Asite’s integration with Sage allows an enterprise to synchronize any object information from Sage Intacct systems, including customers, vendors, vendor contacts, projects, and cost-codes.
This integration allows the exchange of documents and information from Sage systems for facilitating the processing and converting it into the desired format output, which is pushed back to the Sage system or can be exchanged with other partner tools or backend systems for further processing.
About Sage
Sage is a 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 about your objects in the 'Sage Intacct' system appears as a separate list in Asite (including customers, vendors, vendor contacts, projects, and cost codes).
Keep all your object information lists up-to-date based on a set schedule, depending on the 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 the record is not added).
When using the '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 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 the selected record by clicking the corresponding organisation name under the 'Asite Name' column (if the record is not added).
Manually sync any changes made after the last sync to any of the selected records in Sage Intacct using the 'Resync' option in Asite (if the record is 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 the 'Add to Asite' option for a vendor contact, if the email address of the 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 that 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 after the last sync to any selected record in Sage Intacct using the 'Resync' option in Asite (if the record is 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 the record is not added).
When using the '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 can link the selected job to that project. If not, you still have an option to map it to any one of the existing projects accessible to you on Asite or create a new project from a selected project template as required.
Edit the project name on Asite for the selected record by clicking the corresponding project name under the 'Asite Name' column (if the record is not added).
Manually sync any changes made after the last sync to any selected record in Sage Intacct using the 'Resync' option in Asite (if the record is 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 in Sage Intacct. The linked Asite project will have the cost-code created as a configurable attribute.
If a project is not synced, its cost codes won't be synced.
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, or Microsoft Edge.
How does it work?
Log in to Asite: https://www.asite.com
Navigate to the Admin tab --> Select the 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 the required system-level privilege). Speak to your Asite point of contact if needed.
If the setup is successful, you can click the 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 the required object information is synchronized, you can click the related integration name from the integrations listing and see the available records by selecting the related object type.
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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