Sage Intacct Advanced Crm

Sage Intacct Advanced CRM Integration contact sync supports duplicate names

Sage Intacct automatically creates unique contact names when duplicate Salesforce contact names are detected, ensuring that all matching contacts synchronize successfully and remain separate records in Intacct.

Key benefits

  • Synchronize all contacts: Synchronize Salesforce contacts even when multiple contacts share the same name.

  • Reduce synchronization failures: Prevent errors caused by duplicate contact names in Salesforce.

  • Maintain complete contact data: Keep all matching contact records synchronized between Salesforce and Intacct.

What's changed

Now, when duplicate contact names are detected, Intacct automatically appends the Salesforce record ID to create a unique contact name. This allows all matching contacts to synchronize and be maintained as separate records in Intacct.

Previously, Salesforce contacts that shared the same name could not all synchronize successfully. Because synchronization relied on the contact name to identify records, Intacct could not distinguish between contacts with identical names.

Example

When Salesforce contains multiple contacts named Karla Grace:

Previous Now
Only one contact synchronized successfully. All contacts synchronize successfully.
Duplicate contact names caused synchronization failures. Sage Intacct automatically creates unique contact names when duplicates are detected.
Some contact records were missing from Intacct. All matching contact records are maintained in Intacct.

By automatically creating a unique contact name when duplicate names are detected, Sage Intacct ensures that all matching Salesforce contacts synchronize successfully and are maintained as separate records.

  • Karla Grace-0010123456

  • Karla Grace-0010567890

Permissions and other requirements

Specific fields and objects might vary depending on your Salesforce and Intacct configurations.

Subscription

Sage Intacct Advanced CRM Integration
Regional availability

All regions
User type

Business user with admin privileges

After the integration is configured, a Sage Intacct administrator can grant other users access to the integration.
Implementation

Requires:

  • Subscription in Intacct
  • Configuration and setup in Intacct
  • Configuration and setup in Salesforce
  • Admin rights in both Intacct and Salesforce
Dependencies or other requirements

Additional subscriptions are required to use the following applications with the Advanced CRM Integration:

  • Contracts
  • Projects