Key Benefits:
Sage Intacct Advanced CRM Integration for Nonprofits allows for advanced, seamless integration with Sage Intacct and Salesforce – allowing you to gain strategic insight with combined CRM and financial data for a high-level view to assess progress toward mission achievement. You’ll gain a clear view of your nonprofit’s financials, so you can save time and reduce errors with a single source of truth between Sage Intacct and Salesforce. With Sage Intacct, you can:

• Choose appropriate visibility for analysis with flexible summary or detail options based on the revenue stream
• Pick which revenue related information to share with Salesforce users
• Get automatic upgrades, enhancements, and stringent annual security reviews
• Receive support for both Salesforce Classic and Lightning user interfaces 

Advanced integration specifically for nonprofits
Sage Intacct Advanced CRM Integration for Nonprofits allows you to gain strategic insight with combined CRM and financial data. You choose the right level of visibility for analysis and  decision-making with flexible summary or detail options based on the revenue stream. The finance team has the flexibility to choose which revenue-related information to share with Salesforce users—and as long as they have a Salesforce license, they have access to that data. In addition, communication across teams is easy with integrated Salesforce Chatter and Sage  Intacct Collaborate.

Using this integration, the finance team can see if development has secured funding without having to ask, and the development team can see if finance has recorded the gift. The dual recording functionality means the data is never out of sync and reduces the reconciliation burden between Salesforce and accounting.

With automatic upgrades and enhancements, stringent annual security reviews, and support for both Salesforce Classic and Lightning user interfaces, your integration works as your organization changes in the future.

Productivity

• Flexible detail or summary based on revenue stream
• Automated integration of contacts, accounts, projects, and revenue
• Optional accounting review

Efficiency and collaboration

• Common view of contact, account, project, and donations
• Chatter integration

Easy implementation and maintenance

• Real-time, bi-directional synchronization
• “Smart Sync” triggers synchronization of accounts and contacts as needed
• Dimension and managed list synchronization
• Bulk operations
• Lightning certified
• Seamless upgrades and enhancements
• Secure, OAuth certificate-based authentication

Sage Intacct for Nonprofits Product Tour

Requirements:

Integrating with this application requires you to use the SenderID designated by Sage. By using this SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier. Sage may prevent customers from integrating with this application under a different SenderID.

Price:
Contact your Account or Partner Manager

Integration Approved Countries:
Australia; Canada; France; South Africa; United Kingdom; United States