Sage Intacct Integration Overview

  • Updated

Before you start

  • The Sage Intacct Integration is implemented via our Integrations Hub, a platform that allows for intuitive & flexible set-up & management of your integrations with 3rd party systems. 
  • This is a paid additional feature of Assignar. Please reach out to your Assignar rep for pricing.

 

The Assignar <> Sage Intacct Integration helps users of both products achieve seamless data flow between the two. The integration is implemented via our Integrations Hub, a platform that allows for intuitive & flexible set-up & management of your integrations with 3rd party 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. By eliminating manual processes and enhancing real-time data visibility, this integration delivers unprecedented efficiency and control to construction companies of all sizes.

 

Sage Intacct Integration Workflows

For most of the workflows in this integration, Sage Intacct serves as the source of truth, and Assignar will pull data from 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 use GL Items in Sage (which becomes Equipment in Assignar)
  • Must use GL Labor in Sage (which becomes Roles in Assignar)
  • Once the integration is enabled, the customer must manage all the data entities in Sage (except timesheets)
    • This is because all information (except timesheets) flows from Sage into Assignar.
    • Editing/creating/deleting workers in Assignar will break the integration and require a true up process

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