GUMU™ for Salesforce - Sage Intacct Integration

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

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

  • Bi-directional,
  • Supports the promotion of new customers from to Intacct (permission based),
  • Supports the creation of quotes and orders from that leverage products and pricing in Intacct. This too is permission based.
  • Can be configured within just a couple of days
sage intacct to :: 1673279757

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!

Frequently Asked Questions about GUMU™ Salesforce to Sage Intacct

  • 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. 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 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™.
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