Why integrate with Sage Intacct?
With the integration, you can easily and quickly share data between the two applications to:
Build a new budget in Budgeting and Planning based on your Sage Intacct data.
Import actuals from Sage Intacct to Budgeting and Planning, to create your budget versus actuals comparison and forecasts.
Export a budget from Budgeting and Planning to Sage Intacct, to create reports and use in spend management.
Looking for details on how to use the integration? Go to Create a budget using my Sage Intacct data or watch the video Introduction to Sage Intacct Budgeting and Planning.
How does the integration work?
All integration processes are initiated from Budgeting and Planning. The integration is built based on the Intacct API and is bi-directional, which means you can send data from Intacct to Budgeting and Planning, and vice versa. Given that the two applications aren't automatically synced, you must run the integration to exchange data.
💡 You can use your Budgeting and Planning user to connect to different Intacct companies.
Does the integration require setup?
In Budgeting and Planning, no setup is required. In Sage Intacct, you will need to follow two simple steps to enable it. For more information, go to Configure the Sage Intacct integration.
Who needs access to which application?
Users are separate for Sage Intacct and Budgeting and Planning. Whether you need access to both applications depends on your needs. Generally, only the budget owner in Budgeting and Planning needs access to both Sage Intacct and Budgeting and Planning. Other stakeholders, such as budget reviewers and budget collaborators, only need access to Budgeting and Planning when the budget is shared with them.
Budget owners also need List, View, Add, Edit permissions in Intacct for permissions on the integration list:
Which data is shared between the applications?
Different data is shared between Budgeting and Planning and Intacct depending on the task at hand.
📝 All dimensions, other than the employee dimension, are supported in Budgeting and Planning.
Create a new budget in Budgeting and Planning
When you create a new budget in Budgeting and Planning, you can choose to import your Intacct data into your new budget, which provides the quickest way to create a budget. It is also the most effective method in terms of importing actuals or exporting a budget because a data map is automatically created for you between Intacct and Budgeting and Planning. The data Budgeting and Planning imports during the integration includes:
Company information (Name, First fiscal month, Base currency)
Accounts (Account number, Title, Account type, Category (if applicable))
Dimensions (ID, Name, Hierarchy)
Employees (Name, ID, Title, Start date & End date (if available), Assigned dimensions, Salary)
Import actuals to Budgeting and Planning
When you import actuals, you're taking a snapshot of your financials from Intacct and sharing it with Budgeting and Planning to compare the budget you created against your actuals. The data Budgeting and Planning takes during import includes:
📝 If you have accounts and dimensions in Intacct that don't exist in Budgeting and Planning, you will automatically be prompted during the import process to map these new accounts and dimensions in Budgeting and Planning.
Export a budget to Intacct
When you export a budget from Budgeting and Planning to Sage Intacct, you're creating an entirely new budget record to hold all your new budget data. During this process, Budgeting and Planning creates and includes the following information in your new budget:
New budget record
If necessary, budgetable reporting periods
Included in budget record:
📝 If you have included accounts and dimensions in your budget that don't exist in Intacct, Budgeting and Planning will automatically prompt you to map these new accounts and dimensions to existing ones during the export process.
How do we map the data between the applications?
Budgeting and Planning includes mapping tables that let you define how accounts and dimensions in Budgeting and Planning should map back to accounts and dimensions in Intacct. Furthermore, whenever you use the integration, Budgeting and Planning automatically detects new accounts and dimensions, and prompts you to map them, so that your data is always complete.