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Integration

AEC Integrations maintained

How Sage Intacct and Salesforce exchange data

Sage Intacct Sage Group Salesforce Salesforce

3 types of data shared

Sage Intacct Advanced CRM Connector for Salesforce

Direction:Both

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.

At a glance

How you get it
Native
→

Sends to Salesforce

  • Invoices & Payments Listed by AEC Integrations
←

Receives from Salesforce

  • Commitments & Contracts Listed by AEC Integrations
⇄

Syncs both ways

  • Directory & Contacts Listed by AEC Integrations

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