Salesforce to Sage Integration by InterWeave

The SmartIntegration Platform for CRM

Professional Edition

Foundational, intelligent data synchronization for seamless connectivity and efficiency in growing teams. Emphasizes smart, intuitive setup

^$ 7499 _Year

+ Configuration, Training and Support charges

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Enterprise Edition

AI-powered automation and adaptive workflows for optimized operational intelligence and prescriptive actions. Highlights intelligent, self-optimizing processes.

^$ 9499 _Year

+ Configuration, Training and Support charges

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Ultimate Edition

Enterprise-grade, generative AI-driven integration and predictive analytics for transformative insights and future-proof digital ecosystems. Conveys a highly advanced, cognitive integration hub.

^$ 13499 _Year

+ Configuration, Training and Support charges

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The SmartPortal

Configurable integration Solution with over 48 integrated Merchant Services Providers.

^$ 3600 _Year

+ Configuration, Training and Support charges

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Payment Processing

US & Canada

Payment Processing Solutions for your CRM. Innovative. Secure. Integrated.

^$ 3600 _Year

+ Configuration, Training and Support charges

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International

Payment Processing Solutions for your CRM. Innovative. Secure. Integrated.

^$ 3600 _Year

+ Configuration, Training and Support charges

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eCommerce

eCommerce Solutions integrated with your CRM. Innovative. Secure. Integrated.

^$ 3600 _Year

+ Configuration, Training and Support charges

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Salesforce to Sage FAQs

1. What does the Salesforce ↔ Sage Intacct integration with InterWeave provide?

InterWeave SmartSolutions delivers a configurable, bi-directional integration between Salesforce CRM and Sage Intacct ERP. It automates Quote-to-Cash, Order-to-Invoice, and Payment-to-Reconciliation workflows, ensuring both sales and finance operate from a single source of truth.

2. Which Sage Intacct modules are supported?

InterWeave supports the core and extended Sage Intacct modules, including:

Accounts Receivable (AR)
Accounts Payable (AP)
General Ledger (GL)
Order Entry / Contracts
Cash Management
Multi-Entity and Multi-Currency (if licensed in Intacct)

3. What data objects are typically integrated?

Standard templates cover:

Salesforce Accounts ↔ Sage Intacct Customers/Vendors
Contacts (with role mapping)
Opportunities ↔ Quotes, Orders, or Contracts
Invoices and Line Items
Products, Services, and Pricing
Payments, Credits, and Refunds

Custom Salesforce fields and objects can be mapped to Sage Intacct with InterWeave’s configuration tools.

4. How does InterWeave automate the Quote-to-Cash process?

When an Opportunity is marked Closed Won in Salesforce, InterWeave automatically generates the corresponding Sales Order, Contract, or Invoice in Sage Intacct.
Products, line items, discounts, and taxes are mapped seamlessly.
Payment and settlement data flow back into Salesforce, giving sales teams visibility into invoice status and AR collections.

5. Can the integration be customized for our business rules?

Yes. InterWeave is fully configurable:

Define system-of-record rules for each object.
Apply approval and workflow logic across Salesforce and Intacct.
Configure multi-entity posting, tax handling, and currency conversion.
Extend integration to subscription billing and recurring revenue models.

6. How does synchronization work (real-time or batch)?

Real-time: Closed Won, invoice updates, and payments sync instantly.
Batch: Bulk reconciliations and historical loads.
Event-driven triggers: Salesforce workflows can launch syncs on-demand.

This hybrid approach balances speed with performance for financial transactions.

7. How are conflicts or duplicates handled?

System-of-record rules designate Salesforce for customer/sales data and Intacct for financial records.
De-duplication logic ensures new Accounts/Customers aren’t created if one already exists.
Exceptions are logged in the InterWeave Dashboard for review and resolution.

8. Can InterWeave support multi-entity or global Intacct setups?

Yes. InterWeave fully supports:

Multi-entity Intacct deployments (subsidiaries, divisions).
Multi-currency transactions with automatic currency conversion.
Consolidated or entity-level reporting across Salesforce and Intacct.

9. How secure is the integration?

TLS/SSL encryption for all transactions.
Role-based access and detailed logging for compliance.
PCI-DSS alignment for payments (when paired with InterWeave Smart Payment Gateway).
Sensitive payment or customer data is not stored in Salesforce or Intacct.

10. How does InterWeave handle errors and monitoring?

Transaction logging for each record processed.
Error queues with retry capability.
Real-time dashboards for throughput, latency, and sync status.
Proactive alerts (email or Salesforce notifications) for administrators.

11. Can payments also be integrated?

Yes. With the InterWeave Smart Payment Gateway, you can:

Process credit card, ACH, or eCheck payments directly from Salesforce.
Post payment transactions into Sage Intacct automatically.
Sync payment statuses back to Salesforce for sales visibility.

This enables a full Opportunity → Invoice → Payment → Reconciliation loop.

12. How long does implementation take?

Standard templates: 4–6 weeks.
Complex, customized projects: 8–12 weeks (multi-entity, multi-currency, advanced revenue recognition).

InterWeave’s pre-built Intacct templates accelerate time-to-value significantly.

13. What is the pricing model?

Subscription-based ( Annual) by edition: SmartEssentials, SmartAdvanced, SmartElite.
Professional Services for configuration, customization, and training.
Add-ons available for Payment Gateway, Multi-entity, and Subscription Billing.

14. Will Salesforce or Sage Intacct upgrades break the integration?

No. InterWeave maintains version-compliant adapters for both Salesforce and Sage Intacct. The integration is actively maintained to ensure compatibility with Salesforce’s three annual releases and Sage Intacct’s updates.

15. What ROI benefits do customers see?