Integrate SugarCRM with the fastest growing cloud accounting and ERP software package. Streamline the "quote to cash" process to reduce the time it takes to get paid. Save valuable time by eliminating double entry.
Key Benefits of Intacct & SugarCRM:
- Eliminates double entry of customers in both Sugar CRM and accounting
- Eliminates double entry of inventory items in both Sugar CRM and accounting
- Provides access to product lists in Sugar CRM without having to manually key in items
- Eliminates double entry of quotes and sales orders in both Sugar CRM and accounting
- Keeps accounts and customers in sync
- Streamlines the "quote to cash" process
Intacct Customers to Sugar Accounts
This takes Intacct customer data and moves it to the SugarCRM Accounts Module. New customers will be created automatically in SugarCRM. Existing customers will have their data (name, address, etc.) overwritten each time the synchronization is run.
Intacct Contacts to Sugar Accounts
This takes the contact information from the Intacct and move it to the SugarCRM Accounts Module. New contacts will be created automatically when synchronization is run.
Intacct Customer Sales History & Credit Information to Sugar
This function moves various Intacct sales history values to the new custom “Sales History” module in Sugar. No other Sugar data is overwritten during this synchronization.
Intacct Inventory to Sugar Product Catalog
This takes Intacct inventory data (from the Inventory Master file) and moves it to the SugarCRM Product Catalog Module. Records for the same item number in SugarCRM will be overwritten with the latest Intacct data each time the synchronization is run.
Sugar Quotes and Sales Orders to Intacct
This function synchronizes quotes and sales orders entered and updated in Sugar with Intacct sales orders.
SugarCRM is the leading open source and fastest growing CRM software package in the world. Intacct is the fastest growing cloud accounting and ERP software package in the world. It only makes sense to integrate the software so that companies can use best in class software in each software category without missing out on critical integration components.
The SugarCRM - Intacct Integration streamlines business processes by syncing your accounting and financial system to and from your CRM system.
The Faye Business Systems Group SugarCRM – Intacct Integration Application addresses this. It allows the two software packages to “talk with each other” by sending customers (accounts), inventory items (products), and sales history (sales documents) from Intacct to Sugar and by sending quotes (sales orders) and new accounts (customers) from Sugar to Intacct. The synchronization between the packages can be set on a scheduler or run manually.
Also includes remote installation, configuration, and one hour of training. Please note – environments with large numbers of records to sync may require additional implementation tasks at additional cost. If you believe you have a large number of records, please contact FayeBSG for specifics.
Other add-ons of interest
The FayeBSG SugarCRM QuickBooks Integration
The FayeBSG SugarCRM QuickBooks Integration simplifies your accounting and customer relationship management needs by integrating the two software packages. Organizations can use both packages together without missing out on features critical to streamlining operations and minimizing double work. Su...