--- title: "Sage Intacct + HubSpot Integration, Managed | APIWORX" url: https://apiworx.com/integrations/sage-intacct-hubspot description: "Turn closed-won HubSpot deals into Sage Intacct sales orders and send invoice and payment status back to HubSpot. Built, monitored and maintained by APIWORX." lang: en --- Commerce operations automation · Connect · Automate · Orchestrate · Flat-fee pricing Sage Intacct + HubSpot # Sage Intacct and HubSpot integration Closed-won HubSpot deals become Sage Intacct sales orders with the right customer, items and dimensions, and invoice and payment status flows back to HubSpot so sales sees what finance sees. Get your Sage Intacct + HubSpot blueprint: https://apiworx.com/blueprint?system_a=Sage+Intacct&system_b=HubSpot#blueprint Data flow ## What moves, and when | Flow | Direction | Trigger | Frequency | | --- | --- | --- | --- | | Companies and contacts → Intacct customers | HubSpot → Intacct | Deal closed-won or company updated | On event, with duplicate prevention | | Deals and line items → sales orders | HubSpot → Intacct | Deal moves to closed-won | On event | | Items and price lists → HubSpot products | Intacct → HubSpot | Item or price change | Scheduled | | Invoice and payment status | Intacct → HubSpot | Invoice posted or payment applied | Scheduled | Edge cases ## Edge cases we handle ### Dimension mapping Deal properties such as region, product line or owner are mapped to Intacct location, department and class so revenue reports correctly from day one. ### Multi-entity Deals are routed to the right Intacct entity based on rules you set, for example by HubSpot pipeline, business unit or billing country. ### Line items that don't match Intacct items When a HubSpot line item has no matching Intacct item, the order is held and flagged to us rather than posted with a wrong item. We fix the mapping and release it. ### Partial payments Partial and split payments are reflected in HubSpot as amounts paid and outstanding, not just a paid/unpaid flag. Managed service ## How it's managed - **We build it** around your process, not a template. - **We monitor every flow**, and we usually see a failure before you do. - **We fix errors.** You don't work an error queue. - **We absorb change**: retailer EDI spec updates, marketplace and ecommerce API changes, ERP upgrades. - **One setup fee plus one annual managed fee.** No surprise hours bills. Proof ## Who's behind it Image: APIWORX is a Sage Tech Partner (https://apiworx.com/__l5e/assets-v1/d64572ef-2d73-42ae-a828-22502f8f836c/sage-tech-partner.png) ### Sage Intacct customer stories #### Selkirk Sport Sage Intacct · Amazon · Shopify · Zoey B2B Integrated Amazon Seller Central, Shopify, and Zoey B2B wholesale portal simultaneously into Sage Intacct as a unified multi-channel ERP backbone Read customer story https://apiworx.com/case-studies/selkirk-sport-multi-channel-sage-intacct #### Catholic Answers Sage Intacct · BigCommerce Built a BigCommerce-to-Sage Intacct integration covering order, donation, and customer record synchronization Read customer story https://apiworx.com/case-studies/catholic-answers-bigcommerce-sage-intacct #### Union Shopify · Sage Intacct Integrated Shopify with Sage Intacct to automate end-to-end order-to-cash data synchronization Read customer story https://apiworx.com/case-studies/union-shopify-sage-intacct ## Frequently asked questions ### Which HubSpot objects sync with Sage Intacct? Companies, contacts, deals and deal line items flow to Intacct; items, price lists, invoice status and payment status flow back to HubSpot. ### How do you stop duplicate customers in Intacct? Before creating a customer we match on identifiers you choose, such as HubSpot company ID, domain or an existing Intacct customer ID, and update the existing record when there's a match. ### Will sales reps see invoice and payment status in HubSpot? Yes. Invoice and payment status, including partial payments, are written back to the deal or company so reps don't need Intacct access. ### What happens when a sync fails? We monitor every flow, see the failure, fix it and re-run it. You don't work an error queue. ## Get your Sage Intacct + HubSpot blueprint Tell us your systems and workflows. You get a recommended approach, scope and next steps. ## Keep exploring Sage Intacct integrations hub Every Sage Intacct integration we build and manage. https://apiworx.com/integrations/sage-intacct Sage Intacct + EDI 850 to sales order; 855, 856, 810, 846 and 820 handled per retailer spec. https://apiworx.com/integrations/sage-intacct-edi Sage Intacct + Shopify: https://apiworx.com/flows/sage-intacct-shopify Sage Intacct + Shopify Plus: https://apiworx.com/flows/sage-intacct-shopify-plus Sage Intacct API limits and throttling How Intacct performance tiers and overage billing affect high-volume syncs. https://apiworx.com/sage-intacct-api-limits-high-volume-operators Sage Intacct REST API integration: https://apiworx.com/flows/sage-intacct-rest-api ## Structured data ```json [ { "@context": "https://schema.org", "@graph": [ { "@type": "Organization", "@id": "https://apiworx.com/#organization", "name": "APIWORX", "alternateName": [ "APIWorks", "Apiworx" ], "url": "https://apiworx.com/", "logo": { "@type": "ImageObject", "@id": "https://apiworx.com/#logo", "url": "https://apiworx.com/og-image.png", "caption": "APIWORX" }, "image": { "@id": "https://apiworx.com/#logo" }, "description": "APIWORX is a commerce operations automation platform that connects ERP, ecommerce, marketplaces, EDI, fulfillment, suppliers, and financial systems and automates the workflows running between them.", "foundingDate": "2018", "sameAs": [ "https://www.linkedin.com/company/apiworx", "https://x.com/apiworx", "https://www.facebook.com/apiworx", "https://www.instagram.com/apiworx" ], "address": [ { "@type": "PostalAddress", "streetAddress": "1401 Lavaca Street Suite 241", "addressLocality": "Austin", "addressRegion": "TX", "postalCode": "78701", "addressCountry": "US" }, { "@type": "PostalAddress", "addressLocality": "Chennai", "addressCountry": "IN" }, { "@type": "PostalAddress", "addressLocality": "Manila", "addressCountry": "PH" }, { "@type": "PostalAddress", "addressLocality": "Buenos Aires", "addressCountry": "AR" } ] }, { "@type": "WebSite", "@id": "https://apiworx.com/#website", "name": "APIWORX", "alternateName": [ "APIWorks", "Apiworx" ], "url": "https://apiworx.com/", "inLanguage": "en-US", "description": "APIWORX is a commerce operations automation platform: it connects ERP, ecommerce, marketplaces, EDI, fulfillment, suppliers, and finance, and automates the business processes running between them.", "publisher": { "@id": "https://apiworx.com/#organization" }, "potentialAction": { "@type": "SearchAction", "target": { "@type": "EntryPoint", "urlTemplate": "https://apiworx.com/connectors?q={search_term_string}" }, "query-input": "required name=search_term_string" } }, { "@type": "SoftwareApplication", "@id": "https://apiworx.com/#software", "name": "APIWORX", "operatingSystem": "Web", "applicationCategory": "BusinessApplication", "description": "Commerce operations automation platform — prebuilt connectivity across ERP, ecommerce, marketplaces, EDI, and fulfillment, with proven commerce workflows operated by an expert team. 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