Configure the built-in Sage Intacct integration to quickly and easily share data between the two applications.

Prerequisites

To configure the Budgeting and Planning integration, you need the following in Intacct:

  • To be a business user with administrative privileges

  • Permissions to view and edit your company information

  • Web Services must be enabled in your Intacct company

Configure the integration

After you confirm the prerequisites, you can setup the integration in Sage Intacct. There is no configuration required in Budgeting and Planning.

📝 To configure the Budgeting and Planning integration, you need to be a business user with administrative privileges and permissions to view and edit your company information.

To enable the integration:

  1. Go to the Company Information page.

  2. Click Edit, then go to the Security tab.

  3. Scroll down to the Web Services authorizations section, then click Add.

  4. In Sender ID, enter Budgeta MPP.

  5. Optionally, add a description, such as "Budgeting and Planning integration."

  6. Ensure the Status is set to Active.

  7. Click Save.

User requirements for the integration

Once the integration is configured, users also need the following to use the integration:

  • A Budgeting and Planning user account

  • An Intacct company ID, user ID, and password to a production company
    📝 The integration is not supported in Preview or sandbox companies.

  • List, View, Add, Edit permissions in Intacct for permissions to the integration list:
    - Company information
    - GL accounts
    - Relevant dimensions
    - Employees
    - Budgets
    - Reporting periods

Use the integration

Once the integration is set up, you can use it from Budgeting and Planning to share data with Sage Intacct at any time.

To use the integration:

  1. Inside Budgeting and Planning, you can
    - click the integration icon in the upper right corner of the menu to import actuals or export your budget.
    - create a new budget and choose the Use my Sage Intacct data option.

  2. Enter your Sage Intacct credentials, including your Sage Intacct Company ID, User ID, and Password.

  3. Follow the on-screen instructions to share data between Budgeting and Planning and Sage Intacct.

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