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Integrate Sage Intacct with Heartland: Unlock Real-time Financial Automation

Seamlessly connect your ERP and payment processing for automated reconciliation, faster financial close, and enhanced operational efficiency.

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The Challenge

The Challenge: Manual Financial Reconciliation Between Disparate Systems

Businesses often struggle with fragmented financial data when managing payment processing, POS operations, and payroll through Heartland, while financial reporting and accounting reside in Sage Intacct. This disconnect leads to significant operational inefficiencies and financial risks.

  • Manual data entry of Heartland sales and payments into Sage Intacct.
  • Delayed or inaccurate financial reporting due to batch processing or human error.
  • Difficulty reconciling daily sales, payment transactions, and refunds.
  • Lack of real-time visibility into cash flow and financial performance.
  • Compliance risks from handling sensitive payment data across multiple systems.
  • Time-consuming payroll data entry and reconciliation.
  • Inefficient exception handling for fraud or failed transactions.
Integration Diagram
Solution Illustration
The Solution

The Solution: Seamless Sage Intacct Heartland Integration with iPaaS

Our intelligent iPaaS provides a unified platform to connect Sage Intacct and Heartland, automating critical financial and operational workflows. Experience real-time data synchronization, eliminate manual processes, and gain accurate, up-to-the-minute financial insights.

  • Real-time payment transaction synchronization.
  • Automated POS sales and daily settlement reconciliation.
  • Streamlined payroll journal entry creation.
  • AI-augmented fraud detection and exception handling.
  • Bi-directional customer and order data sync.
Implementation Timeline

Go live with Sage Intacct + Heartland 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 Sage Intacct and Heartland, 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 Sage Intacct + Heartland deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Real-time payment transaction synchronization.
  • Automated POS sales and daily settlement reconciliation.
  • Streamlined payroll journal entry creation.
  • AI-augmented fraud detection and exception handling.
  • Bi-directional customer and order data sync.
  • Secure and PCI DSS compliant data handling.
  • Low-code/no-code workflow customization.

Deep Dive: Sage Intacct & Heartland Integration Architecture

Our integration solution is built on a modern iPaaS, providing a robust, scalable, and secure framework for connecting Sage Intacct and Heartland. It prioritizes real-time data flow, intelligent automation, and comprehensive error management.

Data Flow Steps

**Secure Connection:** Establish authenticated connections to both Sage Intacct and Heartland using OAuth 2.0 and API keys, ensuring encrypted data transfer (TLS 1.2+).

**Event Listener/Polling:** Configure iPaaS to listen for Heartland webhooks (e.g., new payment, refund) or perform scheduled polls for batch data (e.g., daily POS sales, payroll records).

**Data Extraction:** Extract raw data from Heartland APIs (e.g., `/v1/payments/transactions`, `/v1/pos/sales`).

**Canonicalization & Transformation:** Transform Heartland's data schema into a canonical format. Apply business rules, data enrichment (e.g., adding Sage Intacct dimensions), and validation.

**Sage Intacct API Call:** Construct API requests to Sage Intacct (e.g., `/read/json/glbatch`, `/read/json/arstatement`) with the transformed data.

**Response Handling:** Process Sage Intacct's API responses, including success confirmations or error messages.

**Error Management:** Implement automated retries with exponential backoff for transient errors, dead-letter queues for persistent failures, and configurable alerts.

**Monitoring & Logging:** Record all integration activities, data flows, and errors in a centralized logging system for auditability and troubleshooting.

Data Touchpoints

Heartland: Payment Transactions, Customers, Orders, Products/SKUs, Settlement Batches, Employees, Payroll Records, Refunds, Terminals/Locations.
Sage Intacct: Journal Entries, Sales Invoices, Customers, General Ledger Accounts, Dimensions (Location, Department, Project), Vendors.

"Heartland (Payment/POS/Payroll) --(Webhooks/API)--> iPaaS (Connectors, Transformations, AI) --(API)--> Sage Intacct (ERP/Accounting). Data flows primarily from Heartland to Sage Intacct for financial reconciliation, with some bi-directional sync for customer data."

Pricing

Simple, transparent pricing for Sage Intacct + Heartland.

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 Sage Intacct

Integrating Sage Intacct 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

Core Entities & Intelligent Data Mapping

Our iPaaS provides granular control over entity mapping, ensuring accurate and consistent data flow between Heartland and Sage Intacct. Leverage AI to simplify complex transformations and maintain data integrity.

Payment Transaction

Details of individual sales, authorizations, captures, and refunds.

