Sage Intacct Merge fields in email template

By | May 19, 2021

To populate your emails with dynamic data from Intacct, use merge fields in your email templates. When you send an email, merge fields take customer information from Intacct and link it directly to the email. You can, for example, get the credit limit or the discount given to the customer. Merge fields give you the freedom to build and customize professional email templates for your customer documents that are simple to edit and update.

Follow the below steps to link merge field in email template:
Go to Platform Services > Objects > Select your desire object.

Platform Services

Component List

Field labelMerge field
AR Account{!CUSTOMER.OFFSETGLACCOUNTNO!}
Discount{!CUSTOMER.DISCOUNT!}
Total Due{!CUSTOMER.TOTALDUE!}
Credit Limit{!CUSTOMER.CREDITLIMIT!}

You can build number of email templates with merge fields that can be pulled in various combinations of information you want to share with your customers. We have demonstrated below one example of email template, and how you can use merge fields with HTML markup to build and customize professional email templates.

Email Template

This helps in creating a single template and automating a format of an email which is sent to various customer, vendors, sales person and other members that receives emails from Sage Intacct.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.

Greytrix has a wide product range for Sage Intacct- a Cloud ERP. Our unique GUMU™ integrations include Sage Intacct Integration with Checkbook.io, Magento, Dynamics 365 CRM, Rent Manager, Rev.io, and FTP/SFTP. We also offer best-in-class Sage Intacct Development Services, Consulting services, migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products, and add-ons to enhance user experience. Sage Intacct add-ons include Sales Commission, AR Lockbox File Processing. Greytrix GUMU™ integration for Sage CRM – Sage Intacct, Sales Commission App for Sage Intacct, and Checkbook.io ACH/Digital Check Payments for Sage powered by GUMU™ are listed on Sage Intacct Marketplace.

For more information on Sage Business Cloud Services, please contact us at sagecloud@greytrix.com. We will like to hear from you.