IntegratorPlus
Streamline business processes and eliminate manual re-entry of customer and order data with pre-configured integration between Sage Intacct and your customer relationship management platform. Supported CRM systems include Microsoft Dynamics 365 and Salesforce.
IntegratorPlus transfers critical data such as Customer, Customer Address, Inventory, Pricing, Sales Order and Sales Invoice information between CRM and Sage Intacct. This means updates in one system instantly update the other.
IntegratorPlus increases business insights by allowing you to access your data from anywhere, anytime using any PC, smartphone, or tablet. Your teams get a single view of all your business information enabling them to make better informed and timelier decisions. LBMC Technology Solutions is uniquely positioned to assist you with your Sage Intacct and CRM integration.
Benefits of IntegratorPlus
- Eliminate re-entry and maintenance – of redundant customer information with automated two-way synchronization
- Improve operational efficiencies – by entering and having available sales orders from either system
- Enhance sales and service effectiveness – with 360-degree view of your customer
Available Integrations
Below are the 4 CRMs that we currently have setup to connect your Sage Intacct instance wtih.
LBMC Technology Solutions’ Monday.com Integration seamlessly synchronizes data between Sage Intacct and Monday.com, enabling faster, more accurate project tracking and improved customer experiences. By eliminating double data entry and providing real-time visibility into task statuses, teams stay aligned even when last-minute changes occur, enabling faster decision-making and smoother collaboration across projects.
This integration is designed to streamline workflows by updating only the data that matters, when it’s needed. To use the integration, customers must have a Sage SenderID, purchase a Sage web services developer license, and meet API performance tier requirements. Sage Intacct Platform Services, Order Entry, and Basic Project Tracking (Dimensions) are also required, and API usage will count toward your performance limits.
LBMC Technology Solutions’ ServiceTrade Integration enables commercial service contractors to seamlessly sync critical data between Sage Intacct and ServiceTrade, accelerating invoicing and improving accounting accuracy. By automating data flow, teams can invoice immediately after service delivery, reduce errors, increase productivity, and improve cash flow through faster collections.
The integration provides a single source of truth for customer records, leverages Sage Intacct dimensions for deeper insight, and delivers real-time dashboards for better financial visibility. Requirements include a Sage SenderID, a Sage web services developer license, and Sage Intacct Platform Services, Order Entry, and Basic Project Tracking (Dimensions), with API usage counting toward performance tiers.
LBMC Technology Solutions’ IntegratorPlus for Salesforce is an advanced integration that brings Salesforce custom object and workflow data directly into Sage Intacct. Designed for organizations with tailored Salesforce environments, it provides flexibility beyond standard integrations and supports CPQ, billing, and contracts through the IntegratorPlus Advanced module.
This solution streamlines processing and reporting by allowing users to enter and manage custom data in Salesforce while leveraging it in Sage Intacct. Requirements include a Sage SenderID, web services developer license, Sage Intacct Platform Services, Order Entry, Basic Project Tracking (Dimensions), and Sage Intacct Contracts for the Advanced module.
IntegratorPlus delivers a seamless, preconfigured integration between Microsoft Dynamics CRM and Sage Intacct, eliminating manual re-entry of customer and order data. Critical information—including customers, addresses, inventory, pricing, sales orders, and invoices—syncs automatically between systems, giving teams real-time access to accurate data from any device.
By providing a unified, 360-degree view of customer information, IntegratorPlus improves operational efficiency, enhances sales and service effectiveness, and enables faster, better-informed decisions. The Advanced version for Dynamics 365 CRM includes Contracts. Integration requires a Sage SenderID and a Sage web services developer license, with API usage counting toward performance tiers.
IntegratorPlus for Monday.com
LBMC Technology Solutions’ Monday.com Integration seamlessly syncs data between Sage Intacct and Monday.com for faster, more accurate project management and improved customer experiences.
Key Benefits:
- Accurate Project Tracking – Always up-to-date task statuses in Monday.com.
- Improved Collaboration – Keep teams aligned, even with last-minute changes.
- Reduced Manual Entry – Eliminate double data entry and reduce human error.
- Faster Decision-Making – Real-time visibility into project progress and bottlenecks.
- Streamlined Workflows – Update only what’s needed, when it’s needed.
