Salesforce to
Sage
Integration
InterWeave SmartSolutions delivers a configurable, bi-directional integration between Salesforce CRM and Sage ERP — automating Quote-to-Cash, Order-to-Invoice, and Payment-to-Reconciliation workflows. Sales and finance operate from a single source of truth, eliminating manual entry and reducing errors across both platforms.
Supports the full Sage family: Sage Intacct (XML Web Services), Sage 100cloud (BOI on-premise agent), Sage X3 (SData REST API), and Sage BusinessWorks (ODBC) — including multi-entity, multi-currency, and hosted Sage environments.
Every Sage platform.
One integration partner.
InterWeave supports the full Sage family — each version connected through its native API or access layer, with deep integration for the objects and workflows that matter most to your business.
Choose your edition.
Three editions designed to scale with your business — from foundational data sync for growing teams to AI-driven, enterprise-grade integration for complex multi-entity Sage deployments.
What gets synced — every object.
Standard mappings cover the full Quote-to-Cash lifecycle. Sage-specific object names vary by version — InterWeave handles the translation automatically.
| Salesforce Object | Direction | Sage Object | Version Notes |
|---|---|---|---|
| Account | ⇄ Bi-directional | CUSTOMER / ARCustomer | Intacct: CUSTOMER · 100: AR_Customer · X3: BPCUSTOMER · BW: ARCustomer |
| Contact | ⇄ Bi-directional | Contact (role-mapped) | Role mapping configurable; billing/shipping contacts linked to parent account |
| Opportunity (Closed Won) | → To Sage | Quote / Order / Contract | Intacct: SOORDER · X3: SORDER / SQUOTE · 100: SO_SalesOrderHeader |
| Order / Invoice | → To Sage | ARINVOICE / ARInvoice | Intacct: ARINVOICE · 100: AR_InvoiceHeader · X3: SINVOICE · BW: ARInvoice |
| Product / Price Book | ⇄ Bi-directional | Item / ITMMASTER | Intacct: ITEM · 100: CI_Item · X3: ITMMASTER · BW: IMItem |
| Payment Status | ← From Sage | ARPAYMENT / ARCashReceipt | Payment records sync to Salesforce Opportunity and Account in real time |
| Credit / Refund | ⇄ Bi-directional | Credit Memo / ARCREDITMEMO | Credit notes sync back to Salesforce cases or account records |
| Vendor Optional | ⇄ Bi-directional | VENDOR / APVendor | AP integration optional; Enterprise/Ultimate edition or add-on required |
| Bill / PO Optional | ← From Sage | APBILL / PurchaseOrder | Full AP view in Salesforce; Ultimate edition or add-on required |
How the integration works.
InterWeave provides the data structure, workflow, and complex processing logic for fast, reliable, and secure synchronisation between Salesforce and Sage.
What customers experience.
The measurable ROI benefits customers see after deploying the Salesforce ↔ Sage integration from InterWeave.
Salesforce ↔ Sage
FAQs.
The most common questions about the InterWeave Salesforce to Sage integration — covering data objects, Sage versions, sync behaviour, multi-entity support, and implementation.
InterWeave SmartSolutions delivers a configurable, bi-directional integration between Salesforce CRM and Sage ERP. It automates Quote-to-Cash, Order-to-Invoice, and Payment-to-Reconciliation workflows, ensuring both sales and finance operate from a single source of truth — eliminating manual entry and reducing errors across both platforms.
InterWeave supports the full Sage family:
- Sage Intacct — AR, AP, GL, Order Entry, Cash Management, Contracts, Multi-entity (via XML Web Services)
- Sage 100cloud — AR, Inventory, Sales Orders, Cash Receipts (via BOI on-premise agent)
- Sage X3 — BPCUSTOMER, SORDER, SINVOICE, ITMMASTER, STOCK (via SData REST API)
- Sage BusinessWorks — ARCustomer, ARInvoice, OEOrder, IMItem (via ODBC/Pervasive)
Standard templates cover:
- Salesforce Accounts ↔ Sage Intacct Customers / Vendors
- Contacts with role mapping
- Opportunities ↔ Quotes, Orders, or Contracts
- Invoices and Line Items
- Products, Services, and Pricing
- Payments, Credits, and Refunds
Custom Salesforce fields and objects can be mapped to Sage Intacct with InterWeave's configuration tools.
