Introduction
This document will describe the supported workflows for Assignar's Sage Intacct Integration. In this document you will learn about how data is synced, how fields are mapped for each workflow and the available configuration options for each workflow.
Data Syncing
Once set up the Assignar - Sage Intacct Integration will sync as described below. In addition to the automatic time based data syncs, users can manually initiate a sync between these intervals which will result in data being moved across the systems sooner.
- Automatic Syncs - Will Take Place 3 Times Per Day, Monday - Friday at approximately 6:00 AM, 12:00 PM and 6:00 PM Local Time. Local time is determined during the setup process.
- Manual Syncs - By pushing the Sync Now option, the Sync job will enter the queue, this job will start in 1 hour or less.
- Timesheet Syncs - Timesheet workflow runs on a less frequent schedule to support payroll, syncing once per day after 1:00 AM Local Time. This can be synced manually as needed and will follow the rules described above.
Workflows
Intacct Employees → Assignar Fieldworkers
This workflow will take Employee records from Intacct and create a copy in the Assignar platform as a Fieldworker.
Configuration
By default only "Active Employees" from Sage will sync to Assignar. Assignar only sync's Field employees from Sage, not office users. You can choose to filter based on the following conditions.
- Department - Select which employees to sync to Assignar based on assigned Department.
- Earning Type - Select which employees to sync to Assignar based on Earning Type
Field Mapping
Intacct (Employees) |
Assignar (Fieldworkers) |
|---|---|
|
Employee ID |
External ID |
|
Status |
IsActive/Active |
|
Position |
Role |
|
DOB |
Birthdate |
|
Contact Mailing Information |
Address |
|
Employee Contact - Primary Phone |
Contact Phone |
|
GUID |
Integration_ID |
|
-- |
User Type (Fieldworker) |
|
-- |
Employment Type (Full Time) |
|
Employee Contact - First Name |
First Name |
|
Employee Contact - Last Name |
Last Name |
|
Employee Contact - Primary Email Address |
Email, Username |
Intacct Customers → Assignar Clients
This workflow will take Customer records from Intacct and create a copy in the Assignar platform as a Customer.
Configuration
By default only "Active Clients" from Sage will sync to Assignar. You can choose to filter based on the following conditions.
- All Active Client - Will sync any sage client marked as Active to Assignar.
- Active Clients with Active Projects - Will sync Active Clients when Syncing Projects Only. *Must have project sync workflow enabled.
- Customer Type - Will sync customers based on Customer Type field from Sage Intacct.
Field Mapping
|
Intacct (Customer) |
Assignar (Client) |
|---|---|
|
Customer ID |
External ID |
|
Status |
Client Active |
|
Customer Name |
Client Name |
|
Address 1 |
Address |
|
City |
City |
|
State |
State |
|
Postal Code |
Zipcode |
|
Primary Contact Email |
|
|
Primary Phone |
Mobile |
|
GUID |
Integration_ID |
Intacct Job Project → Assignar Project
This workflow will take Job/Project records from Intacct and create a copy in the Assignar platform as a Project.
Configuration
By default only "Active Jobs/Projects" from Sage will sync to Assignar. You can choose to filter based on the following conditions.
- Type - Choose to Sync Projects based on Job Type from Sage Intacct
- Status - Choose to Sync Projects based on Job/Project Status from Sage Intacct
Field Mapping
|
Intacct (Job/Project) |
Assignar (Project) |
|---|---|
|
Customer |
Client Name |
|
Job Name |
Project Name |
|
Begin Date |
Start Date |
|
Job Manager |
Supervisors |
|
Job ID |
External ID |
|
Cost Codes |
Activities |
|
ID/GUID |
Integration ID |
Intacct Job/Project → Assignar Work Order
This workflow will take Job/Project records from Intacct and create a copy in the Assignar platform as a Work Order, when the Job/Project has a Parent Job (is a 2nd level down, this will become an order).
Configuration
By default only "Active Jobs/Projects" from Sage will sync to Assignar. You can choose to filter based on the following conditions.
- Type - Choose to Sync Work Orders based on Job Type from Sage Intacct.
- Status - Choose to Sync Work Orders based on Job/Project Status from Sage Intacct.
Field Mapping
|
Intacct (Job/Project) |
Assignar (Work Orders) |
|---|---|
|
-- |
Work Order Type - Full |
|
Parent Job |
Project |
|
Customer |
Client |
|
Begin Date |
Start |
|
End Date |
End |
|
Job Manager And/Or Assignar Super |
Owner |
|
ID/GUID |
Integration ID |
|
-- |
Status (New) |
|
Description |
Description |
Intacct Labor Items → Assignar Roles
This workflow will take Labor Item records from Intacct and create a copy in the Assignar platform as an Roles.
Configuration
By default only "Active Labor Items" from Sage will sync to Assignar. There are no available filter options for the Labor Items workflow at this time.
Field Mapping
|
Intacct (Item, Type Labor) |
Assignar (Roles) |
|---|---|
|
Name |
Name |
|
ID |
Code, Ext ID |
|
GUID |
Integration ID |
Intacct Equipment Items → Assignar Equipment (Coming Soon)
|
Intacct (Items) |
Assignar (Equipment) |
|---|---|
|
Type (Equipment) |
-- |
|
Name |
Name |
|
Extended Description |
Description |
|
Specification 1 |
License Plate |
|
Specification 2 |
Year, Make Model |
|
Specification 3 |
Serial # |
|
Item ID |
Ext ID |
Intacct Cost Codes → Assignar Activities
This workflow will take Cost Code records from Intacct and create a copy in the Assignar platform as an Activity.
Configuration
By default only "Active Cost Codes" from Sage Intacct Standard Cost Code Catalog will sync to Assignar. You can choose to filter based on the following conditions.
- Billable Cost Codes - Choose to Sync Cost Codes marked as Billable in Sage Intacct.
- Utilized Cost Codes - Choose to Sync Cost Codes marked as Utilized in Sage Intacct.
Field Mapping
|
Intacct (Cost Codes) |
Assignar (Activities) |
|---|---|
|
ID + Name + Parent Name (up to 100 char) |
Activity Name |
|
Cost Code ID |
External ID |
|
GUID |
Integration ID |
Assignar Timesheets → Intacct Timesheet Entries
This workflow will take Timesheet records from Assignar and push to Sage Intacct as Timesheet Entries
Configuration
By default only "Approved Timesheets" from Assignar will sync to Sage Intacct. The following configurations are required to set up this workflow. Timesheets sync ONCE per day after 1:00 AM Local Time.
- Timesheet Week Begins - Choose to the day of the week that represents the start for your weekly payroll process.
- Employee Default Role - Choose an Employee Default Role to support a fallback option for incorrectly coded timesheet entries. *Prevents sync failures because this field is required.
- Entry Grouping - Choose how you would like your timesheet entries to be grouped based on the setup of your Sage Intacct environment. Visit, Jobs -> Configuration > Timesheet Settings and choose the matching "Track Time By" setting. *This must match your setting or time will not post.
Field Mapping
|
Assignar (Timesheet) |
Intacct (Timesheet Entries) |
|---|---|
|
Client |
Customer ID |
|
Work Order |
Job/Project ID |
|
Activity |
Cost Code |
|
(Obey Preference) |
Billable |
|
Role |
Employee Position ID |
|
Location ID |
Location ID* |
|
Date |
Entry Date |
|
Total Time |
Quantity |