Sage Intacct Integration Overview

  • Updated

Before you start

  • The Sage Intacct Integration is implemented via our Integrations Hub through your Assignar environment. The Integrations Hub is a platform that allows for intuitive & flexible set-up & management of your integrations with 3rd party systems. 
  • The Sage Intacct integration with Assignar is a paid additional feature of Assignar. If you are interested in the Sage Intacct integration, please reach out to your Assignar representative for additional information and pricing.

 

The Assignar <> Sage Intacct Integration helps users of both systems achieve a seamless data flow between the two systems. 

 

With Sage Intacct's comprehensive financial management capabilities and Assignar's advanced project management and scheduling tools, construction businesses can now streamline their workflows, optimize resource allocation, and drive profitability like never before. This is achieved through the integration by eliminating manual processes and enhancing real-time data visibility to provide unprecedented efficiency and control to construction companies of all sizes.

 

Sage Intacct Integration Workflows

For most of the workflows, Sage Intacct will serve as the source of truth for the integration and Assignar will pull data from Sage Intacct.

 

The exceptions are Labor and Equipment Time, which will be sent from Assignar into Sage Intacct. 

 

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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)
  • Must have a GL Group of (Labor) in Sage for Labor Items (which becomes Roles in Assignar)
  • 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 for each data piece. 
  • 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. 

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