When an Opportunity is marked Closed Won in Salesforce, InterWeave automatically generates the corresponding Sales Order, Contract, or Invoice in Sage. Products, line items, discounts, and taxes are mapped seamlessly. Payment and settlement data flow back into Salesforce, giving sales teams visibility into invoice status and AR collections.
Yes — InterWeave is fully configurable:
- Define system-of-record rules for each object
- Apply approval and workflow logic across Salesforce and Sage
- Configure multi-entity posting, tax handling, and currency conversion
- Extend integration to subscription billing and recurring revenue models
- Real-time: Closed Won, invoice updates, and payments sync instantly
- Batch: Bulk reconciliations and historical data loads
- Event-driven triggers: Salesforce workflows can launch syncs on-demand
This hybrid approach balances speed with performance for financial transactions.
System-of-record rules designate Salesforce for customer/sales data and Sage for financial records. De-duplication logic ensures new Accounts/Customers aren't created if one already exists. Exceptions are logged in the InterWeave Dashboard for review and resolution with a full audit trail.
Yes. InterWeave fully supports:
- Multi-entity Intacct deployments — subsidiaries and divisions with inter-company transactions
- Multi-currency transactions with automatic currency conversion
- Consolidated or entity-level reporting across Salesforce and Sage
- Sage X3 multi-folder routing with sales site (STOFCY) per account
- TLS/SSL encryption for all transactions
- Role-based access and detailed logging for compliance
- PCI-DSS alignment for payments when paired with InterWeave SmartPayment Gateway
- Sensitive payment or customer data is not stored in Salesforce or Sage
- Transaction logging for each record processed
- Error queues with retry capability for failed syncs
- Real-time dashboards for throughput, latency, and sync status
- Proactive alerts via email or Salesforce notifications for administrators
Yes. With the InterWeave SmartPayment Gateway, you can:
- Process credit card, ACH, or eCheck payments directly from Salesforce
- Post payment transactions into Sage automatically
- Sync payment statuses back to Salesforce for sales visibility
This enables a full Opportunity → Invoice → Payment → Reconciliation loop.
- Standard templates: 4–6 weeks
- Complex, customised projects: 8–12 weeks (multi-entity, multi-currency, advanced revenue recognition)
InterWeave's pre-built Sage templates accelerate time-to-value significantly — covering most common Salesforce ↔ Sage use cases without starting from scratch.
Subscription-based (annual) by edition: Professional ($7,499/yr), Enterprise ($9,499/yr), Ultimate ($13,499/yr) — all plus Configuration, Training, and Support charges. Add-ons available for SmartPayment Gateway, Multi-entity, and Subscription Billing. Contact InterWeave for a detailed scope and quote.
No. InterWeave maintains version-compliant adapters for both Salesforce and Sage. The integration is actively maintained to ensure compatibility with Salesforce's three annual releases and Sage Intacct's quarterly updates — giving you long-term stability without managing API compatibility yourself.
- Elimination of double entry between Salesforce and Sage
- Faster Quote-to-Cash cycles — Closed Won to Invoice in seconds
- Improved invoice / payment accuracy
- Audit-ready reconciliation and compliance reporting
- Stronger collaboration between Sales and Finance
See it in action.
Watch InterWeave videos covering Salesforce to Sage Intacct integration, payment gateway setup, eCommerce connection, and more.
Salesforce ↔ Sage — start today
Salesforce and Sage.
Talking in real time.
Deploy the InterWeave Salesforce to Sage integration and automate your entire Quote-to-Cash process — from Closed Won to reconciled payment, across Intacct, 100cloud, X3, or BusinessWorks.