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.
| Field label | Merge 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.
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.
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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.
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