What is the best way to integrate Salesforce and Sage Intacct?

Written byMelissa Bell

April 12, 2021

It really depends on your workflow. Here are three evaluation criteria to consider in determining the right approach:

The Advanced CRM Connector is a pre-built utility published by Sage Intacct and designed to streamline workflows between the cloud accounting platform and Salesforce.com.

In our experience, Advanced CRM may not always be the right tool for some organizations.

It starts with evaluating three key criteria:

  1. What transactional workflow are you trying to accomplish? For example, do you want to integrate through the Contracts or Order Entry module?
  2. How customized is the Salesforce environment you’re trying to integrate with Sage Intacct? More specifically, can we get the transactional data we need from the opportunity and opportunity products objects.
  3. What is the volume of transactions are you managing in a given day, week, month, etc.? There’s no right or wrong reason here, but you’ll want to consider how frequently you’ll need a resource to sync these transactions over. If you’re processing hundreds and thousands transactions, we have options for making this a fully-automated and seamless process.

Have a specific scenario in mind? We’re here to help if you’d like to see this (or hundreds of other integration ideas) in action.

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Melissa Bell

About the Author

Melissa Bell

Melissa (Mel) is driven by continuous improvement every day, in every aspect of her life. A former Division I athlete, she knows big things can happen when the smallest incremental gains stack up. A natural storyteller, empathizer, and collaborator, Melissa’s focus at Venn is creating content that has an impact on the bottom line. She's a firm believer in: “When you've got a strong enough why, you can always find the how.” — Zig Ziglar