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Sage Intacct Integration with Followup CRM

The Sage Intacct integration with Followup CRM allows you to seamlessly connect your accounting and project management data with your sales and operations workflows. This integration helps your team gain real-time visibility into project costs, income, and customer details — all within Followup CRM.  Below, you’ll find a complete list of setup guides to help you configure and optimize the integration step by step.

🔗 Connecting Your Sage Intacct Account

Start by connecting your Sage Intacct instance(s) to Followup CRM. You can link one or multiple instances depending on your organization’s setup.

⚙️ Mapping Data Between Systems

Mapping ensures that the data flowing between Sage Intacct and Followup CRM aligns correctly across modules, companies, contacts, and projects.

📦 Importing Data

You can bulk import existing records from Sage Intacct into Followup CRM to get your data in sync quickly.

💰 Syncing Financial Data

Once your integration is connected and mapped, you can view and sync financial details — including project income and costs — directly within Followup CRM.

🧭 Mapping Project IDs

Properly mapping project IDs ensures your records stay aligned between Followup CRM and Sage Intacct. You can choose whether IDs are auto-generated in Sage or matched from Followup CRM.