mConnect for Sage Intacct enables ConnectWise PSA and Sage Intacct to work together by identifying and sharing operational information, all of which is customizable for your needs. This eliminates the need for error-prone, manual importing and exporting of data from each system, allowing your business to synchronize information between accounting, sales, invoicing, inventory, time entry, and more. For more information contact firstname.lastname@example.org.
Master records such as companies, products, projects, and more are entered, and maintained, in ConnectWise PSA. Our tool, mConnect, recognizes the record additions or changes and transmits that information to Sage Intacct - keeping both systems in sync.
Our transactional synchronization process allows you to control the sync of Sales Invoices and Purchase Receipts to Sage Intacct based on the status of the document in ConnectWise PSA. This means we can work fully within your existing, or new, workflows in ConnectWise PSA and still automatically push information instantly to Sage Intacct. There’s NO batching and NO waiting! As with all our integration processes, you have complete control over the data mapping process, so your data goes into the correct buckets every time!
mConnect allows companies to regain lost time by maintaining records in ConnectWise PSA that update Sage Intacct automatically in real-time. Companies can control what records are pushed by choosing triggers for synchronization and take control of the field mappings by tailoring the mappings to meet your company needs.
Requirements:mConnect for Sage Intacct is compatible with all supported versions of ConnectWise PSA.
Effortlessly integrate customers, vendors, projects, agreements, and items from ConnectWise PSA to Sage Intacct in real-time
Automatically synchronize sales documents (any kind) and purchases between systems in real-time.
Customer payments transmit immediately from Sage Intacct to ConnectWise PSA so that sales documents in ConnectWise PSA have accurate remaining balances.
GL accounts and dimensions are taken from the GL Account setup in the ConnectWise PSA system area, so ConnectWise PSA controls how transactions post.
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The mConnect ConnectWise Manage Integration is certified via the ConnectWise Invent Program. If you need assistance with creating API members or integration setup please send a note toHelp@ConnectWise.com and the ConnectWise Manage support team can assist.For any other questions with this integration, please contact the mConnect team directly to resolve any issues.
Josh Delano, Minuteman Security Technologies
As a growing company we had a need to move to an enterprise class accounting package and needed a clean integration with flexibility to connect to CW Manage. We interviewed several companies and reviewed several products. Ultimately MConnect and Dean Dorton provided a wealth of knowledge and experience to implement Sage Intacct and MConnect to automatically integrate data from CW. We have been extremely happy with the process from planning, implementation and support.
Date: 11/4/2022 9:55 AM
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Justin Himebaugh, Worksighted
MConnect has been a great integration tool between Sage Intacct and Connectwise for us. We went live in December 2021. They were great to work with to customize the connection and get the data we needed out of Connectwise and into Sage Intacct. The console makes it easy to identify and fix any data issues with the tool. Overall great experience and would highly recommend this product if you are looking to link up Sage Intacct with Connectwise.
Date: 11/3/2022 8:35 AM
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You're about to take a very important first step towards automating your ConnectWise PSA and Sage Intacct experience. Congratulations! Please review the document you'll receive after completing this form and contact us for more information!