Sugar - Intacct Integration Introduction

Overview

Sugar enables businesses to create extraordinary customer relationships with the most empowering, adaptable, and affordable customer relationship management (CRM) solution on the market. Sage Intacct is a popular cloud ERP software package similar to Netsuite and Acumatica. It only makes sense to integrate the software so that companies can use both packages together without missing out on integration critical to streamlining operations and minimizing double work.

The Faye Sugar –  Intacct Integration Application addresses this. It allows the two software
packages to “talk with each other” by sending customers (accounts), 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.

Key Benefits

• 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

Note: For compatibility with Sugar versions lower than v12.0.1 please contact us at [e-mail].