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CRM ⇄ ERP

Close to Sage Intacct integration — real-time, two-way sync

Keep Close and Sage Intacct in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Migrated from Mulesoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Close and Sage Intacct

Close the gap between front office and back office: Close and Sage Intacct share customers and status in real time, in both directions.

Close holds the customer relationship; Sage Intacct runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Custom Fields, Users, Smart Views, Leads in Close with Order Entry Transactions, Purchasing Transactions, Dimensions, Employees in Sage Intacct field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Push call, SMS, and email activity data into a warehouse for rep performance and outreach-cadence analysis.
  • Write product usage or firmographic data from an internal database onto Close lead custom fields to prioritize follow-up.
  • Sync vendors and AP bills with procurement and spend management tools.
  • Keep project and department dimensions aligned with a PSA or HRIS so coding stays consistent across systems.

Where Sage Intacct manages people and org data: keep Close aligned

Owners, territories, and org structure informed by Sage Intacct stay current in Close.

Where Sage Intacct handles order-to-cash: closed-won flows through

A deal won in Close creates or updates the customer in Sage Intacct with clean data, so fulfillment and invoicing start without re-entry.

Where Sage Intacct is the finance system of record: money status on the account

Invoice and payment state from Sage Intacct shows on the account in Close, so reps see balances before promising the next order.

What you can sync between Close and Sage Intacct

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Close objects Sage Intacct objects
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. GL Accounts Chart of accounts read for mapping synced transactions.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Journal Entries GL activity written from external systems and replicated to warehouses.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Customers AR masters synced bi-directionally with CRMs like Salesforce and HubSpot.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Vendors AP masters kept aligned with procurement and payment platforms.
Users Sales reps referenced as owners on leads, opportunities, and activities. AR Invoices Billing documents created from upstream order or subscription data.
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. AP Bills Payables documents written from procurement tools and OCR pipelines.
What ships with Close ⇄ Sage Intacct

Connect Close and Sage Intacct for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Close–Sage Intacct connection.

Real-time

Two-way sync

Changes in Close or Sage Intacct instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Sage Intacct data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Close or Sage Intacct record.

Observability

Monitoring

Track your Close ⇄ Sage Intacct sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Close and Sage Intacct.

How the Close and Sage Intacct connectors work

Close

Integration surface
REST API
Authentication
API key (sent via HTTP Basic auth)
Change detection
Webhook subscriptions for record events, with polling on date_updated fields for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to per-endpoint rate limits communicated in response headers

Sage Intacct

Integration surface
XML web services gateway; REST API on newer releases
Authentication
Web Services sender ID plus company login (session-based) on the XML gateway; OAuth 2.0 on the REST API
Change detection
Polling on WHENMODIFIED audit fields; no log-based CDC or general webhook surface
Capabilities
read · write
How it works

How to connect Close to Sage Intacct — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Close and Sage Intacct with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Close connected
    Sage Intacct connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Close and Sage Intacct objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Close ⇄ Sage Intacct
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Close Sage Intacct
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Close and Sage Intacct integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Close and Sage Intacct.

Popular · 8 of 386
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