On the roadmap
Sage Intacct sales order automation
When the Sage Intacct connector lands, emailed orders will post as validated sales transactions, coded against your item master. Today, we deliver them to a webhook. We don't have a native connector for this ERP yet, it lands when our first customer using it commits to a pilot. In the meantime we can deliver orders to a webhook of your choice (JSON), and you can wire that into your ERP however your team already integrates other tools.
On roadmap
native Sage Intacct connector
0
templates to maintain
1-2 weeks
onboarding
Why Sage Intacct teams still re-key orders
Sage Intacct is built to manage orders once they're in the system, but it can't read the PDF a customer just emailed. So a CSR opens the attachment, finds the customer and items in Sage Intacct, and types the order in by hand, line by line.
OrderPier closes that gap. It reads the inbound purchase order, matches it to your Sage Intacct records, and posts the validated order to a webhook you wire to your ERP, so the document arrives as a ready-to-fulfill order, not a task in someone's inbox.
How a roadmap ERP works in the meantime
- Capture the PO from a forwarded email or shared mailbox.
- Extract every field and line item with confidence scoring.
- Push approved orders as JSON to a webhook URL you provide (we POST the validated sales order. You handle the last hop).
- Once you commit to a pilot, we prioritize a native Sage Intacct connector.
Sage questions
- Does this require custom Sage Intacct development?
- We don't have a native Sage Intacct connector yet. It moves to the top of the build queue when a customer commits to a pilot. In the meantime we post each approved order to a webhook URL your team owns. Some customers wire that into Sage Intacct themselves through their existing iPaaS, others wait for the native connector.
- Will it match customer part numbers to our Sage Intacct items?
- Line items are extracted and surfaced for review. The matching to your Sage Intacct item master happens during your import step (for IIF) or in your downstream wiring (for webhook). Per-customer SKU aliases are still recorded so the reviewer's corrections improve future extractions deterministically.
- What if an order can't be matched cleanly?
- It routes to an exception queue with the flagged field and the source document side by side. A CSR resolves it in seconds and the order becomes available to download / re-emit to your webhook, nothing is ever guessed into Sage Intacct.