Your Sage CRM Expert - My CRM Manager

We specialize in Sage CRM implementations and services. Sage CRM is highly customizable, incredibly fast, and very extendible to meet all your organizational needs.

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 

The information we are providing on this page refers to the GUMU™ integration between and Sage X3.

  • Bi-directional,
  • Supports the promotion of new customers from to X3 (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 x3 to :: 1673279746

This GUMU™ Salesforce integration is generally recognized as the leading integration to Salesforce with 60 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.
gumux3 user experience cover page

GUMU™ Integration Settings

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.
salesforce to sage x3 settings thumbnail

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.

If My CRM Manager gets involved, we generally offer project management services, which can include:

  1. Point of contact between client and Greytrix on North American time zones.
  2. We attend all meetings with a technical team member from Greytrix.
  3. Work with clients to understand their CRM needs and work with Greytrix to find the best course of action to address those needs.
  4. We correspond with Greytrix to save time and update the client with emails and meetings when needed.
  5. We create a workbook to document our processes.
  6. We test the customizations for the client, troubleshoot, problem solve and present the results to the client in the final stages for their review. 
  7. We create videos as we go along that can be used for staff training.
  8. We aim to provide clarity and a better overall experience to the end user – resulting in more recognition for the GUMU™ Salesforce integrations.
  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™.

Yes, all GUMU Salesforce integrations are compatible with CPQ. This is a minor add on.

Yes, we can do this. The GUMU can automatically pull new clients into Sage accounting along with the Orders.

Check out new features, enhancements and resolved issues in the GUMU™ for Salesforce - Sage ERP Integration here: Release Notes | GREYTRIX

salesforce Integration

Pricing Calculator for salesforce

Get Started Fast

Quick Start Implementation

Schedule A Demo
Did you know that Sage X3 has fantastic integration with Sage CRM?
Did you know that you can integrate your Sage system with

Looking for Dedicated Sage CRM Help?
Contact My CRM Manager