Getting Started with Sage Intacct

How to work with Sage Intacct

Is there a demo video?

Yes, here is a demo:

What are the prerequisites?

If Enforce IP address filters is activated, follow these steps:

1. In Sage, click Company > Company Info
2. Click EDIT
3. Click on the ‘Security’ tab
4. Go to the field labeled “Enforce IP address filters” and click the Edit icon.
5. Add Connex1 with IP 20.49.104.47 and Connex2 as 137.117.84.54.

How do I pair?

Here are the steps:

1. Log into Connex.
2. Click add a selling channel and pair a selling channel.
3. On the pair accounting system page, choose the other tab.
4. Choose Sage Intacct.
5. If you have Sage Intacct Enforce IP addresses activated, follow these steps:
   1. In Sage, go to 
6. Follow these steps to create a web services user.
7. 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 you match customers?

We match customers by the field customer name:

You can change the customer match in Connex settings > customer match. You can choose first name last name, company name or use a single customer. For more info, read this guide.

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: