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GUMU™ Sage 100 ERP Integration for Salesforce

System Administration & User Guides

 

 

The GUMU™ Sage ERP Integration for Salesforce-System Administrator Guide helps in configuring the integration, setting up the configuration screen, and offering a functional overview. 

Table of Contents

Prerequisites for the Sage 100 Salesforce Integration

Our Pre-Installation Checklist contains all of the mandatory steps, as well as credentials, server and contact info, etc. that is required for the integration. Your Salesforce Administrator, IT team and Sage Partner can all help with their respective fields. Once the IT Setup is finalized, we can move ahead with the installation. Prerequisites include the following:

  • Salesforce Access and Sandbox credentials and contact info
  • Disabling multifactor authentication
  • Remote access credentials
  • Windows server name
  • IIS installation
  • Internet domain for Sdata
  • SQL configuration (*Sage 100 Premium only)
  • Sdata installation
  • Sage version, edition, home directory path, login credentials, company codes and contact info

SData Installation

SData Setup & Communication Ports:

Sage 100 SData, a standard web service API provided by Sage itself, is essential to configure your Salesforce Org. The GUMU™ Integration uses a Sage 100 SData URL to fetch records from Sage 100 and synchronize them to your Salesforce Org. The SData Web-service URL must be mapped to a domain or a sub-domain accessible over the web. Salesforce is a cloud-based system and cannot connect to an on-premise system, i.e. Sage 100, without the data port exposed through a static IP. The domain or sub-domain would be connected/mapped using Secure Sockets Layer (SSL). This ensures a secured connection to the port of a system that connects to the Sage 100 ERP SData Webservice.

For installing SData, you need the following components:

·       Pre-installed Sage 100 application 

·       IIS application

·       SSL certificate 

 

Note: The minimum requirement for installation of SData is the installation of the Sage 100 Application Server. The data server and Sage 100 Application server can also be on different servers if it allows us to connect the Sage 100 ERP System with the GUMU Integration. 

*If you prefer that we do the Sdata install for you let us know and we can build it in to your package. 

SData Installation Guide

Ready for SData Installation? Once you have the components above installed, follow our step by step guide.

Package Installation

Now that you have completed your pre-installation checklist and installed the SData adapter, you can either obtain the package link from the App Exchange, or we can manage the installation process on your behalf. Once the GUMU package has been installed successfully within Salesforce, you will find two new applications that can be accessed via the App Launcher. These applications include GUMU Settings, which is focused on configuration, and GUMU Integration, designed to improve the user experience. To begin the installation of the package, please follow the steps provided below:

Package Installation Guide

Ready for the Package Installation? Once you have your pre-installation checklist complete and SData adapter installed, follow our step by step guide.

Additional Packages to be installed:

a. Last Sync Update Flow

b. Log Deletion Flow

8. Upon Package installation, 2 applications will appear in the App Launcher of the Salesforce

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Pre-Configuration Step

Adding Web Service in remote site settings is an essential part of configuring Integration with Salesforce system, in our GUMU™ integration we use Web service to communicate with Sage ERP. Before configuring the Web service in GUMU™ configuration, we need to specify and save the URL in Salesforce Remote Site settings. Steps to add URL in remote site settings:

  1. Login to Salesforce
  2. Navigate to the Setup, under the quick find search for “Remote Site Settings”, a new screen will appear, click on the button “New Remote Site”
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3. Enter the Remote Site Name and Remote Site

4. Click on the “Save” button to complete current setting or else click on “Save & New” button to save your site and begin adding a new site

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GUMU Settings

Within the GUMU Settings app we see a panel of seven modules that contain the integration configuration settings and features related to mapping data between the Salesforce fields and accounting. These modules include:        

  1. Configuration
  2. Security matrix
  3. Entity Settings
  4. Entity Mapping/Import
  5. Unlink Account
  6. Link Account
  7. Salesperson mapping

Configuration

The configuration module is used to set up the integration between the ERP system and Salesforce. Here we can create a new integration or edit an existing integration. Let us create a new Integration using the following steps:

1. Search for the GUMU Settings app in the app launcher, a new window appears, click on the Configuration module

2. Next, click on the “New Integration” button

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3. Upon clicking the “New Integration” button, another screen will appear where you need to specify the “Sage 100” login credentials

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Configuration Section

Field

Description

ERP System

Select the ERP system from the dropdown value for which you want to set up credentials Information (Here, select Sage 100).

