SugarCRM is the 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 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.
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 Intacct and moves it to the SugarCRM Contacts 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.