Youth Sport Trust automates charitable funds with Sage Intacct and Salesforce integration

Youth Sport Trust, described as "a leading charity promoting the life-changing benefits of physical activity and sport for young people," needed seamless connectivity between Salesforce CRM and Sage Intacct accounting systems. The organisation faced challenges managing orders, invoices, payments, and customer data across multiple platforms through manual processes that were inefficient and error-prone.

Challenge

Youth Sport Trust required automated integration between Salesforce and Sage Intacct to address operational inefficiencies caused by manual data handling.

Solution

Zynk implemented tailored automation including:

• Automatic synchronisation of Salesforce products to Sage Intacct
• Conversion of Salesforce orders into Sage Intacct customer records and invoices with reciprocal account/invoice number updates
• Linking accounts receivable journal entries between systems for reconciliation
• Automated payment transfer from Sage Intacct to Salesforce as receipts
• Syncing accounts receivable adjustments as Salesforce receipts

Results

Benefits included time savings through eliminated manual data entry, improved accuracy via consistent synchronisation, enhanced visibility with real-time financial data, seamless reconciliation capabilities, and scalability for managing higher transaction volumes.