SugarCRM is the fastest growing CRM software package in the world. Intacct is the fastest growing cloud accounting and ERP software package in the world. It only makes sense to integrate the software so that companies can use best in class software in each software category without missing out on critical integration components.
The FayeBSG SugarCRM – Intacct Integration addresses this. It allows the two software packages to “talk with each other” by sending customers (accounts), inventory items (products), and sales history (sales documents) from Intacct to Sugar and by sending quotes (sales orders) and new accounts (customers) from Sugar to Intacct. The synchronization between the packages can be set on a scheduler or run manually.
- Eliminates double entry of customers in both CRM and accounting
- Eliminates double entry of inventory items in both CRM and accounting
- Provides access to product lists in CRM without having to manually key in items
- Eliminates double entry of quotes and sales orders in both CRM and accounting
- Keeps accounts and customers in sync
- Streamlines the “quote to cash” process
Click here to see the SugarCRM-Intacct Integration spec sheet.
Intacct Customers to Sugar Accounts
This takes Intacct customer data and moves it to the SugarCRM Accounts Module. New customers will be created automatically in SugarCRM. Existing customers will have their data (name, address, etc.) overwritten each time the synchronization is run.
Intacct Contacts to Sugar Accounts
This takes the contact information from the Intacct and move it to the SugarCRM Accounts Module. New contacts will be created automatically when synchronization is run.
Intacct Customer Sales History & Credit Information to Sugar
This function moves various Intacct sales history values to the new custom “Sales History” module in Sugar. No other Sugar data is overwritten during this synchronization.
Intacct Inventory to Sugar Product Catalog
This takes Intacct inventory data (from the Inventory Master file) and moves it to the SugarCRM Product Catalog Module. Records for the same item number in SugarCRM will be overwritten with the latest Intacct data each time the synchronization is run.
Sugar Quotes and Sales Orders to Intacct
This function synchronizes quotes and sales orders entered and updated in Sugar with Intacct sales orders.
- The software is currently compatible with SugarCRM v6.5 and up
- Data consistency is the responsibility of the end user. Intacct Customer Names must match the Sugar Account names for our integration to fully function.
- All FBSG products are based on an annual recurring subscription.
- Includes all software updates for one year, an operating manual and unlimited email support.
- Support emails go to firstname.lastname@example.org
- Costs do not include professional services other than email support.
- Implementation services not included but recommended. Call us for implementation pricing @ 818-280-4820