Youth Sport Trust Automate Charitable Funds with Sage Intacct and Salesforce Integration

Introduction

Youth Sport Trust, a leading charity promoting the life-changing benefits of physical activity and sport for young people, required a seamless connection between their Salesforce CRM and Sage Intacct accounting system. Their operations involved managing orders, invoices, payments, and customer data across multiple systems. Manual data handling was time-consuming, error-prone, and inefficient, limiting their ability to focus on their mission.

To address these challenges, Youth Sport Trust partnered with Zynk to implement a robust, automated integration between Salesforce and Sage Intacct, enabling seamless data synchronisation and streamlining their financial and operational processes.

Zynk delivered a tailored integration solution, automating key workflows and ensuring the smooth transfer of data between Salesforce and Sage Intacct:

• Salesforce Products to Sage Intacct: Products created or updated in Salesforce were automatically synced to Sage Intacct, ensuring consistent product data across systems.
• Salesforce Orders to Sage Intacct Customers & Invoices: Orders placed in Salesforce were seamlessly converted into customer records and invoices in Sage Intacct. Once the process was complete, Salesforce was updated with the corresponding account and invoice numbers for better visibility.
• Accounts Receivable Journal Reference: Sage Intacct accounts receivable journal entries were linked back to Salesforce orders, setting the invoice transaction reference for easy reconciliation.
• Receipts Sync: Payments received in Sage Intacct were automatically transferred to Salesforce as receipts, ensuring accurate and real-time payment records.
• Adjustments Integration: Accounts receivable adjustments recorded in Sage Intacct were synced to Salesforce as receipts, providing a comprehensive view of adjustments directly within Salesforce.

The integration delivered by Zynk provided Youth Sport Trust with several transformative benefits:

• Time Savings: Automating the transfer of orders, invoices, and payments eliminated manual data entry, freeing up resources to focus on strategic initiatives.
• Improved Accuracy: Consistent data synchronisation between Salesforce and Sage Intacct reduced errors and ensured reliable financial records.
• Enhanced Visibility: Updates such as invoice transaction references and receipt data in Salesforce gave the team a real-time, unified view of their financial and operational data.
• Seamless Reconciliation: Linking Sage Intacct accounts receivable journal references and adjustments to Salesforce orders improved financial tracking and reconciliation processes.
• Scalability: The automated workflows established by Zynk allowed Youth Sport Trust to manage higher volumes of transactions with ease, supporting their continued growth and impact.

By partnering with Zynk, Youth Sport Trust successfully automated their CRM and accounting processes, achieving greater operational efficiency and data accuracy. The integration of Salesforce and Sage Intacct has allowed the organisation to scale its operations while maintaining exceptional service standards, enabling them to focus on their core mission of transforming young lives through sport.

Looking ahead, Youth Sport Trust is well-equipped to continue driving positive change, with Zynk providing the tools and support necessary to meet their growing needs.

Challenge

TODO

Solution

TODO

Result

TODO