Automatically create a journal entry in Intacct from aggregated donation or expenditure information from Salesforce with Workato’s Salesforce Non-Profit Connect.
You will be able to:
1. Roll up opportunities in Salesforce
Automatically add up donations or expenditure in Salesforce and update the amount in Journal Entry custom object in Salesforce.
2. Sync rolled up opportunities into Intacct
In almost real-time, automatically create a corresponding journal entry in Intacct.
This requires the creation of a couple of custom objects in Salesforce.
Workato is highly customizable, so you can easily aggregate any other financial data unique to your non-profit.
Cut down admin costs and eliminate costly data errors from duplicative data entry
Gain a 360-degree view of donations across your Salesforce and Intacct by automating data feeds into the Intacct Digital Board Book for Fundraising.
Make quicker and more sound strategic decisions with instant access to the detailed metrics, leading into increased revenues.
With our drag-and-drop interface, we make it super easy for anyone to easily calculate and track any metrics by customizing your integration flows in Workato.
Spend less time on tedious administrative tasks so you can have more attention and energy on your core mission.
$249/month for Professional edition
Workato is an award-winning cloud automation and integration platform with enterprise-grade capabilities and no coding required. Workato seamlessly integrates with over 150 business applications and enables task automation across all those apps. The team comes from a deep background in building integration products and will continue to expand and change the automation and integration space.