Release 9.3.0 of Sage Intacct Planning (SIP) included a feature update.

Import actuals from an Excel sheet to SIP

Now you can download Actuals data from any ERP and import it to SIP from Excel using the wizard.

With minimal changes, you simply need to organize your data according to the provided template (which you can find under the Actuals > Details tab, and click Add transactions > Download template) and follow the intuitive wizard.


Once your actuals data is uploaded, you can easily view a side-by-side comparison of your budget plan and your company’s performance.


For more information, read Import actuals with the Sage Intacct Planning (SIP) planning wizard.

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