Whether you are funded through high volume or low dollar donations or major donors and large grants, Venn Technology can integrate your Salesforce environment with Sage Intacct. We work with nonprofit organizations using basic Salesforce, Nonprofit Success Pack (NPSP), or any other Salesforce subscription. We use a white-glove approach to building integrations, using out-of-the-box functionality and collaborative consulting to meet your unique needs.

Key Benefits:

Venn Technology integrations are built for organizations that need an automated way to manage donations, memberships, grants, and more between Salesforce and Sage Intacct.

Common workflows we support:

• Donor Management: Track and manage donor information, donations, and fundraising campaigns more accurately between Salesforce and Sage Intacct. Analyze donor information, including giving history and engagement level, faster.
• Grant Management: Gain better visibility to grant applications, budgets, awarded amounts, and reporting requirements. When teams can access information faster, they can build financial reports faster and make more informed decisions about allocations, ensuring compliance with grant guidelines.
• Accounts Receivable: Expedite AR processes to close the books faster and reconcile donations sooner. Automatically generate records in Sage Intacct for every donation tracked in Salesforce.
• General Ledger: With a GL integration, nonprofits can fast-track the process of recording donations and grants between Salesforce and Sage Intacct. Any updates or changes made in Salesforce automatically sync to Sage Intacct—ensuring a comprehensive view of the financials for accurate reporting and forecasting.

Key Features:

Our tools allow us to pull data from any standard or custom object and integrate with any Sage Intacct touch point that the API supports including: General Ledger, Order Entry, Accounts Receivable, Accounts Payable, Purchasing, Customer, Vendor, Employee, Item, Projects, Class, Location, Department, User Defined Dimensions and more.

 

System Requirements:
To enable the integration, Sage Intacct users must purchase: Sage Intacct - Web Developer License;

Salesforce Nonprofit Success Pack (NPSP) or any other Salesforce subscription

Price:
Contact for pricing

Integration Approved Countries:
Australia; United Kingdom; United States;