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Asite + Sage Intacct Integration
Asite + Sage Intacct Integration
Updated over a week ago

Asite’s integration with Sage allows an enterprise to synchronize any of their object information from Sage Intacct systems including customers, vendors, vendor contacts, projects and cost-codes.

This integration allows exchanging document/information from Sage systems for processing and converting it into desired format output, that is pushed back to the Sage system or can be exchanged with other partner tools/3rd party backend systems for further processing.

About Sage

Sage is the market leader for integrated accounting, payroll, and payment systems.

About Sage Intacct

Sage Intacct is an AI powered accounting software with integrated payroll and HR solutions.

Features

  • Information regarding each of your objects on Sage Intacct appear as a separate list in Asite (including customers, vendors, vendor contacts, projects and cost-codes).

  • Keep all of your object information lists up-to-date based on a set schedule as per available automatic and manual sync options.

  • Refresh your object list using the separate refresh icon available as well as filter the list as and when required based on available filter criteria.

  • For your vendors and customers list, you have an option to:

    • add selected records to Asite using the 'Add to Asite' option (if record not added).

      • When using 'Add to Asite' option for a customer or a vendor, if the selected customer organisation or vendor organisation already exists on Asite, it will be linked to the matching organisation on Asite. Accordingly, if the selected customer organisation or vendor organisation doesn't exist on Asite, it will be created as a new organisation on Asite.

    • edit the organisation name on Asite for selected record by clicking on the corresponding organisation name under 'Asite Name' column (if record not added).

    • manually sync any changes made later after the last sync to any of the selected record in Sage Intacct using the 'Resync' option in Asite (if record already added).

  • For your vendor contacts list on Asite, you have an option to:

    • add selected records to Asite using the 'Add to Asite' option (if not already added).

      • When using 'Add to Asite' option for a vendor contact, if the email address of selected vendor contact is already registered on Asite, it will be linked to the matching organisation user on Asite. Accordingly, if the email address of selected contact doesn't exist on Asite, you have an option to link the user in Asite by selecting any one of their organisations from a suggested list of organisations registered on Asite based on information pulled from Sage Intacct, and thus create them as a new user on Asite.

    • manually sync any changes made later after the last sync to any of the selected record in Sage Intacct using the 'Resync' option in Asite (if record already added).

  • For your projects list on Asite, you have an option to:

    • add selected records to Asite using the 'Add to Asite' option (if record not added).

      • When using 'Add to Asite' option for a project, the selected job on Sage Intacct will be created as a new project on Asite. If you already have access to a project with the same name on Asite, you have an option to link the selected job to that particular project. If not, you still have an option to map it to any one of the existing project accessible to you on Asite or create a new project from a selected project template as required.

    • edit the project name on Asite for selected record by clicking on the corresponding project name under 'Asite Name' column (if record not added).

    • manually sync any changes made later after the last sync to any of the selected record in Sage Intacct using the 'Resync' option in Asite (if record already added).

  • For your cost-codes list on Asite, you have an option to:

    • view existing cost-codes based on their related projects

      • Cost-codes are synced and listed based on the project to which they are related on Sage Intacct. The linked Asite project will have the cost-code created as a configurable attribute.

      • If project is not synced, related cost codes won't be synced as well.

  • Define additional administrators to manage the Sage objects information on Asite based on the integration setup.

Prerequisites

  • An active Asite CDE subscription + Asite API permission

  • An active Sage Intacct plan

System Requirements

Any popular web browser – like Google Chrome, Mozilla Firefox, Microsoft Edge.

How does it work?

  • Login to Asite: https://www.asite.com

  • Navigate to the Admin tab --> Select Integrations function --> Select 'Create Integration' --> Select 'Sage Intacct' Integration and complete the Sage Intacct setup to activate the integration (Option to manage integrations is available only if you have required system level privilege). Reach out to your Asite point of contact if required.

  • If the setup is successful, you will be able to click on related integration name from the integrations listing and configure your sync settings. All objects are selected for integration by default (which includes 'Customers', 'Vendors', 'Vendor Contacts', 'Projects' and 'Cost-Codes') and it cannot be changed.

  • Once required object information is synchronized, you will be able to click on related integration name from the integrations listing and see the available records in the listing by selecting the related type of object.

  • Once the setup is running and active, it can be edited or deactivated later as and when required from the integrations listing.

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