Summary
This guide walks Sage Intacct customers through migrating their integration from the legacy Codat connection to the new Merge-based connection.
Prerequisites
Required Permissions: Access to Settings > Integration Settings in Procurify. This is typically restricted to Procurify Admins (Superuser), so confirm your role has access before you start.
Prior Configuration: An active Sage Intacct integration currently running on the legacy Codat connection.
This article covers the steps to take on both the Procurify and Sage Intacct sides.
What's new
Multi-entity support, connect once at the Top Level and Procurify routes each bill to the correct entity automatically, or scope the connection to a single entity if that's all you need.
Expanded field mapping, map fields directly from Procurify to Sage Intacct custom fields on both AP headers and line items. For standard dimensions, map using an ID prefix. For example, enter
100--Torontoto map to the dimension record with ID100.
What's staying the same
Pushing simple bills
Pushing payments
Mapping custom fields
Tax support on bills
Attachments on bills
Do I need to migrate?
Go to Settings → Integrations → Sage Intacct Setup.
Open the Auto Bill Sync tab and look for a Sync to Top Level setting.
If you don't see a Sync to Top Level setting, you're still on the older integration and need to migrate.
Procurify Actions
Step 1: Record your current settings
Reconnecting resets your configuration, so before you disconnect anything, note down:
Custom field mapping — go to Settings → Integrations → Sage Intacct Setup, open the Bills tab, and scroll to the bottom. Record every Procurify field mapped to a Sage Intacct field, including any advanced custom field mappings.
Take note of Chart of Accounts, Vendors, and Auto Bill Sync & Payments settings as well. These settings will have to be setup again after reconnecting.
Chart of accounts sync settings
Vendor sync settings
Auto Bill Sync settings
Payment sync settings
Tax
Didn't get a chance to record your mappings before disconnecting? Reach out to your Procurify representative, we can help recover this from historical data.
Step 2: Disconnect and reconnect
Click Disconnect to remove the existing Sage Intacct integration.
Click Reconnect to launch the new integration setup.
If prompted, click Complete Setup to continue.
Sage Intacct Actions
Before you reconnect, gather the following from Sage Intacct:
Company ID, found under Company → Setup → Company.
Location ID (also called the Entity ID), found under Company → Setup → Entities. It decides how the connection is scoped. You can't change it later without re-linking the integration, so it's worth getting right the first time.
To scope the connection to a single entity, enter that entity's Location ID (called the Entity ID in Sage Intacct).
In Sage Intacct, go to Company → Setup → Company → Security and click Edit.
Scroll down to Web Services authorizations and add a new row with Sender ID set to Procurify and Description set to Connection to Procurify.
Click Save.
Next, locate your existing Web Service User credentials. If you no longer have the password, edit the Web Service User record and click Reset Password. If you no longer have access to the email on that record, update the email first so the new password and user ID arrive somewhere you can reach.
Don't have a Web Service User with the right permissions yet? Under Company → Admin → Roles, create a role with all Subscriptions and Permissions enabled (or use an existing Admin role). Then, under Company → Admin → Web Service Users, create a user with the Business user type and Full Admin Privileges, and assign it that role.
Once you have your Company ID, Location ID (also called Entity ID), and Web Service User credentials, you're ready to complete the connection.
After you reconnect, the integration will show a "Processing" status for (times will vary depending on how much data is in your domain) while your data transfers over, including past successful bill syncs and payment statuses.
Once the status changes to Connected, re-enter the settings you recorded in Step 1:
Custom field mapping
Vendor sync settings
Chart of accounts sync settings
Payment sync settings
Auto Bill Sync setting
Once everything's configured, you're ready to start syncing bills and payments with Sage Intacct.
Running into anything unexpected? Contact Procurify Support and we'll help you sort it out.