Sage Intacct Fields

JOURNALENTRY# TRANSACTIONDATE GLACCOUNT# AMOUNT CURRENCY MEMO CUSTOMERID LOCATIONID DEPARTMENTID

Heartland Fields

transactionId amount currency transactionType status cardType last4 entryMethod timestamp orderId customerId

Mapping Notes

Heartland's `transactionId` typically maps to a reference field in Sage Intacct's `MEMO` or a custom transaction field. `amount` maps directly. `transactionType` dictates the target `GLACCOUNT#` and debit/credit logic. Dimensions like `LOCATIONID` can be derived from Heartland's terminal or merchant ID.

Next Steps

See Sage Intacct + Heartland 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.

Heartland POS Sale to Sage Intacct Reconciliation

Automate the flow of daily sales data from Heartland POS terminals into Sage Intacct, ensuring accurate financial reconciliation of revenue, taxes, and payment methods.

Integration Steps:

  1. 0 Customer completes purchase at Heartland POS.
  2. 1 Heartland POS generates a sales transaction record.
  3. 2 iPaaS captures the sales event (real-time) or aggregates daily sales (scheduled).
  4. 3 Sales data (e.g., total sales, taxes, discounts, payment type) is extracted and transformed.
  5. 4 iPaaS creates a consolidated Journal Entry or Sales Invoice in Sage Intacct, posting to relevant GL accounts (Sales Revenue, Sales Tax Payable, Cash/AR).
  6. 5 Daily settlement batches from Heartland are posted as separate Journal Entries, debiting the bank account and crediting a clearing account.

Business Outcome

Eliminates manual daily sales reconciliation, provides real-time revenue insights, and accelerates financial close. Reduces errors and ensures compliance.

Frequency

Real-time for individual transactions; Daily for consolidated sales and settlement batches.

Business Value

Key Integration Benefits

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

Automated Financial Reconciliation
Automatically post Heartland POS sales, payment transactions, and daily settlements directly into Sage Intacct, eliminating manual data entry and reconciliation efforts.
Real-time Financial Visibility
Gain immediate access to accurate sales, payment, and payroll data within Sage Intacct, enabling faster, more informed financial decision-making.
Enhanced Data Accuracy & Compliance
Minimize human error through automation and ensure all financial data meets Sage Intacct's strict validation rules, maintaining PCI DSS compliance for payment data.
Streamlined Payroll Processing
Automatically sync payroll records from Heartland Payroll to Sage Intacct's General Ledger, simplifying financial close and ensuring accurate expense allocation.
Proactive Fraud Detection
Leverage AI-augmented monitoring of Heartland transaction data to identify and flag anomalous activities, reducing fraud risk and financial losses.
Operational Efficiency & Cost Savings
Free up valuable finance and operations staff from repetitive data entry, allowing them to focus on strategic initiatives and driving business growth.
Scalability for Growth
Our robust iPaaS scales with your business, effortlessly handling increasing transaction volumes and new sales channels without compromising performance or data integrity.
✨

Automated Financial Reconciliation

90% Reduction in manual reconciliation time

📋 What You Get

Automatically post Heartland POS sales, payment transactions, and daily settlements directly into Sage Intacct, eliminating manual data entry and reconciliation efforts.

💼 Business Impact

This benefit directly contributes to 90% improvement in Reduction in manual reconciliation time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Sage Intacct + Heartland 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 Sage Intacct and Heartland, 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 Sage Intacct + Heartland deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST /read/json/glbatch Create Journal Entries for sales, settlements, payroll, and refunds. Supports batch creation for efficiency.
POST/GET/PUT /read/json/customer Create, retrieve, or update customer records for AR and CRM synchronization.
POST /read/json/arstatement Create Sales Invoices for order-to-cash workflows, directly linking to customer accounts.
GET /read/json/glaccount Retrieve GL Account details for dynamic mapping validation and configuration.
GET /read/json/dimensions Access custom dimensions (e.g., location, department) for accurate financial tagging.

⚡ Transformation Logic

  • **GL Account Derivation:** Dynamically assign Sage Intacct GL accounts based on Heartland transaction types, payment methods, or merchant IDs.
  • **Dimensional Tagging:** Automatically apply Sage Intacct dimensions (e.g., Location, Department, Project) to financial transactions based on Heartland POS terminal data or customer attributes.
  • **Transaction Aggregation:** Aggregate multiple line items from a single Heartland POS sale into a summary entry for Sage Intacct's Journal Entry or Sales Invoice.
  • **Date Formatting:** Standardize date and time formats to match Sage Intacct's requirements.
  • **Currency Conversion:** Automatically convert transaction amounts to Sage Intacct's base currency if multi-currency transactions are present.

