
The Faye SugarCRM – Intacct Integration 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.
Features and Benefits
Eliminate double entry customers
Eliminates double entry of customers in both CRM and accounting
View All FeaturesEliminate double entry of inventory
Eliminates double entry of inventory items in both CRM and accounting
View All FeaturesAccess product lists
Provides access to product lists in CRM without having to manually key in items
View All FeaturesEliminates double entry of quotes
Eliminates double entry of quotes and sales orders in both CRM and accounting
View All FeaturesEliminate double entry customers
Eliminates double entry of customers in both CRM and accounting
Eliminate double entry of inventory
Eliminates double entry of inventory items in both CRM and accounting
Access product lists
Provides access to product lists in CRM without having to manually key in items
Eliminates double entry of quotes
Eliminates double entry of quotes and sales orders in both CRM and accounting
Synchronize key accounts
Keeps accounts and customers in sync
Steamline processes
Streamlines the “quote to cash” process
Support
Phone Support: 818-280-4820Support Email: hello@fayedigital.com
Support Knowledge Base: https://fayedigital.com/wp-content/uploads/2021/06/Integration-1-Page-Sage-Intacct.pdf
Terms & Conditions
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