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Techila/Integrations/Sage Salesforce integration
AccountingSage IntacctAdvanced CRM Integration

Sage
Salesforce integration.

How Sage Intacct's own Salesforce integration works, what it syncs, and what Salesforce edition it needs.

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The current Salesforce Sage integration is the Sage Intacct Advanced CRM Integration, a managed package installed in Salesforce. Sage says it covers the sales-to-billing cycle: accounts and contacts, products and price books, quotes, orders, invoices, contract billing and project accounting. It replaces Sage's original Intacct CRM Integration, which Sage says is being end-of-lifed.

How it works

What happened to Sage Live?

Sage Live was Sage's accounting product built on Salesforce. It no longer appears on Sage's website. Sage's documented Salesforce integration today is for Sage Intacct, through the Advanced CRM Integration.

The connector

Sage Intacct for finance. Salesforce for sales.

Techila Global Services is a Salesforce Summit Partner. On the Salesforce side of a Sage Intacct project we set up the integration user, permissions, page layouts and field mappings, and test that accounts, products and orders sync the way finance expects.

If you ran Sage Live and need a new home for that data, we help scope the move.

Salesforce integration guide

What does the Sage Intacct Salesforce integration sync?

Sage lists these workflows and records. You choose which ones to switch on, and for most of them, the direction.

Records and workflows in the Sage Intacct Advanced CRM Integration
AreaWhat syncsNotes from Sage's docs
Accounts and contactsSalesforce accounts create Intacct customersCreated by a button, a checkbox, or for all new accounts
Products and price booksIntacct items and Salesforce productsMost commonly set Intacct to Salesforce; needed for price books
Order EntrySales quotes, orders, invoices, credit memosShown in Salesforce as read-only Intacct custom objects
ContractsContract billing, modifications and renewalsIts own configuration path
Project accountingProjects and tasksFor Intacct Project Accounting
NonprofitsNonprofit workflowsWorks with Salesforce Nonprofit Cloud

Which way does each record move?

Salesforcevia Advanced CRM IntegrationSage Intacct
  • Accounts / customers (both ways)
  • Quotes and orders (from Salesforce to Sage Intacct)
  • Products (from Sage Intacct to Salesforce)
  • Sales invoices (from Sage Intacct to Salesforce)
Directions from Sage Intacct's help pages for the Advanced CRM Integration (read 10 November 2026). Standard account fields sync from Salesforce; custom field mappings can sync both ways. Most directions are settings you choose.

With the Sync only once option, account changes in Salesforce stop flowing after creation, and Intacct becomes the source of truth for account information.

What do you need before you connect Salesforce and Sage Intacct?

  • A Salesforce edition with API access. Sage lists Enterprise, Unlimited and Performance. Professional works only with purchased API access, because Intacct needs REST/SOAP and Bulk API access.
  • A Sage Intacct company and a Salesforce org to connect it to.
  • Intacct experience. Sage asks for the Intacct implementation course and 3 to 6 months of working experience with Intacct.
  • Intermediate Salesforce admin skills: custom objects, profiles, permission sets, field-level security, page layouts, record types and AppExchange apps.
  • Classic or Lightning. Sage says the integration works in both, and in the Salesforce mobile app.

Intacct Collaborate is installed separately; Sage recommends installing the Advanced CRM Integration first. Our Salesforce integration services cover the Salesforce side; for other accounting systems see Salesforce integrations, or book a discovery call.

Architecture

How does Salesforce connect to Sage Intacct?

Salesforce

Accounts, opportunities, quotes

Advanced CRM Integration

Managed package · Intacct and Salesforce APIs

Sage Intacct

Customers, orders, invoices, contracts

What's included

What does Techila set up for Sage Intacct and Salesforce?

/01
Integration user and permissions
A Salesforce user and permission sets that let the package read and write the right records.
/02
Sync direction choices
Which system owns accounts, products and prices, agreed with finance before go-live.
/03
Quote-to-order flow
Order Entry documents created from Salesforce and invoices written back.
/04
Custom field mappings
Extra account and customer fields mapped, including two-way custom mappings.
/05
Sync error follow-up
Failed records reviewed and re-synced so sales and finance see the same numbers.

Looking for delivered work? See case studies

FAQ

Frequently asked questions.

What architects ask before commissioning a Techila integration.

Sources

Last reviewed:

  1. Sage Intacct Help, The Sage Intacct Advanced CRM Integration (read 10 November 2026)
  2. Sage Intacct Help, Sage Intacct Advanced CRM Integration paths (read 10 November 2026)
  3. Sage Intacct Help, Sync Accounts (read 10 November 2026)
  4. Sage Intacct Help, Sync Products (read 10 November 2026)
  5. Sage Intacct Help, Sync sales transactions (read 10 November 2026)

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