Requirements:
Integrating with this application requires you to use your SenderID and buy a web services developer license from Sage. Your API usage will count towards your API performance tier. Sage may prevent customers from integrating with this application under the partner’s SenderID.
Using this integration also requires that you purchase Sage Intacct Platform Services, Order Entry, and Basic Project Tracking (Dimensions).
Resources:
IntergratorPlus for ServiceTrade
LBMC Technology Solution’s ServiceTrade Integration helps commercial service contractors sync critical data between Sage Intacct and ServiceTrade for faster, more accurate accounting and better customer experiences.
Key Benefits:
- Easier & Faster Invoicing – Invoice immediately after service delivery, not days or weeks later.
- Improve Cash Flow – Faster invoicing and collections improve cash flow by reducing the days of sales outstanding (DSO).
- Increase Productivity – Increase productivity by eliminating the need to re-enter the same data across multiple systems.
- Improve Accuracy – Faster, automated data entry means fewer mistakes to deal with at the end of each period.
- Single Source of Truth for Customer Records – Choose either ServiceTrade or Sage Intacct as your master system for customer information.
- Maximize Technology Investments – Leverage the benefits of Sage Intacct’s dimensions (departments, employees, locations) using the information you already have in ServiceTrade.
- Gain Better Insights into Your Business – Dashboards provide real-time information and increased visibility on the financial status of the company.
Requirements:
Integrating with this application requires you to use your SenderID and buy a web services developer license from Sage. Your API usage will count towards your API performance tier. Sage may prevent customers from integrating with this application under the partner’s SenderID.
Using this integration also requires that you purchase Sage Intacct Platform Services, Order Entry, and Basic Project Tracking (Dimensions).
Resources:
IntegratorPlus for Salesforce
You’ve already built out your Salesforce instance to match your business processes, and now you can include and use that custom object data in your Sage Intacct account. LBMC Technology Solutions’ IntegratorPlus for Salesforce is an advanced, streamlined integration between Salesforce and Sage Intacct. It goes beyond standard integration and provides the flexibility you need to work in a way that best fits your organization. Integrator Plus Advanced module includes Contracts.
Key Benefits:
Customization is an essential part of any SaaS implementation to capture unique business needs. In Salesforce, there could be several use-cases where a user might need to create a new Custom Object or a Custom Logic workflow. Now, you can leverage Salesforce custom data in Sage Intacct by using LBMC Technology Solutions’ IntegratorPlus for Salesforce.
Key Benefits include:
- Advanced integration – with custom objects and custom logic
- Easy-to-use integration – with custom data entry screens allows users to enter their information through Salesforce
- Integrates – with Configure, Price, Quote, and Bill features
- Saves time and money – by streamlining processing, reporting, and transaction times
Requirements:
Integrating with this application requires you to use your SenderID and buy a web services developer license from Sage. Your API usage will count towards your API performance tier. Sage may prevent customers from integrating with this application under the partner’s SenderID.
Using this integration also requires that you purchase Sage Intacct Platform Services, Order Entry, and Basic Project Tracking (Dimensions). For IntegratorPlus Advanced, Sage Intacct Contracts is required.
Resources:
IntegratorPlus for Microsoft Dynamics CRM
Harness the power of two best–in–class software applications! Streamline business processes and eliminate manual re-entry of customer and order data with preconfigured integration between Microsoft Dynamics CRM and Sage Intacct. IntegratorPlus transfers critical data such as Customer, Customer Address, Inventory, Pricing, Sales Order and Sales Invoice information between Dynamics CRM and Sage Intacct. This means updates in one system instantly update the other. IntegratorPlus increases business insights by allowing you to access your data from anywhere, anytime using any PC, smart phone, or tablet. Your teams get a single view of all your business information enabling them to make better informed and more timely decisions.
Key Benefits:
- Eliminate re-entry and maintenance of redundant customer information with automated two-way synchronization
- Improve operational efficiencies by entering and having available Sales Orders from either system
- Enhance sales and service effectiveness with a 360 degree view of your customer
Advanced IntegratorPlus for D365 CRM includes Contracts.
Requirements:
Integrating with this application requires you to use your SenderID and buy a web services developer license from Sage. Your API usage will count towards your API performance tier. Sage may prevent customers from integrating with this application under the partner’s SenderID.
Resource:
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