Prepare Sage Intacct
Your Sage admin turns on the Web Services subscription, at no extra charge, and sets up an integration user from our guide.
Accounting integration
INGENIOUS.BUILD and Sage Intacct Integration
Approved budgets, contracts, change orders and invoices go to Sage Intacct with one click. Projects, cost codes, GL accounts, vendors and paid status come back on their own.
What syncs
What goes to Sage Intacct, and what comes back
INGENIOUS.BUILD → Sage Intacct
Sent with one click
On any approved record, click Sync to Accounting. Nothing is sent before that.
- ContractsbecomesPurchase Orders
- Change OrdersbecomesPO Change Orders
- Invoices on a contractbecomesVendor Invoices
- Invoices without a contractbecomesAP Bills
- Budgets and budget changesbecomesProject Estimates
Sage Intacct → INGENIOUS.BUILD
Brought in automatically
Five times a day, or right away with Sync now.
- ProjectsbecomesProjects
- Standard and project cost codesbecomesAccounting Cost Codes
- GL AccountsbecomesGeneral Ledger
- AP VendorsbecomesCompanies
- Paid statusbecomesInvoice statusEvery 4 hours
- Project EstimatebecomesBudgetOne-time import for a new project
Stays in Sage Intacct by design:
- Payments
- Vendors
- GL accounts
Sage Intacct stays your system of record. We read these, never change them.
See it sync in a demo
We'll walk through it with your own Sage Intacct setup in mind.
Setup
Connect in three steps
Sign in and allow
Sign in on Sage Intacct's own page and click Allow. We never see the password.
Map once, then sync
Match projects, cost codes and vendors once. After that, every sync is one click.
FAQs
Sage Intacct integration questions
Setup, sync timing and what is supported.
Are you adding more functionality to this integration?
We are continuously evaluating and adding new fields to our integrations. If you have a critical field you need added in order to make this integration function, please reach out to our Integrations team at integrations@ingenious.build.
Which Sage Intacct modules are required?
Sage Intacct Construction, meaning the Projects module with the Construction subscription, plus General Ledger, Accounts Payable and Purchasing. Budgets and cost codes use Construction's project estimates and cost codes.
Do I need middleware or a connector?
No. INGENIOUS.BUILD talks to Sage Intacct directly through the Sage API, with nothing to install or keep running. You connect by signing in on Sage Intacct's own login page and clicking Allow, so we never see your password.
How often does the integration process information?
Budgets, contracts, change orders and invoices go to Sage Intacct when a user clicks Sync to Accounting on the approved record. Projects, cost codes, GL accounts and vendors come in from Sage Intacct five times a day, or right away with Sync now. Paid status of synced invoices is checked every 4 hours.
Are there any notable unsupported items with this integration?
Multi-currency, VAT/GST, user-defined dimensions and Materials Tracking are not supported. Payments are not sent to Sage Intacct (paid status comes back), and direct job costs are not imported from it.
Will the integration sync previous project data?
Projects, Companies, and Cost Codes can be linked between INGENIOUS.BUILD and Sage Intacct regardless of their start date, and a project budget can be imported from its Sage Intacct project estimate. Invoices, contracts and change orders sync from INGENIOUS.BUILD going forward.
Get Started
Build the Future, Together.
See how your next project runs on one connected platform.
- 6+ hrs
- Saved daily on manual work & reporting
- 90%
- Decreased project risk
- 50%
- Less admin work
Reported by active INGENIOUS.BUILD users. Time savings figure reported by users with INGENIOUS AI enabled.