Click here to see the SugarCRM Intacct Integration spec sheet.
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.