Sage Intacct is one of the most popular ERP/accounting software platforms on the market. Salesforce is the world's most used CRM. Integrating the two is essential for any finance and accounting department. Out-of-the-box Sage Intacct and Salesforce integration solutions can be limiting and lack the robust integration most finance teams need. Manual workflow processes are tedious and error prone.
Finance and accounting professionals have long been in search of a single source of truth they can use for accurate reporting and budget planning. Without a seamless integration, that isn’t possible.
DataBlend brings access to all the objects within the Salesforce application. Whatever data you want to move in and out of Salesforce, DataBlend can facilitate it. By leveraging DataBlend for integrations with a variety of other applications such as ERP, CPM, CRM, AP/AR, FP&A, Payroll, HR, BI, Consolidation or eCommerce applications, Salesforce data becomes far more financially relevant than before. The pairing of DataBlend with Salesforce allows users to integrate anyway you need to within your finance team.
However, unlike other solutions integrating Sage Intacct to Salesforce, you don't need to have a custom Salesforce integration price tag to get automations that work. DataBlend delivers connections that facilitate the movement of data from one application to another with a specific focus on finance and accounting.
A Visual Guide to Sage Intacct and Salesforce Transformations
For example, the image below shows what can come from Salesforce into Sage Intacct.
- Customers <> Accounts: Helps ensure that there is a seamless feed and handoff from the sales team or development team (for nonprofits) and finance. A sales representative can communicate with a prospect and track all pertinent data in Salesforce and the integration will pass off the data that is required in Sage Intacct on the customer records.
- Items <> Products: Integration will keep the items and product lists across the two systems in synch to ensure that when new products or SKUs are added, there isn’t a need for redundant entry into both systems and the integration will pass them between the systems.
- Opportunities >> Invoices: The sales or development teams can close business and that will trigger the recognition of the sale as an Invoice, Order Entry Transaction, Journal Entry or any other type of transaction within Sage Intacct. By leveraging an integration for this function, the quote to cash handoff with finance becomes more efficient and data integrity also improves by leverage an automated system to connect Salesforce and Sage Intacct.
- Payment Status >> Opportunities: Finance will receive funds from customers and recognize those transactions within Sage Intacct. DataBlend will then update the records in Salesforce automatically as a means of providing visibility around payment status outside of Sage Intacct/finance team members.
Sage Intacct and Salesforce Use Cases
Invoicing Closed Orders: Closed orders need to be invoiced. Send closed-won opportunities to Sage Intacct for invoicing and revenue management. Salesforce also has an invoicing tool, so send closed invoice records into Sage Intacct for receivables management.
Centralize Relationship Data: Leverage key vendors, customers, and contact data in Salesforce and push into Sage Intacct to centralize management of relationship data. Streamline updates across both applications.
Synchronized lists: Ensure that all your product lists, departments, coding, and other pertinent metadata remains in synch between Sage Intacct and Salesforce. Leverage automation to ensure that there is a single truth for all related coding and dimensionality of your data to maximize visibility in key reports and dashboards.
Need it Now? No Problem.
DataBlend is the leader in Sage Intacct integrations because of our robust experience with Sage Intacct and focus on Finance departmental needs. In fact, most of our implementers have either been users of Sage Intacct or worked at Sage Intacct. This means that we can deliver fast implementations (within minutes) to maximize the time to value for many of our clients by using our user-friendly setup wizards.
Each of our Sage Intacct wizards can walk you through a step-by-step setup with easy to use drop down selections that enable finance staff the tools to self-provision seamless integration between core financial software.
Here’s a snapshot of what finance and accounting teams can leverage by integrating Sage Intacct and Salesforce:
- Create invoices
- Create payments
- Create contracts
- Load general ledger details
- Bulk import based on schedule or on-demand
- Move payments in Salesforce into Sage Intacct
- Load invoices back to Salesforce
- Load full account lists, opportunities, or products
- Update project status in Sage Intacct based on Salesforce objects
- Use custom fields and options
- Fulfil orders or time and materials
- Integrate Sage Intacct Grants with Salesforce Opportunities (non-profit)
- Move revenue and payments data into Salesforce
Don’t spend more than you have to – learn more about our Sage Intacct to Salesforce integration.
