How to: Connect Multiple Sage Intacct Instances

Step 1 — Open the ERP Integration tab

1. In Followup CRM, go to Settings → ERP Integration.

2. Locate Sage Intacct under your connected integrations.

3. You’ll see your current connection. The integration now supports multiple Sage Intacct instances. ➕

   

Step 2 — View connected instances and rename

1. Click the settings dropdown (⚙️) next to the Sage Intacct integration.

2. The dropdown displays all connected instances.

3. To rename one, click the pencil icon (✏️) — by default, the instance name reflects the name from your Sage Intacct account.

4. Rename it to something recognizable, like “Finance - Production” or “Finance - Sandbox”.
   
   

Step 3 — Add a new connection

1. Click the plus sign (➕) to add another Sage Intacct instance.

2. Follow the on-screen prompts to authenticate and connect.

3. Once connected, the page reloads and your new instance appears in the dropdown list. ✅
   
   

Step 4 — Configure settings and module mappings

1. Click any listed instance to open its specific settings.

2. The Module Mappings window will load for that connection. 🔎

3. The header will always display which instance you’re viewing — making it easy to confirm you’re editing the correct one. 🏷️
   
   
   
   

Step 5 — Switch between instances

1. To switch to another connection, close the current one using the X (❌) in the window.

2. Open the dropdown (⚙️) again and select a different instance.

3. The system updates in real time, loading the settings for the newly selected connection. 🔁⚡
   
   

Step 6 — Best practices

• Use clear and descriptive instance names (e.g., Acme - Sandbox, Acme - Production). ✏️📌

• Keep documentation of which Followup CRM properties are mapped to which Sage Intacct fields for each instance. 🗂️📄

• Each connection can have unique module mappings — configure them per instance to avoid errors. 🔧✅

• Test each new connection with a sample record before syncing data broadly. ✔️🔁