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Connect™

Seamless Sage Intacct & Quotewerks Integration

Automate Your Quote-to-Cash, Eliminate Manual Errors, and Accelerate Revenue

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The Challenge

The Disconnect Between Sales & Finance

Without a robust integration, businesses often face significant challenges when managing the handoff from sales quoting to financial accounting.

  • Manual re-entry of approved quotes into Sage Intacct as sales orders or invoices.
  • Discrepancies between sales quotes and financial records.
  • Delayed revenue recognition due to slow processing of quotes.
  • Lack of real-time visibility into sales pipeline's financial impact.
  • Increased risk of human error in data transcription.
  • Inefficient use of sales and accounting team's time.
Integration Diagram
Solution Illustration
The Solution

The Intelligent Integration for Sage Intacct & Quotewerks

Our powerful iPaaS solution provides a seamless, automated bridge between Quotewerks and Sage Intacct, transforming your quote-to-cash cycle. By automating data flow, we ensure accuracy, accelerate processing, and empower your teams with real-time financial visibility.

  • Automated Quote-to-Sales Order/Invoice Creation
  • Bi-directional Customer & Item Master Data Synchronization
  • Advanced Data Mapping & Transformation Engine
  • Real-time Event-Driven Triggers (e.g., Quote Approval)
  • Comprehensive Error Handling & Alerting
Implementation Timeline

Go live with Sage Intacct + Quotewerks 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 Quotewerks, 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 + Quotewerks deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Automated Quote-to-Sales Order/Invoice Creation
  • Bi-directional Customer & Item Master Data Synchronization
  • Advanced Data Mapping & Transformation Engine
  • Real-time Event-Driven Triggers (e.g., Quote Approval)
  • Comprehensive Error Handling & Alerting
  • Scalable & Secure Cloud-Native Platform

Deep Dive: Sage Intacct & Quotewerks Integration Architecture

Our integration solution is built on a modern iPaaS, providing a robust, scalable, and secure framework for connecting Sage Intacct and Quotewerks. It leverages native APIs, webhooks, and advanced data transformation capabilities to ensure seamless data flow.

Data Flow Steps

**System Connection:** Secure OAuth2.0/API key authentication establishes connections to Sage Intacct and Quotewerks.

**Event Listener/Polling:** The iPaaS either listens for Quotewerks webhooks (e.g., 'Quote Status Changed') or periodically polls for updated quotes.

**Data Extraction:** Relevant quote data (customer, line items, totals, custom fields) is extracted from Quotewerks.

**Master Data Lookup/Sync:** Existing customer and item records are looked up in Sage Intacct. If not found (and configured), new records are created or updated.

**Data Transformation & Enrichment:** Quotewerks data is transformed to align with Sage Intacct's data model, including mapping to dimensions, GL accounts, and custom fields. Data can be enriched (e.g., calculate sales tax using Intacct's tax engine).

**Transaction Creation:** A Sales Order or Sales Invoice is created in Sage Intacct via its REST API, populated with the transformed quote data.

**Error Handling & Logging:** Any errors during the process are logged, and alerts are triggered. Failed transactions are retried or flagged for manual review.

**Status Update (Optional):** The Sage Intacct Sales Order ID and updated status can be pushed back to Quotewerks for complete traceability.

Data Touchpoints

Quotewerks: Quotes, Customers, Products, Sales Reps.
Sage Intacct: Customers, Items, Sales Orders, Sales Invoices, General Ledger, Dimensions, Projects.

"Quotewerks (Quote Approved) -> Webhook/Polling -> iPaaS (Extract & Transform Quote Data) -> iPaaS (Lookup/Sync Customer & Item Master Data with Sage Intacct) -> iPaaS (Create Sales Order/Invoice in Sage Intacct) -> Sage Intacct (New Sales Order/Invoice) -> (Optional) iPaaS (Update Quote Status in Quotewerks)"

Pricing

Simple, transparent pricing for Sage Intacct + Quotewerks.

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

Key Entities & Field-Level Mapping Details

A deep dive into the core data entities synchronized between Sage Intacct and Quotewerks, including crucial field mappings, transformation logic, and how AI assists in ensuring accuracy.

Customer (Quotewerks -> Sage Intacct)

Ensures that customer details from Quotewerks are accurately reflected in Sage Intacct for invoicing and financial reporting.

Sage Intacct Fields

CUSTOMERID (PK) CUSTOMERNAME BILLTO.ADDRESS1 BILLTO.CITY BILLTO.STATE BILLTO.ZIP PRIMARYCONTACT.EMAIL PRIMARYCONTACT.PHONE TERMSID SALESREP.EMPLOYEEID DEFAULT_GL_ACCOUNT

Quotewerks Fields

CompanyID (PK) CompanyName Address1 City State Zip Email Phone PaymentTerms SalesPerson

Mapping Notes

Quotewerks `CompanyName` maps to Intacct `CUSTOMERNAME`. `PaymentTerms` maps to `TERMSID`. AI helps map various address fields and suggests defaults for mandatory Intacct fields like `DEFAULT_GL_ACCOUNT` based on customer type.

Next Steps

See Sage Intacct + Quotewerks 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.

Automated Quote-to-Sales Order Processing

A customer accepts a quote in Quotewerks. Upon status change to 'Approved', the integration automatically creates a corresponding Sales Order in Sage Intacct, complete with customer details, line items, and pricing.

