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.
Key Benefits of Intacct & CRM: • Eliminates double entry of customers in both CRM and accounting • Eliminates double entry of inventory items in both CRM and accounting • Provides access to product lists in CRM without having to manually key in items • Eliminates double entry of quotes and sales orders in both CRM and accounting • Keeps accounts and customers in sync • Streamlines the “quote to cash” process
Features: 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.
Installing the Add-on
Add the integration to your cart and select check out.
Once payment is complete, you will receive an email with access to a downloadable zip file. The zip file will contain detailed installation instructions, product documentation, and the installation files. Please allow 24 hours for delivery.
Once you have installed the required files, you will be prompted to enter in your unique license key. This key will be emailed to you after you place the order.
If you have not received your license key with in 24 hours please call us at 818 280 4820.