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GUMU™ for Salesforce - Sage X3 Integration

Connecting Sage X3 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 X3.

  • Bi-directional,
  • Supports the promotion of new customers from Salesforce.com to X3 (permission based),
  • Supports the creation of quotes and orders from Salesforce.com that leverage products and pricing in Intacct. This too is permission based.
  • Can be configured within just a couple of days
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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!

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 X3 related to their accounts on a dashboard. 
  • Accounts can be promoted from Salesforce to Sage X3. 
  • Users can create Quotes under their opportunities that leverage Sage X3 inventory items and pricing. On acceptance, these Quotes can be promoted to the Sage X3 Sales Order module.
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This checklist spells out the prerequisites for us to install and configure the GUMU™ Salesforce to Sage X3 integration. Once we have confirmed your checklist, we can typically have you integrated within 5-days. 

Frequently Asked Questions about GUMU™ Salesforce to Sage X3

  • 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. 

  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 Intacct provider.  IE - access. We provide easy to understand checklists which spell out exactly what we need.

Not all features of Sage Intacct 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™.

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 X3.
  • 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 X3 UDFs to automatically become available in the setup screens.
  • You can configure as multiple Sage X3 pools to the Salesforce instance.
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Quick Start Implementation

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

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

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Did you know that Sage X3 has fantastic integration with Sage CRM?
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