Integrate Sage Intacct with Salesforce to automate your work
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Zapier makes it easy to integrate Sage Intacct with Salesforce - no code necessary. See how you can get setup in minutes.
Select a trigger from Sage Intacct
Setup an action from Salesforce
That’s it! You just connected Sage Intacct to Salesforce
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Frequently Asked Questions about Sage Intacct + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Sage Intacct and Salesforce
What is required to integrate Sage Intacct with Salesforce?
To integrate Sage Intacct with Salesforce, you need both platforms set up and running. Our integration requires proper configuration of API access within both systems. You should have the necessary permissions in both Sage Intacct and Salesforce to create records, and ensure that your user roles can manage integrations and data flows.
Can I trigger a Salesforce action from an event in Sage Intacct?
Yes, with our integration, you can configure triggers so that certain events in Sage Intacct cause actions in Salesforce. For example, when a new invoice is created in Sage Intacct, it can automatically trigger the creation of a related opportunity or update an existing record in Salesforce.
How do I handle errors during the integration process?
We provide detailed logging and dashboards to monitor your integration flows. If an error occurs during the sync between Sage Intacct and Salesforce, our system will notify you immediately via email or within the platform's alerts module. This allows you to quickly identify issues such as duplicate records or permission errors.
What specific actions can be automated between Sage Intacct and Salesforce?
You can automate various actions such as synchronizing customer records, updating inventory levels, creating project billing schedules from CRM data, and more. By setting up specific triggers like updated accounts or closed sales deals in Salesforce, corresponding actions such as posting journal entries or generating invoices can occur automatically in Sage Intacct.
Is it possible to customize data mappings between the two platforms?
Yes, our integration allows for customizable data mappings to fit your business processes. During setup, you can define how fields from Salesforce map onto fields in Sage Intacct—ensuring seamless data synchronization tailored to your organization's needs.
Does the integration support bidirectional data syncing?
Our solution supports bidirectional sync between Sage Intacct and Salesforce. This means changes made in one system—for instance, an updated contact address—will reflect promptly in the other system without manual intervention.
What happens if there's downtime on either platform?
In case of downtime on either Sage Intacct or Salesforce, our integration queues tasks until service is restored. Your scheduled tasks will resume once connectivity is re-established; thus ensuring no data loss during interoperability hiccups.
Connect Sage Intacct and Salesforce to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Connect Sage Intacct and Salesforce to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Status
Try It- New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try It - Vendor IDRequired
- Bill Number
- Transaction DateRequired
- Due DateRequired
- Payment Term
- Reference Number
- GL Posting Date
- Transaction Currency
- Base Currency
- Exchange Rate Type
- Exchange Rate Date
- Exchange Rate Value
- Attachments ID
- GL Account NumberRequired
- Transaction AmountRequired
- Description
- Department ID
- Location ID
- Project ID
- Customer ID
- Item ID
- Contract ID
- Customer NameRequired
- Active
- One Time Use
- First Name
- Middle Name
- Last Name
- Primary Contact Name
- Primary Phone Number
- Cellular Phone Number
- Pager Number
- Fax Number
- Primary Email Address
- Secondary Email Address
- Primary URL
- Currency
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
- Print AsRequired
- Exclude from the company contact list
- State
Try It- Status
Try It- Contact NameRequired
- Print AsRequired
- Last Name
- First Name
- Middle Name
- Prefix
- Company Name
- Taxable
- Tax ID
- Contact Tax Group Name
- Active
- Primary Phone Number
- Secondary Phone Number
- Cellular Phone Number
- Pager Number
- Fax Number
- Primary Email Address
- Secondary Email Address
- Primary URL
- Secondary URL
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
- Invoice Number
- Reference Number
- Customer IDRequired
- Due DateRequired
- Payment Term
- Create Draft
- GL Account NumberRequired
- AR Account Label
- Offset GL Account Number
- Transaction AmountRequired
- Location ID
- Allocation ID
- Customer ID
- Class ID
- Contract ID
- Department ID
- Employee ID
- Vendor IDRequired
- Warehouse ID
- Project ID
- Item ID
- Memo
- Rev Rec Template ID
- Deferred Revenue GL Account Number
- Rev Rec End Date
- Rev Rec Start Date
- Total Due
- Total Paid
- External ID
- Description
- Bill To Contact
- Ship To Contact
- SummaryRecordNo
- Attachments ID
- Base Currency
- Transaction Currency
- Exchange Rate Date
- Exchange Rate Type
- Exchange Rate Value
- Transaction DateRequired
- GL Posting Date
- Post to GL?
