Sage Integration Setup Process

  • Updated

This article describes the necessary steps to setup an integration depending on where data exists pre-integration.

Before starting the integration, you should familiarize yourself with the field mappings described in the Enable Workflows Article. Disregard the filters and the all the specific implementation details, focus on understanding and remembering the mapping between Assignar and Sage fields.

 

New Assignar, New or Existing ERP

Integration Setup Instructions for a customer that is new to Assignar and is a new or existing user of Sage Intacct

Note: In some cases, the customer will want to begin using Assignar before they have set up Sage. This can be done, but will then require a true up process and you should exit this section and follow the steps outlined in Existing Assignar, New ERP

  • If that path is chosen, the true up process can be made much simpler if the customer imports all of their employees/workers into Sage even if they aren't fully utilizing Sage just yet. This is because workers are often the most challenging item to true-up between the platforms. Import all workers into Sage, complete the 2 steps outlined below, then once they are ready to go live in Sage you will complete the steps outlined in Existing Assignar, Existing ERP.
  1. First, follow the Configuration and Authentication Article.
  2. Enable the workflows in Assignar, this can be found in the Enable Workflows Article.

 

Existing Assignar, New ERP

Integration Setup Instructions for a customer that is an existing user of Assignar but is new to Sage Intacct.

  1. First, follow the Configuration and Authentication Article.
    • Do not yet enable any workflows 
  2. Next, you'll need to run a true up process. Almost all the data exchanged in this integration will flow from Sage into Assignar, but all the data currently lives in Assignar. So, we need to do an initial copy of the Assignar data into Sage.
  3. And finally, enable the workflows in Assignar. This can be found in the Enable Workflows Article.

 

Existing Assignar, Existing ERP

Integration Setup Instructions for a customer that is an existing Assignar and Sage Intacct customer; data already exists in both systems.

  1. First, follow the Configuration and Authentication Article
    • Do not yet enable any workflows 
  2. Next, you'll need to run a true up process. pre-integration, similar data lives in both Sage and Assignar, this true up process will provide an initial sync across both systems to eliminate duplicate data.
  3. And finally, enable the workflows in Assignar. This can be found in the Enable Workflows Article.

 

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