Sage Intacct
Get started with the Sage Intacct target!
Obtain the Credentials
The Sage Intacct target requires the following fields:
Field Name | Description |
|---|---|
Company Id | Your Sage Intacct Company Id |
Sender Id | Your Sage Intacct Sender Id |
Sender Password | Your Sage Intacct Sender Password |
User Id | Your Sage Intacct User Id |
User Password | Your Sage Intacct User Password |
Supported Entities
Currently the Sage Intacct target does not currently support all entities. Don't see the entity you want? Contact us
Entity | Support |
|---|---|
Journal Entries | 🟢 Yes |
Enable the Sage Intacct target
Head to your flow, and go to the target options.
Note
The Sage Intacct target is designed for flows with a user configurable target. Do not use it for a normal flow, or you will get unexpected behavior. You can change this setting under the Details page of your flow.
Enable Sage Intacct target
Select the Sage Intacct target, and you'll be prompted to provide your credentials.
Provide Sage Intacct credentials
Data format
Each entity that can be synced to Sage Intacct must be in the correct format before posting.
Journal Entries
When sending Journal Entries to the Sage Intacct target, the file must be named JournalEntries.csv have the following columns.
Column Name | Description |
|---|---|
Transaction Date | The day the transaction occurred |
Journal Entry Id | The ID of the Journal Entry (becomes the DocNumber in QBO) |
Account Number | |
Account Name | If you aren't using Account Numbers, it will use this column to find the Account |
Class | |
Customer Name | |
Amount | Must be a POSITIVE number |
Posting Type | Either "Debit" or "Credit" |
Description | Description for the entry |
Currency | Optional. Allows you to specify a different currency code |
Below is an example JournalEntries.csv
Updated 6 months ago