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GUMU™ for Salesforce - Sage 300 Integration

Connecting Sage 300 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 300.

  • Bi-directional,
  • Supports the promotion of new customers from Salesforce.com to Sage 300 (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 300 does not need to be the latest version
  • Can be configured within just a couple of days
sage 300 to :: 1673279769
5/5

This GUMU™ Salesforce integration is generally recognized as the leading integration to Salesforce with 50 reviews on Salesforce’s AppExchange and a 5-star rating!

This 7-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 300.
  • 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 300 UDFs to automatically become available in the setup screens.
  • You can configure as multiple Sage 300 databases to the Salesforce instance.
gumu sf sage 300 settings

This checklist spells out the prerequisites for us to install and configure the GUMU™ Salesforce to Sage 300 integration. Once we have confirmed your checklist, we can typically have you integrated within 5-days. 

Frequently Asked Questions about GUMU™ Salesforce to 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 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 (check my phrasing).

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™.
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Did you know that Sage 300 has fantastic integration with Sage CRM?
Did you know that you can integrate your Sage system with Salesforce.com?

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