Salesforce and Sage Intacct: the Sales and Accounting Dream Team

By - October 13, 2020

Sage Intacct and Salesforce are like peanut butter and jelly — great by themselves but even better together. A pre-built integration in Intacct allows the cloud-based accounting software to sync easily with the cloud CRM platform, increasing your company’s productivity and improving communication between your sales and accounting teams. Plus, the most recent integration update is more robust and easier to configure than any past version before.

This Sage Intacct Advanced CRM Integration package is available on the Salesforce AppExchange. After you download the package, you can add links, buttons, custom fields, custom objects, and tabs to your Salesforce environment in order to share data to Intacct. Visualforce pages let you see the integration and check to make sure everything is configured correctly.

Linking Intacct and SalesForce

Before you implement the integration between the two systems, your company will need to select an integration user who has Salesforce System Administrator permissions. This person will be responsible for tasks related to initializing and syncing data, such as configuration settings and managing which Salesforce users have access to Intacct information. Ideally, this user will have full admin permissions in both Salesforce and Intacct and can help troubleshoot if or when issues arise.

Four main items can be synced when the two systems are linked. Salesforce products come over as items in Intacct and Salesforce product lists show up in Intacct as price lists. These two items can go from Salesforce to Intacct or from Intacct to Salesforce.

Salesforce accounts map to Intacct as customers, while Salesforce opportunities map over as sales orders or order entry transactions. Both of those can only sync in one direction, from Salesforce to Intacct. With order-entry transactions, however, read-only information can go from Intacct back to Salesforce. For example, if an invoice for a sales order in Intacct is associated with a Salesforce opportunity, the sales staff will be able to see if that invoice has been paid on the opportunity page.

You can also decide how much of your information you want to sync. Most companies don’t sync everything, even though doing so is an option. Instead, many users check a box or choose from a drop-down menu to indicate when they want to share data.

Organizations that benefit the most from integrating

This integration is particularly useful for:

Contract-based software companies: For users who have the Contracts module, there is an extension of the integration package available that focuses only on contracts. Its target users are subscription-based software as a service (SaaS) companies. When a Salesforce contract is created and activated, a contract is also created and processed in Intacct. Then, invoices related to that contract can be generated in Intacct. Your sales team can apply pricing options from Intacct to renewed contract opportunities in Salesforce and track line item upgrades or downgrades.

Nonprofit organizations: The integration package now has general ledger sync, which can help nonprofit organizations meet their unique requirements for recording transactions. When a nonprofit enters a donation, pledge, or grant funding amount in Salesforce, that information can be saved to Intacct as a journal entry record.

There are two different ways to sync up these journal entries. The first option is to go into the Salesforce opportunity and enable a button to create an Intacct journal entry. The other option is to create an object in Salesforce called “donations” and choose to sync all of those objects to Intacct at the same time.

Professional services companies: Companies that are billing clients for time and material projects can sync two additional objects — projects and tasks — to Salesforce as read-only records. As project tasks and timesheets are updated in Intacct, you can view project status, percent complete, and progress against tasks in Salesforce in real-time.

Projects can be created in Intacct from Salesforce opportunities. In Salesforce, you can add custom fields, such as billing type, budget hours, department, and project status, to the opportunity page layouts that can help users easily create new project pages.

How can your company benefit from syncing Intacct and Salesforce? Schedule a call with the experts at RSM today.

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