Setup the integration

Use the following steps to connect and configure your Intacct Advanced CRM Integration.

To get up and running with the Advanced CRM Integration, follow these steps:

Sage Intacct recommends following the setup steps in the order listed.
  1. Choose an environment
  2. Choose an integration user
  3. Enable Orders in Salesforce
  4. Install the Salesforce packages
  5. Required settings in Salesforce.
  6. Required settings in Intacct.
  7. Verify initial synchronization.

After you finish configuring the required settings in Intacct and Salesforce, you can then customize both for your organization’s needs: