The Sage Intacct integration syncs approved bills and payment logs (incl. attachments and in-line tax information). It also includes a Master Data Sync, where you can sync Vendors and Account Codes from Sage Intacct to Procurify.
Sage Intacct for syncing Bills
For customers using Bill Payments, bill payment records can be synced to Sage Intacct to mark bills as paid.
Sage Intacct for Syncing bills and Bill Payment logs
Setting up Sage Intacct with Procurify
First, you'll need to retrieve your Sage Intacct Company ID and configure your account for the integration:
In Sage Intacct:
Locate your Sage Company ID by Navigating to Company → Company → General Information. Note down your Company ID as you will need this later.
Enable Web Services by navigating to Company → Admin →Subscriptions.
Scroll down and toggle Web Services on.
Next, configure web services by navigating to Company→ Setup→ Configuration.
Navigate to Company → Security.
Click Edit. Scroll to the section called Web Services authorization.
Add your Sender ID: CodatMPP and set the status to Active.
Next, create a Web Services user by navigating to Company → Admin → users, roles & groups.
Click the circular + icon next to Web Services users.
Enter the information in the required fields:
Enter a valid email address for the user you want to authorize.
For the User type, select Business.
For Admin privileges, select Full.
Click the Roles information tab and grant the user an Admin role. (If the Admin role doesn't exist, you'll need to create one and return to this step. Click Save.
In Procurify:
Navigate to Settings → Integrations.
Select Set up under Sage Intacct.
Check the box I have my Company ID, and select Continue.
Check the box I have enabled Web Services, and select Continue.
Check the box I have configured Web Services, and select Continue.
Check the box I have created a Web Services user and select Continue.
Next, enter your Sage credentials, and select Submit.
Select your Sage Intacct Entity from the drop-down and select Submit.
Setting up Master Data sync (Vendor List and Account Code):
Navigate to Settings → Integrations.
Click View below Sage Intacct.
On the Vendor and Account Code tabs, toggle Start Scheduled Sync to ON
All new vendors will be created/synced as Preferred Vendors
All account codes created/synced via this method will require manual linking to departments. For how to link account codes to departments, see:
For more information on Master Data Sync, see What is Master Data Sync?
You have successfully connected Sage Intacct.
Custom Field Mappings
Custom field mappings can be added via Platform Services → Object customization → Custom fields
When adding a custom field to a Bill, be sure to select “AP Bill” in Step 1 - Choose object to extend
Sage Intacct Integration: Field Mapping Limitations
Currently, there are limitations to the Sage Intacct fields we can communicate with. While our mapper allows you to select from primary, secondary segment fields, or custom fields in Procurify, they must match one of the supported Sage Intacct fields/dimensions.
Supported Field Mappings
Default Field Mapping:
Vendor -> Vendor
Invoice Date -> Bill Date
Due Date -> Due Date
Invoice Number -> Bill Number
Bill Notes -> Description
Procurify Bill Detail URL -> Description
Currency -> Currency
Account Codes -> Account (item level)
Item Description -> Memo (item level)
Custom Field Mapping:
Department
Class
Contract
Customer
Employee
Item
Location
Project
Task
Vendor
Warehouse
Important Notes
Sage Intacct allows for relabeling of some fields, which is still supported. However, custom Sage fields are not supported.
For detailed information on supported default and custom fields, please refer to the setup steps above.
Advanced Custom Field Mapping
Complex mapping scenarios to support mapping to user defined GL dimensions [1]
Custom fields outside of user defined GL dimensions are not supported
User defined dimensions can be discovered in top level entity, under Platform Services → Objects
💡Tips for configuring advanced mappings:
Within Object details, Integration name should be used as destination
Procurify advanced custom field mapping
Sage object definition (Platform Services → Objects)
The values between Procurify and Sage Intacct need to match exactly, but are case insensitive
💡Required dimensions for GL account
If a General Ledger account is configured to require a dimension, and that dimension is a user defined dimension, there are a few caveats to making sure it’s properly configured. If a dimension is configured to be required, it’s generally recommended to also require a mapped Procurify custom field to be required, to avoid errors when syncing.
Required dimensions for an account can be checked under that account settings, in General Ledger → General Ledger Accounts menu. Note that if a dimension is marked as required, its name might be different from the actual object name. This is because we believe that once required, and used, object names become immutable, and do not react to a name change in Platform Services → Objects settings. A new Object must be created instead.
Make sure that these two object settings are enabled for the target Object
Frequently Asked Questions
Can we map to a checkbox order request custom field?
Yes!
Can we map the Location ID?
No. We map the Location field name, not the Location ID number.
Are there any restrictions on which account codes can be moved over from Sage to Procurify?
No. When the Account Code sync is enabled, all account codes will sync over to Procurify in one-hour intervals and be automatically applied to all departments available within the domain during the sync. For more information, see Syncing Chart of Accounts to Procurify (Master Data Sync).
If I add additional locations and departments after my account codes have synced to Procurify, will they automatically be applied to All Departments?
No. You must manually apply account codes to newly added locations and departments. Account codes can also be linked in bulk.
If I don't see a Sage field in the Field Mapping list, is there a way to map it?
No. All Sage fields available for mapping are displayed on the Sage integration setup page. We cannot map to any additional fields.
What Account Code value is being sent from Procurify to Sage Intaact?
Procurify only sends the Account Code (not the Account Description) and uses the Account Code to match the Account (item level) in Sage on the Bill line item.
Troubleshooting
Error Message: Custom field with Location-ID #: Tracking Category cannot be found
This error occurs when the Location Name is not an exact match in Procurify and Sage Intaact. Ensure that the Location name is an exact match.
Error Message: Custom field with Procurify ID custom-#: Tracking Category not found.
This error occurs when Custom Field is not an exact match in Procurify and Sage Intaact. Ensure the Custom Field is an exact match.
Error Message: Bill with Procurify ID #: Error when attempting operation: The Account number # is associated to [Account name]. Enter an account number on line item # in transaction # that's not associated with any bank account, and try again. Error code BL03002112
This occurs when an accounts are made available for syncing. Ensure to unassign applicable account codes manually.
Additional Information:
Once connected, custom field mapping options will be available on the Sage Integration set-up page (Settings → Integrations→ Sage Intacct Setup)
Ensure you correctly toggle If you're outside of the U.S. and using a Sage Prebuilt tax solution