Sage Intacct Advanced CRM Integration

The Sage Intacct Advanced CRM Integration is the next generation of integration between Intacct and Salesforce. It lets you combine the best of Salesforce and Intacct to complete the sales-to-billing life-cycle, share valuable data, and gain visibility and insight into your customers.

The Advanced CRM Integration offers integrated workflows and record synchronization between Intacct and Salesforce for:

  • Contract billing, including contract modifications and renewals
  • Account and Contact synchronization
  • Product and Price Book synchronization
  • Project and Task support for Intacct Project Accounting
For more information, visit the Advanced CRM Integration Help Center.

What’s new?

There are several key differences between the Intacct Advanced CRM Integration and the original Intacct CRM Integration.

The Intacct Advanced CRM Integration is Salesforce Lightning UI certified
The Intacct Advanced CRM Integration works in both the Salesforce Classic or Lightening user interfaces and is available for use with the Salesforce1 mobile application.

The Salesforce package installer is managed
The single package you install in Salesforce supports:

  • all Intacct configurations
  • single and multi-entity tenants
  • both single and multi-currency organizations

The package is also subject to on-going Salesforce security reviews. And as an added bonus, custom objects and custom tabs do not count against your organization limits.

Salesforce API call limitations do apply.

Records are synchronized as actions are taken in Intacct or Salesforce
Intacct handles the synchronization that writes to both Intacct and Salesforce. Synchronization is done using the Intacct and Salesforce APIs, which means a number of records and lists can be synchronized at the same time. Authentication between Intacct and Salesforce is a secure, certificate-based authentication. The Intacct Advanced CRM Integration also uses Intacct’s own web services APIs.

  1. The Intacct API requests the sync Identifier be passed.

  2. a. The Salesforce API calls to retrieve the information.

    b. The Intacct APIs insert or update the related record.

  3. The Salesforce API updates the status,

Several different components have been added to the package so you can customize your Salesforce experience:

  • Buttons and Links
  • Custom Fields
  • Custom Objects
  • Tabs
  • Visualforce pages

Requirements

Intacct makes the following assumptions about the level of product knowledge you have about both Intacct and Salesforce. Intacct assumes you have:

  • completed the Intacct implementation course and have been working with Intacct for at least 3-6 months
  • intermediate knowledge and experience of Salesforce including:
    • a solid understanding of custom objects
    • experience creating and working with users
    • a solid understanding of profiles, permission sets, field level security, and record access
    • how to create and modify page layouts and record types
    • how to install and manage AppExchange applications

Before you start your integration, make sure you meet these basic requirements. You must have:

  • an Intacct company
  • a Salesforce company
The Intacct Advanced CRM Integration only works in Enterprise, Unlimited, and Performance editions of Salesforce.

Intacct CRM Integration

The first version of an integration between Intacct and Salesforce was called the Intacct CRM Integration. This integration is being end-of-lifed, with the Intacct Advanced CRM Integration taking its place. If you currently use the Intacct CRM Integration, contact your account representative to discuss your options for the Intacct Advanced CRM Integration.

Intacct Collaborate

The Intacct Advanced CRM Integration doesn’t currently install Intacct Collaborate at the same time as the integration. If you want to install and use Intacct Collaborate, refer to the Intacct Collaboration Setup Guide.

If you plan to use both Intacct Collaborate and the Intacct Advanced CRM Integration, Intacct recommends you install the Intacct Advanced CRM Integration first, then install Intacct Collaborate.