• Salesforce Non-Profit Connect powered by Workato

    Automatically sync general ledgers from Salesforce to Intacct in just a few clicks!

  • 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.

    Key Benefits:

    • Achieve up to 10 to 100x ROI

    Cut down admin costs and eliminate costly data errors from duplicative data entry

     
    • Get better visibility across operations

    Gain a 360-degree view of donations across your Salesforce and Intacct by automating data feeds into the Intacct Digital Board Book for Fundraising.

     
    • Increase revenues with better insights

    Make quicker and more sound strategic decisions with instant access to the detailed metrics, leading into increased revenues.

     
    • No developers Needed

    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.

     
    • Focus on your mission

    Spend less time on tedious administrative tasks so you can have more attention and energy on your core mission.

     
    • Have it your way
    Easily calculate and track any metrics you want by customizing your integration flows in Workato.

    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.

    System Requirements:
    NIL

    Price:
    $349/month for Professional edition

    About:
    Workato, an iPaaS leader trusted by over 21,000 organizations, is the only platform for intelligent automations providing enterprise integration, process automation, and a citizen experience, enabling business users and IT to collaborate in order to build, operate and rollout automations without compromising security and governance. The world’s top brands run on Workato including the #1 enterprise collaboration company, #1 bakery cafe chain, #1 big data company, #1 cloud content management company, #1 home improvement company, #1 professional soccer league, and more.


    Phone: (844) 469-6752
    Website: http://resources.workato.com/intacct-integrations/?utm_source=marketplace&utm_medium=intacct
    Year Founded: 2012
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