Table of Contents

Purpose Company Preferences Financial Module Supported Data Sync

Purpose

Settings > Sage Intacct

The Sage Intacct integration module delivers enterprise-level financial integration supporting complex financial structures and multi-entity operations. This integration enables seamless data synchronization between TRUE ERP and Sage Intacct, ensuring accurate financial reporting across your organization. Access the integration settings through Company Preferences to configure API keys, manage sync preferences, and control automated transaction processing between systems.

Enterprise Integration
Connect TRUE ERP with Sage Intacct for enterprise-level financial management
Multi-Entity Support
Handle complex organizational structures with multi-entity accounting records
Dimensional Accounting
Support multi-level accounting structures with dimensional accounting data
Project Cost Tracking
Sync detailed project financials between TRUE and Sage Intacct
Custom Reporting
Generate specialized financial report formats tailored to your needs
Automated Processing
Streamline workflows with automated transaction processing

Important Setup Requirements: Access to this module requires permission ID #1598. API keys must be configured in Company Preferences > Integrations > API Keys section before the integration can function. Contact your system administrator to enable access and configure integration settings.

List View

The Sage Intacct module is accessed through Settings > Sage Intacct. The module provides configuration options for managing the integration between TRUE ERP and Sage Intacct, including API connection settings, data sync preferences, and transaction processing rules.

Integration Settings

The Sage Intacct integration is configured through Company Preferences, allowing administrators to establish secure API connections and define data synchronization rules between TRUE ERP and Sage Intacct.

API Keys Section Navigate to Company Preferences > Integrations > API Keys to configure Sage Intacct connection credentials
Module Access Requires permission ID #1598 (User can access the Sage Intacct module in Settings)
Integration Status View current connection status and last sync activity

The Sage Intacct integration supports comprehensive data synchronization between TRUE ERP and Sage Intacct, enabling enterprise-level financial management across complex organizational structures.

Multi-entity accounting records Complex organizational structures with support for multiple legal entities and business units
Project cost tracking Detailed project financials including costs, budgets, and revenue recognition
Custom financial reporting Specialized report formats tailored to specific business requirements
Automated transaction processing Streamlined workflows with automatic synchronization of financial transactions
Dimensional accounting data Multi-level accounting structures supporting departments, locations, projects, and custom dimensions

Access Sage Intacct actions directly from financial transaction records within TRUE ERP, enabling quick sync operations and integration management.

Accessing Sage Actions
Step 1 Select a transaction record in the Financial module
Step 2 Click the Gear icon in the transaction toolbar
Step 3 Select Sage Actions from the dropdown menu

Frequently Asked Questions

Common questions and step-by-step guidance for working with the Sage Intacct integration

Setup & Configuration

To enable the Sage Intacct integration, you must configure API keys in Company Preferences:

  1. Navigate to Settings > Company Preferences
  2. Select the Integrations section
  3. Locate the API Keys subsection
  4. Enter your Sage Intacct API credentials (Company ID, User ID, User Password)
  5. Save your settings and test the connection

Note: You must obtain API credentials from your Sage Intacct account administrator before configuring the integration.

Sage Intacct API keys are generated within your Sage Intacct account:

  1. Log in to your Sage Intacct account
  2. Navigate to Company > Setup > Company
  3. Select Web Services or API Credentials
  4. Create or retrieve your Web Services credentials (Company ID, User ID, Password)
  5. Copy these credentials to configure in TRUE ERP

Tip: Work with your Sage Intacct administrator to ensure the API user has appropriate permissions for data synchronization.

After configuring your API keys, test the connection to verify the integration is functioning:

  1. Navigate to Settings > Sage Intacct
  2. Review the connection status indicator
  3. Attempt a test sync by selecting a transaction in the Financial module
  4. Click the Gear icon and select Sage Actions
  5. Execute a sync operation and verify data appears in Sage Intacct

Data Sync

The Sage Intacct integration supports synchronization of the following data types:

  • Multi-entity accounting records - Complex organizational structures with multiple legal entities
  • Project cost tracking - Detailed project financials including costs, budgets, and revenue
  • Custom financial reporting - Specialized report formats for business-specific needs
  • Automated transaction processing - Financial transactions sync automatically based on configuration
  • Dimensional accounting data - Multi-level accounting structures (departments, locations, projects, custom dimensions)

The Sage Intacct integration is designed to support complex organizational structures with multiple legal entities, business units, and divisions. TRUE ERP transactions can be mapped to specific entities in Sage Intacct based on company preferences and transaction attributes, ensuring accurate financial reporting across your entire organization.

Note: Multi-entity mapping configuration is managed in Company Preferences. Work with your system administrator to establish entity mapping rules.

Dimensional accounting in Sage Intacct allows you to track financial data across multiple dimensions beyond traditional account codes. This includes:

  • Departments - Track costs and revenue by business department
  • Locations - Monitor financial performance across geographic locations
  • Projects - Measure project-specific costs and profitability
  • Custom Dimensions - Define business-specific tracking dimensions

TRUE ERP maps these dimensions automatically based on job, contract, and transaction attributes, providing detailed financial visibility in Sage Intacct.

Data synchronization can occur through automated scheduled syncs or manual sync operations. Sync frequency and automation settings are configured in Company Preferences. Manual sync operations can be triggered from individual transactions using the Gear icon > Sage Actions menu in the Financial module.

Configuration & Administration

Access to the Sage Intacct module is controlled by user permissions. If you cannot see or access this module:

  1. Contact your system administrator
  2. Request the Module Access (Sage Intacct) permission (ID #1598)
  3. Once granted, you'll find the module in Settings > Sage Intacct

Note: Administrators can manage permissions in Settings > Users / Access > select user > Access tab.

TRUE ERP supports integration with either QuickBooks or Sage Intacct, but not both simultaneously. You must choose one accounting system integration for your company. The Sage Intacct integration is designed for enterprise-level organizations requiring advanced features such as multi-entity accounting, dimensional accounting, and complex project cost tracking.

Tip: Sage Intacct is typically recommended for larger organizations with complex financial structures, while QuickBooks integration is suitable for small to mid-sized businesses with simpler accounting needs.

If you encounter sync errors between TRUE ERP and Sage Intacct:

  1. Review the error message details in the sync log
  2. Verify your API credentials are current and valid
  3. Check that the Sage Intacct API user has appropriate permissions
  4. Ensure required fields are populated in TRUE before attempting sync
  5. Contact TRUE support if errors persist, providing the error message and transaction details

Note: Common sync errors include missing required fields, invalid account codes, or permission restrictions in Sage Intacct.

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