Sage Intacct Integrations for Nonprofits – including Salesforce


Sage Intacct was built from the ground up to integrate with some of the best-in-class solutions for business processes such as accounts receivable, accounts payables, Customer Relationship Management (CRMs), or budgeting and forecasting.

Sage Intacct has made its API (Application Programming Interface) open allowing for custom integration of software. An API refers to seamless connectivity that allows organizations to automate business processes and enhance data sharing between various applications and systems. The open API means any application that has the ability to connect with other applications can connect to Sage Intacct.

Connecting applications and integrating various platforms enables organizations to share, view, and analyze data efficiently. For non-profits, this can mean better transparency for stakeholders, allowing for accurate and real-time data analysis and consistency in reporting. Integrating the right software to Sage Intacct can also save hours of work each month. ​​​​​​​

Sage Intacct Advanced Salesforce CRM Integration for Nonprofits allows for seamless integration between Sage Intacct and Salesforce, one of the top CRM software in the market today, in a unique way. Rather than just porting data, sending transactions, and sharing dimensions, this is an integration that provides embedded insight to both accounting and CRM users. Communication across teams is easy with integrated Salesforce Chatter and Sage Intacct Collaborate.

Using this integration, the Finance and Development departments can see their accurate Accounts Receivable or Pledge balances, see the same number for cash receipts, etc. so that everyone can feel confident that their numbers tell the same story and differences can be easily explained. The dual recording functionality means the data is never out of sync and reduces the reconciliation burden between Salesforce and accounting. Below is a list of other popular nonprofit applications that integrate seamlessly with Sage Intacct:

You can find many other APIs and Sage Intacct Integrations here: https://marketplace.intacct.com/AboutMarketplace.

Contact the Kiwi Partners' Consulting team for more information about Sage Intacct and integrations. If you would like to see a demo of the Salesforce CRM Integration for Nonprofits, please contact us.


Image Source: Sage Intacct

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