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Unleash Financial Agility: Dynamics GP & Sage Intacct Integration

Connect your on-premise Dynamics GP with cloud-native Sage Intacct for seamless, real-time financial and operational automation.

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The Challenge

Bridging the Gap: The Challenges of Disconnected Financial Systems

Many organizations struggle with fragmented financial data when Dynamics GP operates in silos from modern cloud accounting solutions like Sage Intacct. This leads to manual data entry, reconciliation nightmares, delayed financial closes, and a lack of real-time visibility, hampering strategic decision-making and business growth.

  • Manual Data Entry & Duplication: Tedious, error-prone transfer of data between GP and Intacct.
  • Data Discrepancies & Inconsistencies: Mismatched customer, vendor, or GL account data across systems.
  • Delayed Financial Reporting & Close: Slow reconciliation processes hinder timely insights.
  • Inefficient Workflows: Stalled order-to-cash and procure-to-pay cycles due to fragmented data.
  • Compliance & Audit Risks: Lack of comprehensive audit trails and data integrity issues.
  • Limited Scalability: Manual processes can't keep pace with business growth.
Integration Diagram
Solution Illustration
The Solution

Seamlessly Connect Dynamics GP and Sage Intacct with an AI-Powered iPaaS

Our intelligent iPaaS solution provides a unified platform to integrate Dynamics GP with Sage Intacct, transforming disparate systems into a cohesive, automated financial ecosystem. Leverage low-code tools and AI to build resilient, scalable, and real-time data flows that drive efficiency, accuracy, and strategic insights.

  • Pre-built Connectors: Optimized, robust connectors for Dynamics GP (Web Services/eConnect) and Sage Intacct (XML Gateway/REST APIs).
  • Visual Workflow Designer: Drag-and-drop interface for building complex integration flows without coding.
  • AI-Powered Data Mapping: Intelligent suggestions for field mappings and dimension assignments.
  • Real-time Data Synchronization: Event-driven architecture for instant updates across systems.
  • Advanced Error Handling: Automated retries, dead-letter queues, and proactive alerts.
Implementation Timeline

Go live with Dynamics GP + Sage Intacct in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Dynamics GP and Sage Intacct, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Dynamics GP + Sage Intacct deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Pre-built Connectors: Optimized, robust connectors for Dynamics GP (Web Services/eConnect) and Sage Intacct (XML Gateway/REST APIs).
  • Visual Workflow Designer: Drag-and-drop interface for building complex integration flows without coding.
  • AI-Powered Data Mapping: Intelligent suggestions for field mappings and dimension assignments.
  • Real-time Data Synchronization: Event-driven architecture for instant updates across systems.
  • Advanced Error Handling: Automated retries, dead-letter queues, and proactive alerts.
  • Master Data Management: Harmonize Customer, Vendor, and Item data for a single source of truth.
  • Comprehensive Monitoring & Analytics: End-to-end visibility into integration health and performance.

Dynamics GP to Sage Intacct: The Integration Blueprint

Our iPaaS provides the robust architecture to connect Dynamics GP and Sage Intacct using their respective APIs, enabling seamless, bidirectional data flow and complex workflow orchestration. This blueprint ensures data integrity, performance, and scalability.

Data Flow Steps

Initial Setup: Securely configure connectors for Dynamics GP Web Services/eConnect and Sage Intacct APIs (XML Gateway/REST).

Master Data Synchronization: Establish bi-directional sync for Customer, Vendor, and Item master data to ensure consistency.

Workflow Design: Visually build automated workflows for Order-to-Cash, Procure-to-Pay, and GL posting using the iPaaS designer.

Data Mapping & Transformation: Utilize AI-assisted mapping to align fields and apply transformation rules, including dimension assignment for Intacct.

Testing & Validation: Thoroughly test integrations in sandbox environments with AI-driven validation and simulated data.

Deployment & Monitoring: Deploy integrations to production with version control and monitor performance via centralized dashboards.

Data Touchpoints

Dynamics GP: Sales Order, Customer, Item, Vendor, Purchase Order, Payables Transaction, General Ledger Transaction, Payment.
Sage Intacct: Customer, Vendor, Item/Product, Sales Order, Sales Invoice, Vendor Bill, General Ledger Account, Journal Entry, Payment, Cash Receipt, Project, Dimension.

"Dynamics GP (Source) <--> iPaaS (Orchestration, AI, Transformation) <--> Sage Intacct (Target). Data flows include Sales Orders, Purchase Orders, Customers, Vendors, Items, and GL Transactions, with bi-directional sync for master data and transactional flows from GP sub-ledgers to Intacct GL."

Pricing

Simple, transparent pricing for Dynamics GP + Sage Intacct.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Dynamics GP

Integrating Dynamics GP fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Intelligent Mapping between Dynamics GP and Sage Intacct

Our iPaaS provides robust support for synchronizing core business entities between Dynamics GP and Sage Intacct. Leveraging AI and low-code tools, we simplify complex data mapping and ensure data integrity across your financial ecosystem.

Customer

Master record for all customer information. Essential for sales, invoicing, and accounts receivable in both systems.

