Both of those can only sync in one direction, from Salesforce to Intacct. With order-entry transactions, however, read-only information can go from Intacct back to Salesforce.
Full Answer
Scale and streamline your business processes from end to end
Sage Intacct connects Sales, Revenue, and Finance from the initial transaction through reporting, forecasting, and billing to:
Collaborate through Chatter
Salesforce’s Chatter feed is embedded inside Sage Intacct so you can collaborate within the context of related transactions in both Salesforce and Sage Intacct.
Focus on your business, not your integration
Our Salesforce integration is built and supported by Sage Intacct based on experience from working with hundreds of customers.
Create your own Integration
Connect Sage Intacct and Salesforce the way you want. Start by selecting the trigger and action events listed here.
Run Workflows
Connect Sage Intacct and Salesforce with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
Why Automate.io?
iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
How does Intacct help?
Intacct helps you reduce your financial close cycle, improve the quality of your financial information and manage multiple business units in real time, as well as ensure compliance with financial and regulatory requirements in the regions where you do business. Intacct Global Consolidations enables you to roll up subsidiary companies to their parent companies, and to correlate your subsidiary company financial data with the parent. You can consolidate across the organization and view your consolidated financial statements — securely and in real time.
What is Intacct Financial Management System?
The Intacct financial management system handles multiple currencies with ease — from Intacct Order Management to Intacct Purchasing to Intacct Expense Management. Easy to use and highly automated, Intacct Multi-Currency reduces the cost and complexity of running businesses with multiple currencies and ensures accurate, up to the minute financial visibility and control.
What is Salesforce CRM?
Salesforce CRM provides your sales and executive teams with anytime, anywhere access to lead and opportunity information and gives you visibility into your entire sales pipeline. But once your sales people close an opportunity, Salesforce CRM stops. Much more has to happen as the order moves to your finance department to be booked, invoiced, shipped, collected and turned into cash, revenue and commissions. In many companies, there are major gaps between sales and finance and between the CRM and financial systems.