Exceleron Bridge Sage Intacct & 300 – ConnectWise
Function : Integration | Solution : Sage Intacct, Sage 300, ConnectWise | INDUSTRY: All
The BAASS Bridge integrates ConnectWise PSA with Sage Intacct and Sage 300, enabling seamless data synchronization between the two systems. The sync is one-directional, from ConnectWise to Sage Intacct or Sage 300, and can be performed on demand while tracking history and status.
Features & Benefits
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Company & Invoice Synchronization – Sync ConnectWise companies as Sage Intacct or Sage 300 customers and invoices as Sage Intacct or Sage 300 invoices. Streamlines financial data management, eliminating manual entry and ensuring accurate, real-time synchronization between systems.
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Automated Processing & Logging – Users can manually trigger synchronization through an intuitive UI, with a processing screen that logs errors for visibility. Automates processes, reduces the chance for human error, and makes it easy to track and resolve sync issues.
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Custom Data Import – Selectively import customers, products, and invoices. Increases flexibility, allowing users to import only the necessary data, saving time and providing better control over what’s being transferred.
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Email Notifications – Receive alerts for failed records, enabling corrections and reprocessing. Ensures fast problem resolution, keeping data accurate and up-to-date without manual intervention.
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Secure & Configurable API Integration – Store and configure ConnectWise and Sage Intacct or Sage 300 API details in a secure environment, using IIS and SQL Server for stability. Simplifies integration and configuration, ensuring a reliable, secure environment for seamless data synchronization.