ERP:  Sage Intacct & 300  |  INDUSTRY:  ALL

The BAASS Bridge integrates ConnectWise PSA with Sage Intacct and Sage 300, enabling seamless data synchronization between the two systems.

Reduce Data Entry Errors  Increase Efficiency Integrate

 

 

Why should you use this tool?

The sync is one-directional, from ConnectWise to Sage Intacct or Sage 300, and can be performed on demand while tracking history and status.

Bridge Sage Intacct & 300 - ConnectWise
Software Requirements
  • Supported versions of Sage Intacct & 300

Features

  • Company & Invoice Synchronization
    • ConnectWise companies sync as Sage Intacct or Sage 300 customers.
    • ConnectWise invoices sync as Sage Intacct or Sage 300 invoices.
  • Automated Processing & Logging
    • Users can trigger synchronization manually via an intuitive UI.
    • A processing screen logs errors, ensuring visibility into sync issues.
  • Custom Data Import
    • Users can selectively import customers, products, and invoices.
  • Email Notifications
    • Alerts notify users of failed records, allowing corrections for reprocessing.
  • Secure & Configurable API Integration
    • Stores ConnectWise and Sage Intacct or Sage 300 API details for easy configuration.
    • Uses a remote server environment with IIS and SQL Server (Community Edition) for reliability.


Benefits

  • Eliminates manual data entry, reducing errors and saving time.
  • Ensures real-time financial accuracy by keeping ConnectWise and Sage Intacct or Sage 300 in sync.
  • Provides visibility into sync history, allowing for easy tracking and troubleshooting.
  • Enhances flexibility with on-demand sync and customizable data imports.
  • Improves operational efficiency by automating invoice and customer record transfers

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If you are interested in the BAASS Bridge - Sage 100 - DocuSign and or have any general questions or comments, please click the button below to request further information or to share your comments with us.

 

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Bharti_Meisuria

Bharti Meisuria

Development Team & Management Consulting Practice Leader - Bharti brings a diversified experience in HR applications, CRM, and ERP with a strong focus on custom software design and development. In addition to her broad technical background, Bharti also has experience working internationally and has the ability to provide clients with immense planning, and project management support.
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