Getting Started with Sage Intacct

How to work with Sage Intacct

How do I pair?

Here are the steps:

Log into Connex.
Click add a selling channel and pair a selling channel.
On the pair accounting system page, choose the other tab.
Choose Sage Intacct.
Follow these steps to create a web services user.
Complete the Connex install wizard.

In what direction can you sync?

We can perform a two way order sync. We can sync payments for paid orders. We can sync invoices to Sage Intacct. We can sync stock updates from Sage Intacct to selling channels.

How do fields map?

Our software creates sales invoices. You can find sales invoices under order entry > sales invoice menu. If you want to create sales orders, please contact us about custom software development.

To map warehouse, location and department on line items contact us. Here is a list:

Sage	Connex
Billed to	Customer name or company
Date of Issue	Order Date
Due Date	Due Date
Invoice Number	Order number. We can use the next number from Xero.
Reference	Order number
Amount Due	Order total
Item ID	Product SKU
Warehouse	Warehouse. Mappable in our rules engine. Go to map inventory site.
Location	Location. Mappable in our rules engine. Go to map order department.
Unit of measure	Contact us. Not mapped, but it can be added.
Qty	Quantity
Price	Unit Price
Discount	Added as a separate line item.
Tax amount	Tax amount
Shipping paid	Shipping paid
Shipping method	Added as a separate line item.
Note	Customer note
Payment amount	Payment amount
Payment mate	Payment date
Payment method	Payment method
Customer address	Billing address and shipping address
Customer phone and email	Phone and email of incoming order