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GUMU™ for Salesforce - Sage 100 Integration

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

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

  • Bi-directional,
  • Supports the promotion of new customers from Salesforce.com to Sage 100 ERP (permission based),
  • Supports the creation of quotes and orders from Salesforce.com that leverage products and pricing in Intacct. 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.
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5/5

This integration between Salesforce.com and Sage 100 is now generally recognized as the leading integration to Salesforce with 50 reviews on Salesforce’s AppExchange and a 5-star rating!

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.
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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) SF to Sage, (b) Sage to SF, and (c) both directions.
  • The integration allows for any Sage 100 UDFs to automatically become available in the setup screens.
  • You can configure as multiple Sage 100 databases to the Salesforce instance.
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This checklist spells out the prerequisites for us to install and configure the GUMU™ Salesforce to Sage 100 integration. Once we have confirmed your checklist, we can typically have you integrated within 5-days. 

Frequently Asked Questions about GUMU™ Salesforce to Sage 100

  • 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 100 ERP

  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 must have admin level log in credentials to Salesforce. 
  2. A Salesforce sandbox must be created. We can do this if none exists.
  3. We will need to coordinate information from your Sage 100 provider.  IE - access. We provide easy to understand checklists which spell out exactly what we need.

The Salesforce GUMU™ for Sage 100 does not consume API calls. This means your overall integration costs are lower. 

Not all features of Sage 100 ERP exist in the GUMU™. Please refer to the ENTITY MOVEMENT SHEET which specifies how data moves between Salesforce and Sage 100. 

Demonstrations are available on request.

  1. Set up involves us gathering information from you and your Sage 100 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 100 OR, if you have already been using Salesforce, we will map Salesforce Accounts to Sage 100 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™.

We do offer an add-on to the standard GUMU which allows for Vendor integration. With this, SF users can create purchase orders that feed directly into the Sage 100 Purchase Order module.

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