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GUMU™ Sage X3 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.

Prerequisites for the Sage X3 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 Org credentials for Sandbox and Production Org and contact info
Disabling multifactor authentication
Remote access credentials
Windows server name
Patch Installation
Sage version, edition, home directory path, login credentials, company codes and contact info

Once we have confirmed your checklist, we can typically have you integrated within 5 business days.

Ready to get started?

This checklist spells out the prerequisites for us to install and configure the GUMU™ Salesforce to Sage X3 integration.

Package Installation

You can either obtain the package link from the App Exchange, or we can manage the installation process on your behalf. Let’s get to installing the goods!

Ready for the Package Installation?

Once you have your pre-installation checklist complete, installed the GUMU™ Extension and uploaded the Static Files, follow our step by step guide.

GUMU™ Settings

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

Configuration
Security matrix
Entity Settings
Entity Mapping/Import
Unlink Account
Link Account
Salesperson mapping

Ready to configure the integration in GUMU™ Settings?

Learn more about the GUMU™ Settings app in our GUMU™ Settings User Guide.

GUMU™ Integration

Time to use the integration! The GUMU™ Integration app is where you will perform all transactions, such as:

Account creation and promotion
Address creation and promotion
Contact creation and promotion
Sales Order creation and promotion

Ready to use the GUMU™ Integration?

Learn more about the GUMU™ Integration app in our GUMU™ Integration User Guide.

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