Sage Intacct and ConnectWise integration + automation

Sage Intacct and ConnectWise integrations couldn’t be easier with the Tray Platform’s robust Sage Intacct and ConnectWise connectors, which can connect to any service without the need for separate integration tools.

Sage Intacct and ConnectWise Connector Details

SageIntacct logo

Sage Intacct

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Create accountCreate account groupCreate billCreate budgetCreate budget detailCreate contactCreate expense reportCreate journal entryCreate order entry transactionCreate reporting periodCreate statistical accountCreate statistical journal entryand 59 more...
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ConnectWise logo


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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
List company types names DDLList contact departments DDLList contact relationships DDLList contact types DDLList contacts DDLList countries DDLList currencies DDLList custom fields DDLList invoice delivery methods DDLCreate companyCreate company typeCreate company type associationand 8 more...
View documentation gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly is the leader in low-code automation

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