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Integration

Maintained by AEC Integrations

How Sage Intacct and Salesforce exchange data

Sage Intacct Sage Group Salesforce Salesforce

3 data objects sync

These flows are asserted by AECi.

0 of 3 vendor-confirmed

Native

Salesforce (manual)

Sage Intacct's Advanced CRM Connector (Salesforce AppExchange) links Sage Intacct financials with Salesforce CRM: syncs customer/account records, pushes sales orders from Salesforce into Intacct, and feeds invoice and payment data back into Salesforce.

→

Sends to Salesforce

  • Invoices & Payments Unverified · AECi
←

Receives from Salesforce

  • Commitments & Contracts Unverified · AECi
⇄

Syncs both ways

  • Directory & Contacts Unverified · AECi

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