Sage Intacct Salesforce Integration.
We developed this Sage Intacct Salesforce integration, as well as an automation in order to make sure that we synced only the Accounts that contained all of the required data.
Thus, after an Account is synced to Intacct, our automation locks the record. Locking the record is done to make sure that sensitive data is not updated after it is sent to a finance team for processing.
Client
Global Digital Commerce Agency
Challenge
The Client requested that our team implement a Salesforce and Sage integration. Our team at Peeklogic also had to work with the Client in order to define their business processes and flows. Defining these processes was necessary for improving overall efficiency for the Client.
In addition to the above, the Peeklogic team needed to develop an automation for the Client. This automation was necessary to prepare data for synchronization with Sage, the Accounting Software solution. The desired result was that Salesforce users gain the ability to send an Account record for processing. This processing must occur only once all data has been processed and the record is ready for processing by a finance team.
Sage Intacct Salesforce integration Solution
Our Salesforce consulting agency built a smooth integration between Salesforce and the Sage Accounting Software.
Also, we implemented a complicated automation to prepare data for processing by finance teams. When ready for data processing, users now click a “Sync to Intacct” button to sync an account with Sage. This automation allows the Client’s finance and other teams to complete data processing much faster than ever before.
Finally, we displayed Sage-related fields on the Accounts object, along with the Sage Intacct sync status.
Summary
The Sage Intacct Salesforce integration we did for our Client was a huge help. The integration resulted in communication and data processing being much more efficient and cost effective.