Dynamics GP Fields

CUSTNMBR CUSTNAME CUSTCLAS ADRSCODE ADDRESS1 EMAIL PHONE1 CUSTTYPE

Sage Intacct Fields

CUSTOMERID CUSTOMERNAME STATUS PRIMARYCONTACT BILLTO.CONTACTNAME SHIPTO.CONTACTNAME TERMS ARACCOUNT LOCATIONID CLASSID CUSTOMERTYPE

Mapping Notes

GP `CUSTNMBR` maps to Intacct `CUSTOMERID`. `CUSTCLAS` (GP) can map to `CUSTOMERTYPE` (Intacct) or a custom dimension. Addresses (Bill-To, Ship-To) require careful multi-field mapping. `STATUS` (Active/Inactive) should be consistent.

Next Steps

See Dynamics GP + Sage Intacct integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

E-commerce Order-to-Cash Automation

Automate the entire order-to-cash cycle, from online sales orders originating from an e-commerce platform (integrated with Dynamics GP) to sales invoices and cash receipts in Sage Intacct. This ensures rapid order processing, accurate revenue recognition, and real-time inventory synchronization.

Integration Steps:

  1. 0 New sales order placed on e-commerce platform.
  2. 1 Order flows into Dynamics GP (creating Sales Order, updating Inventory).
  3. 2 iPaaS detects new GP Sales Order, extracts relevant data (Customer, Item, Order details).
  4. 3 Data is transformed and validated for Sage Intacct's schema.
  5. 4 Sales Invoice is created in Sage Intacct, linking to Customer and Item records.
  6. 5 Payment details from GP are synchronized to create Cash Receipts in Intacct, reconciling deposits.

Business Outcome

Faster order fulfillment, accurate revenue recognition, reduced manual effort in invoicing and cash application, improved customer experience.

Frequency

Real-time / Near real-time

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Real-time Financial Visibility
Synchronize GL transactions, invoices, and payments instantly between Dynamics GP and Sage Intacct for a unified, up-to-date view of your financial health.
Accelerated Financial Close
Automate reconciliation processes, journal entries, and intercompany eliminations to significantly reduce your monthly, quarterly, and annual close cycles.
Streamlined Order-to-Cash
Automate the entire lifecycle from eCommerce orders in GP to sales invoices and cash receipts in Intacct, ensuring rapid order processing and accurate revenue recognition.
Optimized Procure-to-Pay
Automate the flow from purchase order creation in GP to vendor bill processing in Intacct, leveraging AI for intelligent three-way matching and approval routing.
Enhanced Data Accuracy & Integrity
Establish a single source of truth for Customer, Vendor, and Item master data, eliminating duplication and ensuring consistency across all integrated systems with AI-driven validation.
Reduced Operational Costs
Eliminate manual data entry, reconciliation efforts, and error correction, freeing up valuable finance and operations resources for strategic tasks.
Scalable & Future-Proof Architecture
Our flexible iPaaS adapts to your business growth, supporting new integrations and evolving workflows without requiring extensive re-coding, ensuring long-term value.
✨

Real-time Financial Visibility

30% Faster Reporting

📋 What You Get

Synchronize GL transactions, invoices, and payments instantly between Dynamics GP and Sage Intacct for a unified, up-to-date view of your financial health.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Reporting, enabling your team to focus on high-value strategic initiatives.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST /Dynamics/GPService/SOPService.svc Create, update, or retrieve Sales Order Processing (SOP) documents like Sales Orders, Invoices, and Returns.
POST /Dynamics/GPService/CustomerService.svc Manage customer master records, including creation, updates, and querying customer details.
POST /Dynamics/GPService/InventoryService.svc Access and modify inventory item master data, quantities, and pricing.
POST /Dynamics/GPService/VendorService.svc Create, update, and retrieve vendor master records for accounts payable.
POST /Dynamics/GPService/POPService.svc Manage Purchase Order Processing (POP) documents, including purchase orders and receipts.
POST /Dynamics/GPService/GLService.svc Post general ledger transactions and retrieve account balances.

⚡ Transformation Logic

  • Data Cleansing & Standardization: Automatically clean and standardize data formats (e.g., dates, addresses, currency codes) to meet target system requirements.
  • Dimension Derivation: Intelligent rules to derive Sage Intacct dimensions (Location, Department, Class, Project) from Dynamics GP data attributes or external system contexts.
  • GL Account Mapping: Complex logic to map Dynamics GP account segments or sub-ledger postings to the appropriate Sage Intacct GL accounts.
  • Value Lookups: Dynamically look up and translate values (e.g., GP Item Class to Intacct Item Type) using master data stored or cached within the iPaaS.
  • Conditional Logic: Apply transformations only when specific conditions are met (e.g., apply a discount if customer is 'Premium').

🛡️ Error Handling

  • API rate limit breaches (handled by automatic throttling and retries).
  • Data validation failures (flagged for review, routed to dead-letter queue).
  • Network connectivity issues (handled by retries with exponential backoff).
  • System unavailability (asynchronous processing and retries).
  • Duplicate record creation attempts (prevented by idempotency and deduplication logic).
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

No FAQs available for this integration pair.
Pricing

Simple, transparent pricing for Dynamics GP + Sage Intacct.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Dynamics GP + Sage Intacct integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo