Salesforce to Sage Intacct
SmartTracks
What are InterWeave SmartTracks?
Welcome to InterWeave! Automating CRM Integration in a configurable, intelligent way, conforming to your business process and workflow, helps you support your customers smarter and faster.
Introducing the InterWeave SmartTracks Program. We have encapsulated our 17 years of experience into Pre-configured Solutions which seamlessly integrate your CRM with a variety of financial applications, including popular platforms like QuickBooks, Sage and MS Dynamics. Companies can now effortlessly integrate their CRM with Financial Applications to streamline invoicing, process payments and automate revenue recognition — enhancing overall operational efficiency and financial accuracy.
The key to the InterWeave SmartTracks Program is the Solutions are Pre-configured with Standard CRM Objects. Each Edition includes real-time data synchronization, customizable workflows, and support for multiple integration directions. A complete, thoroughly tested Solution from day one. Custom Solutions are available as well.
Pre-Configured for Salesforce + Sage Intacct
Standard Salesforce objects — Accounts, Contacts, Opportunities, Orders, and Products — are pre-mapped to Sage Intacct entities including Customers, Jobs, Sales Orders, Invoices, Estimates, and all AP transaction types.
Custom Solutions Available
If you need a complete custom solution beyond Standard Salesforce Objects, we provide these every day. The SmartTracks edition is your foundation — bespoke field mapping, multi-entity workflows, and Sage Intacct module-specific configurations are all within reach.
Sage Intacct — Cloud Financial Management
Sage Intacct is a cloud-native, multi-entity financial management platform built for mid-market and enterprise organizations. Its deep dimensional accounting, multi-currency, and multi-entity support makes it the preferred ERP for scaling companies — and InterWeave's SmartTracks program is pre-built to connect it to Salesforce without custom development.
InterWeave SmartTracks Editions
Configurable Solutions between Salesforce and Sage Intacct, 100Cloud, Business Works, X3 & others.
Enterprise-tier pricing. Sage Intacct SmartTracks are priced at an enterprise tier reflecting the depth of the Intacct integration surface, multi-entity architecture, and dimensional accounting support. Service charges are $4,500 (vs. $3,750 for QuickBooks editions).
- Full AR & AP feature set
- Standard Salesforce object mapping
- Real-time sync with Sage Intacct
- Configuration, Training & Support
- All Professional Edition features
- Multi-currency & multiple price books
- Multiple company files
- Multi-Cloud Integration, Multiple Nodes
- Multiple Financial Applications integrated
- All Enterprise Edition features
- Journal Entry & Time Tracking
- COA integration via iObject
- Payment Gateway add-on available
- eCommerce & Inventory Management
Salesforce to Sage Intacct — Feature Detail
Pre-configured Solutions covering all AR/AP transaction integration for you to choose from.
Professional Edition — AR/AP Objects
Standard Salesforce objects pre-mapped to Sage Intacct entities. Intacct labels mark Sage Intacct-specific transaction patterns.
Customer & Job Mapping
- Salesforce Account/Contact → Customer / Job Intacct
- Salesforce Person Accounts → Customer / Job Intacct
- Salesforce Account/Contact → Jobs Intacct
- Salesforce Products → Items
Transaction Integration
- Opportunity/Orders → Sales Orders Intacct
- Opportunity/Orders → Invoices
- Opportunity/Orders → Sales Receipts
- Opportunity/Orders → Estimates
- InterWeave iObject → Payments Intacct
- InterWeave iObject → Payment Received
- InterWeave iObject → Credit Memo
Operations & Monitoring
- Connection & Error Management and Monitoring
- Log Viewer
- Automatic email or IM notification if error detected
Vendor & Account Mapping
- Salesforce Account/Contact → Vendors
- Salesforce Products → Items
Transaction Integration
- Opportunity/Orders → Purchase Orders
- InterWeave iObject → Bills
- InterWeave iObject → Vendor Credits
- InterWeave iObject → Deposits
- InterWeave iObject → Checks
- InterWeave iObject → Credit Card Charge
- InterWeave iObject → Bill Payment
- InterWeave iObject → Statement Charges
Operations & Monitoring
- Connection & Error Management and Monitoring
- Log Viewer
- Automatic email or IM notification if error detected
Enterprise Edition
- Multi-currency & multiple price books
- Multiple company files
- Multi-Cloud Integration / Multiple Nodes
- Multiple Financial Applications integrated
Ultimate Edition
- iObject → Account (COA)
- iObject → Journal Entry
- iObject → Time Tracking
- Combination of Buttons and Flows
- Credit Card / ACH Payment Gateway (add-on)
- Custom Payment Portal (add-on)
- eCommerce Gateway / Inventory Management (add-on)
SmartTracks Service Charges
- Only Standard Objects in Salesforce integrated
- Two hours of Project Management included
- Up to three Zoom Meetings included
- No Additional Solutions selections
- Maximum of two InterWeave Profiles
- Configuration – 6 hours
- Training – 4 hours
- Support – 6 hours
SmartTracks Add-Ons
Payment Network Partners
Run Payments simplifies payment acceptance with essential tools. The Runverse integrates gateways, processors, and payment apps into a unified platform, supported by exceptional assistance.
Banks, fintechs, and software providers choose TransferMate for enhanced user experiences. Leveraging its technology and global banking, companies access improved rates and reconciliation.
Questions about SmartSolutions
Integration Technologies provides integration solutions and services that help connect and integrate assets across our customers' enterprise in real-time with the industry's most comprehensive SaaS Integration Platform — InterWeave, the SmartIntegration Platform for CRM.
InterWeave was designed for organizations with highly distributed operations, large partner/customer communities who need to share data and information transactions, and customers who require simple solutions for complex integration challenges. Fast, affordable, and tailored to meet our customers' needs — generating immediate business value and rapid ROI.
InterWeave is organized into three integration tenants:
- Financial Application Integration Cloud — Sage Intacct, QuickBooks, MS Dynamics, Oracle and more in a hub/spoke cloud model.
- Payment Processing Cloud — Real-time, scheduled and recurring payments with 49+ Merchant Service Providers.
- Multi-Cloud Integration — Integrate your CRM Solution with anything, anywhere, across any device.
Our customers have a choice of multiple Editions covering Financial Services Integration, Payment Integration, and Multi-Cloud Integration. Editions are feature-rich and extensible with available add-ons including Managed Hosting, Smart+ Support, and access to Financial Advisors. Nonprofit, education, and philanthropy organizations receive special discounts.
InterWeave has 28 Protocol Specific Connectors addressing over 90% of known protocol standards. For Sage Intacct specifically, InterWeave uses Intacct's Web Services API (XML-based) with session-based authentication — a deeply tested connector that handles multi-entity, multi-currency, and dimensional accounting scenarios natively.
Yes. InterWeave supports One to One, One to Many, Many to Many, and more. Our Franchise Edition allows customers to integrate Salesforce with over 28 Sage Intacct company files simultaneously — ideal for multi-entity organizations managing shared services, subsidiaries, or franchise networks.
InterWeave has integrated with over 48 ERP systems since 2006. Options include:
- Accounting → Salesforce → ERP seamless data pipeline with full validation
- Business Process and Workflow at entity level or executed in real-time
- Financial Management, HR, Inventory, Order & Supply Chain support