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Marketing ⇄ ERP

Rollworks to Sage Intacct integration — real-time, two-way sync

Keep Rollworks and Sage Intacct in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Rollworks and Sage Intacct

Feed the real customer, order, and revenue records from Sage Intacct into Rollworks so campaigns run on who actually bought what, and let contact and consent changes flow back in real time.

Marketing runs on lists of people, but the list rarely knows which of those people are paying customers, what they ordered, or what they are worth. Sage Intacct holds exactly that: Purchasing Transactions, Dimensions, Employees, GL Accounts that record who the customer is, what they bought, and what they owe. When the two are joined only by a periodic export, campaigns go out against stale audiences, existing customers get prospecting emails, high-value accounts look the same as cold leads, and a canceled order still counts toward a segment.

Stacksync syncs Purchasing Transactions, Dimensions, Employees, GL Accounts in Sage Intacct with Audience Segments, Campaigns, Ad Groups and Ads, Reporting and Attribution in Rollworks in real time, and where both sides accept writes, in both directions. Customer, order, and invoice data maps field by field onto the contacts, audiences, or accounts Rollworks works with, so segmentation and personalization run on current purchase history instead of a month-old snapshot. Contact details and consent changes that originate in Rollworks flow back onto the record in Sage Intacct.

The strongest bridge between the two is identity and purchase history, who the customer is and what they have bought, so that is where most of the value sits. Because the sync is field-level, each system keeps the attributes the other has no use for; only the shared records are held in agreement.

Common use cases

  • 01 Sync vendors and AP bills with procurement and spend management tools.
  • 02 Keep project and department dimensions aligned with a PSA or HRIS so coding stays consistent across systems.
  • 03 Sync CRM Audience Segments from a database of emails through the Audience API so lists are populated for advertising without manual CSV uploads.
  • 04 Read campaign delivery and attribution metrics from the GraphQL Reporting API into Postgres or a warehouse for pipeline and spend reporting.

Common sync patterns

Lifecycle triggers from back-office events

A first order, a renewal, or a lapsed account recorded in Sage Intacct appears in Rollworks within seconds, ready to start or stop a lifecycle campaign.

Where Rollworks captures new people: signups become customer records

Registrations, form fills, or new subscribers in Rollworks create or update the corresponding record in Sage Intacct, so the back office sees them without anyone re-keying.

Consent and contact changes travel

Email, address, or subscription-status changes stay aligned across both systems, so a customer who updates their details or opts out is respected everywhere.

What you can sync between Rollworks and Sage Intacct

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Rollworks objects Sage Intacct objects How this pairing syncs
Accounts (TAL Items) Individual accounts identified by domain; added or removed via the tier items endpoint (POST/DELETE) so an operational database can control which domains are targeted. GL Accounts Chart of accounts read for mapping synced transactions. Accounts (TAL Items) is specific to Rollworks and GL Accounts to Sage Intacct — each maps to any object or custom field on the other side.
Audience Segments CRM (email), custom (cookie or ID), and lookalike segments created via /audience/v1/segments; membership is written from a warehouse with a duration of 1 to 540 days. Journal Entries GL activity written from external systems and replicated to warehouses. Audience Segments is specific to Rollworks and Journal Entries to Sage Intacct — each maps to any object or custom field on the other side.
Campaigns Prospecting v2 campaigns running on Web and LinkedIn with budget, KPI, and flight settings; created and edited via API and read back for status and pacing. Customers AR masters synced bi-directionally with CRMs like Salesforce and HubSpot. Campaigns is specific to Rollworks and Customers to Sage Intacct — each maps to any object or custom field on the other side.
Ad Groups and Ads Campaign subdivisions carrying attribute, contextual, geo, and device targeting plus creative; read and written to keep targeting aligned with an internal planning system. Vendors AP masters kept aligned with procurement and payment platforms. Ad Groups and Ads is specific to Rollworks and Vendors to Sage Intacct — each maps to any object or custom field on the other side.
Reporting and Attribution Delivery and attribution metrics (impressions, clicks, cost, conversions, view-throughs) from the GraphQL Reporting API; read-only, aggregated by campaign, ad, and account domain. AR Invoices Billing documents created from upstream order or subscription data. Reporting and Attribution is specific to Rollworks and AR Invoices to Sage Intacct — each maps to any object or custom field on the other side.
Target Account Lists Named lists of B2B accounts for ABM; managed through /audience/v1/target_accounts so a CRM or warehouse can push and reconcile the accounts RollWorks advertises against. AP Bills Payables documents written from procurement tools and OCR pipelines. Target Account Lists is specific to Rollworks and AP Bills to Sage Intacct — each maps to any object or custom field on the other side.

How changes propagate between Rollworks and Sage Intacct

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Rollworks Sage Intacct Interval-based propagation

DetectionStacksync polls Rollworks for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule.

DeliveryEach detected change is written to Sage Intacct through its API, with automatic retries and rate-limit backoff.

Sage Intacct Rollworks Interval-based propagation

DetectionStacksync polls Sage Intacct for changes on an incremental schedule, reading only records changed since the previous pass. Polling on WHENMODIFIED audit fields.

DeliveryEach detected change is written to Rollworks through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Rollworks: NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.
What ships with Rollworks ⇄ Sage Intacct

Connect Rollworks and Sage Intacct for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Rollworks–Sage Intacct connection.

Real-time

Two-way sync

Changes in Rollworks or Sage Intacct instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Rollworks or Sage Intacct data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Rollworks or Sage Intacct record.

Observability

Monitoring

Track your Rollworks ⇄ Sage Intacct sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Rollworks and Sage Intacct.

How the Rollworks and Sage Intacct connectors work

Rollworks

Integration surface
REST APIs (Audience, Prospecting v2) plus a GraphQL Reporting API
Authentication
OAuth 2.0 via NextRoll (Authorization Code grant, Bearer tokens per RFC 6749/6750); Personal Access Tokens supported for server-side scripts
Change detection
Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule; no change webhooks or CDC feed is published
Capabilities
read · write
Rate limits
NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.

Sage Intacct

Integration surface
XML web services gateway; REST API on newer releases
Authentication
Web Services sender ID plus company login (session-based) on the XML gateway; OAuth 2.0 on the REST API
Change detection
Polling on WHENMODIFIED audit fields; no log-based CDC or general webhook surface
Capabilities
read · write
How it works

How to connect Rollworks to Sage Intacct — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Rollworks and Sage Intacct with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Rollworks connected
    Sage Intacct connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Rollworks and Sage Intacct objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Rollworks ⇄ Sage Intacct
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Rollworks Sage Intacct
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Rollworks and Sage Intacct integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 370 integrations available for Rollworks and Sage Intacct.

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