Sage Intacct Integration - Prerequisite Configuration / Clean Up Steps

Before you start

*The diagram below represents the way that data can flow between the two systems.*

Important / Key Information:

• Please note that Sage Intacct will be the source of truth in regard to the Integration for all features excluding Timesheets as dictated by the Feature set map above.

Integration prerequisites

The customer must use Sage Intacct in a way that is compatible with our integration.

• Must have a GL Group of (Equipment) in Sage for Equipment Items (which becomes Assets in Assignar)
  • Please see the Sage Integration - Detailed Data Mapping / Data Workflow Filter Options support article for the steps to create the GL Group of (Equipment) in Sage.
• Must have a GL Group of (Labor) in Sage for Labor Items (which becomes Roles in Assignar)
  • Please see the Sage Integration - Detailed Data Mapping / Data Workflow Filter Options support article for the steps to create the GL Group of (Labor) in Sage.
• A Web Services User will need to be created prior to the Integration. The steps are outlined in the Sage Intacct - Web Services User Creation Steps support article. 
• Prior to the integration being established, we recommend cleaning up your old data by changing the status of the data piece from (Active) to (Inactive) in Sage so that the items will not pull into Assignar.
  • The reason being that by default, the integration will look for any of the data pieces that are in an (Active) status and pull them into Assignar once the connection has been established. 
  • Aside from the default filter to filter the above data pieces by (Active) status, we do have some customizable filter options that are laid out in the Sage Integration - Detailed Data Mapping / Data Workflow Filter Options support article.
  • Please reference the Sage Integration - Detailed Data Mapping / Data Workflow Filter Options support article to know exactly what fields will be pulled from Sage Intacct into Assignar and if there are any customizable filter options that can be set up in Sage prior to the Integration being established for each data piece. 
    • If there is a customizable filter that you wish to use from the Detailed Data Mapping support article, please create the filter(s) in Sage prior to the integration being established.
      • If the filter has been created and enabled after the integration has been established, then the filter will only work from that moment forward and the integration will be unable to work retroactively to clean up previously imported data.
• Once the integration is enabled, the customer must manage all the data entities in Sage (except timesheets) as shown in the feature set map above.
  • The reason being that once the Sage Intacct integration is established, Sage Intacct will serve as the source of truth and Assignar will pull data from Sage Intacct.
  • ***Please note that editing, creating, or deleting workers in Assignar after the integration has been established will temporarily break the integration for those affected workers and require a true up process by our Customer Success team which can take up to 2 weeks to complete depending on how much data is in the system at that time.