Automatically create a journal entry in Sage 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 Sage Intacct
In almost real-time, automatically create a corresponding journal entry in Sage 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 Sage Intacct by automating data feeds into the Sage 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.
Sage Intacct Web Services
$419/mo for Professional Edition
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.