🛡️ Error Handling

  • Sage Intacct API returning validation errors for incorrect GL accounts (iPaaS alerts and provides details).
  • Heartland API being temporarily unavailable (iPaaS retries with backoff).
  • Data format inconsistencies between systems (iPaaS transformations handle this).
  • Network interruptions leading to failed data transfers (iPaaS ensures eventual consistency).
Pricing

Simple, transparent pricing for Sage Intacct + Heartland.

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
Support & Information

Frequently Asked Questions

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

General Integration FAQs

▸ What kind of systems can Heartland integrate with?
Heartland can integrate with a wide range of business systems including eCommerce platforms (Shopify, BigCommerce), CRM systems (Salesforce, HubSpot), ERPs (NetSuite, SAP Business One, and of course, Sage Intacct), accounting software (QuickBooks, Xero), HRIS platforms, inventory management systems, and custom applications, primarily through its robust APIs and event-driven architecture facilitated by an iPaaS.

iPaaS Benefits FAQs

▸ How does iPaaS improve Heartland's payment processing integration with Sage Intacct?
iPaaS enhances Heartland's payment processing integration with Sage Intacct by providing real-time data synchronization, automated transaction routing, centralized error handling, and robust data mapping capabilities. This ensures secure, compliant, and accurate flow of payment data from Heartland to Sage Intacct's general ledger and other financial modules, significantly reducing manual reconciliation and improving financial reporting speed.
▸ What are the benefits of reusable integration components for Heartland and Sage Intacct?
Reusable integration components (e.g., pre-built connectors, standardized data mappings, common business rules) reduce development time, ensure consistency across integrations, and simplify maintenance. They act as building blocks, allowing you to quickly deploy new Heartland-to-Sage Intacct integrations or modify existing ones with greater efficiency and reliability, such as adding new store locations or payment types.

Specific Use Cases FAQs

▸ Can I automate my Heartland POS sales updates with Sage Intacct?
Yes, absolutely. Using an iPaaS, you can create real-time or near real-time automation workflows to synchronize daily sales data from your Heartland POS system directly into Sage Intacct. This ensures that sales revenue, taxes, and payment methods are accurately posted to your general ledger, streamlining daily reconciliation and providing up-to-the-minute financial insights.

AI Features FAQs

▸ What is AI-augmented integration for Heartland and Sage Intacct?
AI-augmented integration involves embedding artificial intelligence capabilities into your iPaaS workflows. For Heartland and Sage Intacct, this includes AI for automated transaction validation, anomaly detection for potential fraud in Heartland data, intelligent data mapping suggestions for Sage Intacct GL accounts, and autonomous handling of common exceptions, significantly reducing manual oversight and improving data quality and security.

Security & Compliance FAQs

▸ Are Heartland and Sage Intacct integrations PCI DSS compliant?
Maintaining PCI DSS compliance is paramount for any system handling payment data. While Heartland itself is compliant, your integration strategy must also adhere to these standards. Our iPaaS solution supports tokenization of card data, secure data encryption (TLS 1.2+), and audited access controls, ensuring end-to-end compliance for all integrated workflows between Heartland and Sage Intacct.

Low-Code/No-Code FAQs

▸ How do low-code/no-code tools help with Sage Intacct Heartland integrations?
Low-code/no-code tools empower business users and citizen integrators to build, modify, and manage Heartland and Sage Intacct integration workflows visually, without extensive coding. This accelerates development cycles, reduces reliance on IT, and allows business teams to quickly adapt integrations to evolving needs, such as adding new sales channels, payment methods, or accounting dimensions.

Error Handling FAQs

▸ How do I handle errors and failed transactions in Heartland to Sage Intacct integrations?
A robust integration strategy utilizes iPaaS capabilities for comprehensive error handling. This includes automated retries with exponential backoff for transient errors, dead-letter queues for messages that cannot be processed, configurable alerts for critical failures, and centralized logging for auditing and troubleshooting. AI can further assist by suggesting resolutions for recurring error patterns, ensuring data eventual consistency in Sage Intacct.
Next Steps

See Sage Intacct + Heartland 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
Implementation Timeline

Go live with Sage Intacct + Heartland 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 Sage Intacct and Heartland, 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 Sage Intacct + Heartland deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Pricing

Simple, transparent pricing for Sage Intacct + Heartland.

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
Next Steps

See Sage Intacct + Heartland 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