™ Sage 100 ERP Integration for Salesforce

System Administration & User Guides

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 100 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
IIS installation
Internet domain for Sdata
SQL configuration (*Sage 100 Premium only)
Sdata installation
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.

Pre-Installation Checklist

This checklist spells out the prerequisites for us to install and configure the GUMU™ Salesforce to Sage 100 integration.

SData Installation

SData Setup & Communication Ports:

Sage 100 SData, a standard Web Service API provided by Sage itself, is essential to configure your Salesforce Org. The GUMU™ Integration uses a Sage 100 SData URL to fetch records from Sage 100 and synchronize them to Salesforce. The SData Web Service URL must be mapped to a domain or subdomain accessible over the web. Salesforce is a cloud-based system and cannot connect to an on-premise system, i.e. Sage 100, without the data port exposed through a static IP. The domain or subdomain will be connected/mapped using Secure Sockets Layer (SSL). This ensures a secured connection to the port of a system that connects to the Sage 100 ERP SData Web Service.

For installing SData, you need the following components:

· Pre-installed Sage 100 application

· IIS application

· SSL certificate

Note: The minimum requirement for installation of SData is the installation of the Sage 100 Application server. The data server and Sage 100 Application server can also be on different servers if it allows us to connect the Sage 100 ERP System with the GUMU™ Integration.

*SData installation is typically done by your Sage consultant or IT team, however if you prefer that we do the Sdata install for you let us know and we can build it in to your package.

SData Installation Guide

Ready for SData Installation? Once you have the components above installed, follow the step by step guide.

Package Installation

Now that you have completed your pre-installation checklist and installed the SData adapter, you can either obtain the package link from the App Exchange, or we can manage the installation process on your behalf. Once the GUMU package has been installed successfully within Salesforce, you will find two new applications that can be accessed via the App Launcher. These applications include GUMU™ Settings, which is focused on configuration, and GUMU™ Integration, designed to improve the user experience. To begin the installation of the package, please follow the steps in our guide below.

Package Installation Guide

Ready for the Package Installation? Once you have your pre-installation checklist complete and SData adapter installed, follow our step by step guide.

GUMU™ Settings

Ready to configure the integration in 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:

Configuration
Security matrix
Entity Settings
Entity Mapping/Import
Unlink Account
Link Account
Salesperson mapping

GUMU™ Settings Guide

Learn more about the GUMU™ Settings app in our GUMU™ Settings User Guide.

GUMU™ Integration

Time to use the integration! The GUMU™ Integration app is where you will perform all transactions, such as:

Account creation and promotion
Address creation and promotion
Contact creation and promotion
Sales Order creation and promotion

GUMU™ Integration User Guide

Learn more about the GUMU™ Integration app in our GUMU™ Integration User Guide.

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