Set up Sage Intacct integration

Integration between Sage Intacct and Sage Intacct Planning enables you to share data quickly and easily.

After you complete the integration, you can do the following:

The integration is built based on the Intacct API and is bi-directional, which means you can send data from Intacct to Planning, and vice versa. Since the two applications do not sync automatically, you need to run the integration to exchange data.

Although all integration processes are initiated from Planning, you do not need to setup anything in Planning. You only need to enable the integration in Intacct.

Prerequisites

Set up the integration

To set up the integration in Intacct:

  1. From the menu in Intacct, select Company > Setup > Company

  2. Select the Security tab.

  3. Click Edit.

  4. Scroll down to the Web Services authorizations section and click Add.

  5. In the Sender ID field, enter Budgeta MPP.

  6. (Optional) Add a description, such as "Planning integration."

  7. Ensure that Status is set to Active.

  8. Click Save.

Integrate with Intacct

After you set up the integration, you can share data between Planning and Intacct at any time.

To use the Intacct integration:

  1. From Planning, do one of the following:

    • To import actuals or export your budget, click the integration icon in the upper right corner of the menu.

    • To create a new budget, from the list of budgets menu click + New budget, and in the wizard, select the Use my Intacct data option.

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

  3. Follow the on-screen instructions.

For more information, see the following:

How is data mapped between the applications?

Planning includes mapping tables that let you define how accounts and dimensions in Planning should map to accounts and dimensions in Intacct.

If you use the integration, Planning automatically detects new accounts and dimensions and prompts you to map them, so that your data is always complete. Planning should map to accounts and dimensions in Intacct.

Whenever you use the integration, Planning automatically detects new accounts and dimensions and prompts you to map them, so that your data is always complete.

For more information, see Map your Sage Intacct accounts and dimensions to your budget.

Use Planning with a console in Sage Intacct

You can use Planning with a console in Intacct. All of the features work the same. The only difference is how you sign in to Intacct.

You need to set up Web Services authorizations in your console’s security configuration, as well as in your company’s security configuration.

To use Planning with a console in Sage Intacct:

  • From the Sage Intacct integration login, sign in using the following credentials:

    • Company ID - ConsoleID|CompanyID (these IDs are case sensitive and must be divided by the pipe character “|”)

    • User ID - Your user ID in the console

    • Password - Your password in the console

      Sign in to Sage Intacct window.