Integration Steps:

  1. 0 Sales Rep marks quote as 'Approved' in Quotewerks.
  2. 1 Quotewerks webhook triggers integration workflow.
  3. 2 Integration extracts quote data and transforms it.
  4. 3 Sales Order is automatically created in Sage Intacct.
  5. 4 Sales Order ID is optionally updated back to Quotewerks.

Business Outcome

Reduced order processing time, eliminated manual data entry, faster revenue recognition.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerated Quote-to-Cash Cycle
Automate the conversion of approved quotes to sales orders/invoices, drastically reducing processing time from days to minutes.
Eliminate Manual Data Entry & Errors
Seamless data flow between Quotewerks and Sage Intacct removes the need for manual re-entry, minimizing human error and ensuring data accuracy.
Real-time Financial Visibility
Gain immediate insights into sales performance, revenue forecasts, and outstanding receivables directly within Sage Intacct.
Boost Sales & Finance Productivity
Free up valuable time for sales reps to sell and finance teams to focus on strategic analysis, rather than reconciliation.
Consistent Master Data
Ensure customer and item information is always up-to-date and consistent across both Quotewerks and Sage Intacct.
Enhanced Compliance & Auditability
Maintain a clear audit trail of all transactions and data movements, supporting financial compliance and reporting.
✨

Accelerated Quote-to-Cash Cycle

70% Faster Processing

📋 What You Get

Automate the conversion of approved quotes to sales orders/invoices, drastically reducing processing time from days to minutes.

💼 Business Impact

This benefit directly contributes to 70% improvement in Faster Processing, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Sage Intacct + Quotewerks 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 Quotewerks, 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 + Quotewerks 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

⚡ Transformation Logic

  • **Date Formatting:** `YYYY-MM-DD` from Quotewerks to `MM/DD/YYYY` for Intacct.
  • **Discount Handling:** If Quotewerks provides a line-item discount percentage, calculate the discount amount for Intacct. If a total discount, apply to header or distribute proportionally.
  • **Dimension Mapping:** Map Quotewerks custom fields (e.g., 'Project Code') to specific Sage Intacct dimensions (e.g., 'Project ID'). Use lookup tables for complex mappings.
  • **GL Account Assignment:** Dynamically assign GL accounts based on item type, customer type, or other business rules.
  • **Currency Conversion:** If multi-currency is enabled, convert Quotewerks currency to Sage Intacct's base currency using defined exchange rates.
  • **Address Standardization:** Cleanse and format address data to match Intacct's expectations.

🛡️ Error Handling

  • **Validation Error:** Sage Intacct rejects a Sales Order due to a missing required dimension or invalid GL account.
  • **API Rate Limit:** Too many requests to Sage Intacct's API in a short period.
  • **Authentication Failure:** Expired API keys or revoked user permissions.
  • **Data Mismatch:** A product ID in Quotewerks does not correspond to an active item in Sage Intacct.
  • **Network Timeout:** Temporary connectivity issues preventing API calls.
Pricing

Simple, transparent pricing for Sage Intacct + Quotewerks.

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.

Data & Entities FAQs

▸ What data entities are synchronized between Sage Intacct and Quotewerks?
The primary entities synchronized include Customers, Products/Items, and Quotes (which become Sales Orders or Invoices in Sage Intacct). Custom fields and Sage Intacct dimensions can also be mapped.

Customization FAQs

▸ How does the integration handle custom fields in both systems?
Our iPaaS provides flexible mapping capabilities for custom fields. You can map Quotewerks custom fields to Sage Intacct custom fields or specific dimensions, ensuring all relevant business data is transferred.

Synchronization FAQs

▸ Is the integration real-time or batch-based?
It supports both. For critical transactional data like approved quotes, it can be real-time using Quotewerks webhooks. For master data synchronization (e.g., product updates), it can be near real-time (polling every few minutes) or scheduled batch updates (hourly/daily).

Error Handling FAQs

▸ What happens if there's an error during data synchronization?
The iPaaS has robust error handling. It logs all errors, attempts automatic retries for transient issues, and sends configurable alerts (email, SMS) for critical failures, allowing for quick resolution and manual intervention if needed. Failed transactions are queued for reprocessing.

Features FAQs

▸ Can this integration support multi-currency transactions?
Yes, the integration can be configured to handle multi-currency quotes from Quotewerks and convert them to your base currency in Sage Intacct, or process them in the respective transaction currency, aligning with your Sage Intacct setup.

Implementation FAQs

▸ Do I need technical expertise to set up and manage this integration?
Our solution leverages a low-code/no-code iPaaS, making it accessible for business users and analysts. While some understanding of your business processes is helpful, you don't need to be a developer to configure and manage the integration workflows.

Security FAQs

▸ How is data security ensured during the integration process?
We employ enterprise-grade security measures, including data encryption in transit (TLS 1.2+) and at rest (AES-256), secure credential management, role-based access control, and comprehensive audit trails, ensuring your data is always protected and compliant with industry standards.
Next Steps

See Sage Intacct + Quotewerks 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 + Quotewerks 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 Quotewerks, 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 + Quotewerks 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 + Quotewerks.

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 + Quotewerks 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