Web Service URL

Specify the domain or subdomain URL linked with IIS for Sage 100

E.g., https:\\example.com

Please note, the URL would be the same as specified in the above example just example.com highlighted would be your hosted web service server domain name.

Note: – Salesforce supports only secure external web service so Domain should be certified by public CA. (i.e., VeriSign, go daddy, etc.).

Path

Specify the Sdata Path (E.g.: /SData/MasApp/MasContract)

Name

Specify the name for Integration which should be unique.

E.g., Integration – ABX

Synchronization

Select the direction to Synchronize data. It can be one way from Sage ERP to Salesforce, Salesforce to ERP or it can be bi-directional as per your business requirement.

Default

By enabling the checkbox, the configuration becomes default integration for all the corresponding. This is helpful if you do not want the user to always remember to select the integration.

In-Active

This defines if the integration is active or not. If checked, the Integration is rendered inactive, and the jobs/actions linked to this integration will not be performed.

Company Code

This is the Code that is used to distinguish one Sage 100 Company from another. For instance, a demo company’s code has been set to ABC, DES, etc.

Username

User ID of the Sage 100 company to which connection needs to be made.

Password

The password of the Sage 100 company to which the connection needs to be made.

Configuration Buttons

Button

Description

Test Connection

This will test whether the provided connection credentials are correct or not. It will show a message either Test Connection Successful or Test Connection Failed.

Save

This will save/update the specified connection credentials into the Salesforce object. Also, it will check whether the credentials are correct or not. If not, then the credentials would not be Saved/updated in the system.

4. A successful save would take you to the Integration List where you will be able to see the configuration record just added

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5. ERP CONFIGURATION SETTINGS: This feature will enable the user to set application settings.

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6. Once you click on the ERP Configuration gear, following fields will be populated:

  • Total Batches: Specify the number of batches to be created for the import routine. (Optional Field)
  • Extended Batches: Specify the number of records to be created in Import_Jobs_c for extended import routines. (Optional Field)
  • DB Type: Specify the type of DB, mostly for Sage 100 It is SQL. (Optional Field)
  • Web Service Timeout: For external webservice callouts there is a read timeout of 10 seconds (Optional Field)
  • Enable Product Inquiry: Enable this button to get Real-Time product information while Sales Order creation.
  • Sales Tax Reporting: By enabling this button, the user will be able to view the Tax information on Order.
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7. Over the right-hand corner, you can find a gear button for application settings

Button 

Description 

Tax Tab 

If you want to enable the tax calculation on orders, kindly enable this toggle. 

Address Tab 

This field will auto populate code for the first entry of Shipping and Billing address. This tab allows you to set the display format of address code for ship to and bill to address. 

Trigger 

Run trigger activates the trigger that creates, or updates accounts, contacts, and addresses in real-time. By enabling this toggle user can activate the trigger, which will help user know real-time details of the Account, Contact, and Address. 

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Security Matrix

This security matrix screen is where we manage access rights for the different integration features. These can be set for specific Salesforce Profiles or by user.

Note: Even if the access rights for a screen are modified in the Security Matrix, a user with a “System Administrator” profile will still have default access to the screen due to their administrative privileges.

5. ERP CONFIGURATION SETTINGS: This feature will enable the user to set application settings.

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Introduction

The GUMU™ Sage ERP Integration for Salesforce-System Administrator Guide helps in configuring the integration, setting up the configuration screen, and offering a functional overview. 

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