Last updated: August 29, 2021

The following article explains how you maintain mapping between Sage Intacct and Sage Intacct Planning (SIP).

During the process of importing actuals or exporting your budget, data is shared between the two applications. This data includes accounts, dimensions, budget or actuals amounts, and more. For more information on integrating with Sage Intacct, see About the Sage Intacct integration. 

Once you set up your budget in SIP, you can use the built-in integration to import actuals from Intacct or to send your budget data to Intacct. Mapping helps you determine:

This may seem straightforward, but often your budget and your actuals and financial structure (accounts and dimensions) are not exactly the same. For example, when importing actuals data to create budget versus actuals comparisons, certain budget lines are more detailed than the actuals, while others are less detailed. Two common examples are the salary and wages budgets which are often calculated per employee, but the actuals are only by salary components and dimensions like department; and travel budgets which are often calculated as the total travel cost, but the actuals are divided into food costs, hotels, car costs, flight tickets, and more. The mapping determines how we handle this common gap in the relationship between your budget and your actuals and financial structure.

SIP includes two mapping tables found in the Actuals→Mapping tab.

If you built your budget using the integration, the mapping tables are populated automatically, based on the selections you made during the budget setup process. For more information, see Create a budget structure using my Sage Intacct data. You can also add or edit data directly in the mapping tables.

📝 Keep in mind, if you make changes to your budget structure after your initial setup, you may need to update your mapping tables, as well.

Let's say your data has changed, but you've already created your budget. Whenever you use the integration with Intacct, SIP automatically detects new accounts and dimensions and prompts you to map them.  This way you can remain confident that your data is always complete. 

Use the accounts mapping table to map your accounts from Intacct to the budget lines that appear in SIP. To view your accounts mapping table, go to Actuals→Mapping. Notice that your account mapping is now separated by the account types: Profit & Loss, Balance Sheet, and Statistical accounts.

For each mapped account, the following information columns are displayed.

For example, to view your statistical accounts mapping table, go to Actuals→Mapping→Accounts→Statistical. Your selections are saved to the SIP accounts table.

Use the dimensions mapping table to map the dimensions appearing in Intacct to the dimensions appearing in SIP. To view your dimensions mapping table, go to Dimensions from the Actuals→Mapping tab.

In the Dimensions section of the mapping table, map the list of dimensions appearing in Intacct to the corresponding dimensions that appear in SIP. In the Dimensions Values section of the mapping table, map the dimension values appearing in Intacct to the dimension values that appear in SIP.

For each mapped dimension from Intacct, the following information columns are displayed:

In the Budget dimensions without mapping section, the dimensions in your budget that have no mapping to the dimensions you imported from Intacct are displayed. The dimensions listed in the Budget dimensions without mapping are adjusted accordingly as you add new dimensions to your budget, or map and unmap dimensions.

For example, if you change the mapping of the Department dimension you imported from Intacct to the budget dimension Category that appears as having no mapping, the Category dimension is removed from the list of unmapped dimensions and the Department dimension is added to the list of unmapped dimensions instead. In addition, the previous mappings of the budget dimension values are removed and you can select new budget dimension values from the dropdown that are associated with the Category budget values.

Following is an example of how to work with the dimensions mapping table.

In the following screenshot, the Dimensions section displays the mapping between the dimensions in Intacct and SIP. For example, the dimension Location in Intacct is mapped to the Location dimension in SIP. Click on the dropdown to change the mapping to a different dimension in SIP.

In the Dimension values table, the Sage Intacct name (ID) column shows the dimension value associated to the dimension from Intacct. From the Budget dimension value dropdown, you can map the dimension values from Intacct to one or more dimension values appearing in SIP.

These values are associated to the dimension in SIP that appears in the Budget Dimension column.

All of your selections are saved to the SIP dimensions table. When you import actuals by dimensions, the dimension values from Intacct need to be matched to values in SIP:

For instance, let's say that the dimension Location in Intacct has a value of California (2000) (shown in the example budget above). In SIP, the same value is mapped to the Geography dimension, with a value of CA. If you select multiple dimension values from the corresponding dimension values in SIP, actuals from Intacct with the value California (2000) can be matched to multiple budget lines in SIP with any of the dimension values you select (CA, USA, or other).

For more information on Dimensions in Sage Intacct Planning (SIP), see: