Sage Intacct integration and Setup (Beta)

This feature is in Beta and is available upon request. Please contact a Procurify representative for further information. 

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 NetSuite 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:

Steps in Sage Intacct:

1. Locate your Sage Company ID by Navigating to Company → Company → General Information. Note down your Company ID as you will need this later. 
2. Enable Web Services by navigating to Company → Admin →Subscriptions.
3. Scroll down and toggle Web Services on. 
4. Next, configure web services by navigating to Company→ Setup→ Configuration.
5. Navigate to Company →Security.
6. Click Edit. Scroll to the section called Web Services authorization.
7. Add your Sender ID: CodeMPP and set the status to Active. 
8. Next, create a Web Services user by navigating to Company → Admin → users, roles & groups. 
9. Click the circular + icon next to Web Services users. 
10. 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. 
11. 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. 

Steps in Procurify: 

1. Navigate to Settings → Integrations. 
2. Select Set up under Sage Intacct.
3. Check the box I have my Company ID, and select Continue.
4. Check the box I have enabled Web Services, and select Continue. 
5. Check the box I have configured Web Services, and select Continue.
6. Check the box I have created a Web Services user and select Continue.  
7. Next, enter your Sage credentials, and select Submit. 
8. Select your Sage Intacct Entity from the drop-down and select Submit. 

Steps to set up Master Data sync (Vendor List and Account Code):

1. Navigate to Settings → Integrations. 
2. Click View below Sage Intacct. 
3. 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:

• How to link Account Codes to Locations & Departments
• How to link Account Codes and Departments in bulk?

For more information on Master Data Sync, see What is Master Data Sync?

You have successfully connected Sage Intacct.