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Sage Intacct Integration Setup Guide

Learn how to set up and activate your Sage Intacct integration with INGENIOUS.BUILD using the Agave connector, including web services setup, credential configuration, record linking, and financial data syncing.

Written by Cara Alva
Updated over a month ago

Overview

Prepare and launch your Sage Intacct integration with INGENIOUS.BUILD using this step-by-step guide. This article walks you through preparing your Intacct environment, activating the integration, linking accounting records, and successfully syncing financial data between systems.

Prerequisites

Before beginning setup, ensure you have:

  • Company Settings access in INGENIOUS.BUILD

  • Administrative access in Sage Intacct

  • An active Web Services license in Intacct

If Web Services are not activated, contact your Sage Intacct Account Manager to:

  • Activate Web Services

  • Obtain your Sender ID

  • Obtain your Sender Password

Without Web Services enabled, the integration cannot be completed.

Process

Step 1: Authorize Web Services in Sage Intacct

Before connecting INGENIOUS, complete the following in Sage Intacct.
Agave provides detailed instructions on how to do this here as well:

  1. Authorize your Web Service Sender ID

  2. Create the required Web Services User

  3. Generate and confirm:

    • Company ID

    • Sender ID

    • Sender Password

    • User ID

    • User Password

Follow Agave’s Sage Intacct setup documentation to complete these steps within Intacct.

⚠️ If Web Services are not authorized, the integration will fail.

Step 2: Gather Required Connection Details

Before activating the integration in INGENIOUS, confirm you have:

Required Fields

  • Company ID

  • Sender ID

  • Sender Password

  • Web Services User ID

  • Web Services User Password

Ensure all credentials are active and accurate before proceeding.

Step 3: Start the Integration in INGENIOUS

Once Web Services are configured:

  1. Log in to INGENIOUS.BUILD

  2. Navigate to:
    ​Company Settings → Integration Hub

  3. Select Sage Intacct

  4. Click Start Integration

  5. Enter:

    • Company ID

    • Sender ID

    • Sender Password

    • User ID

    • User Password

  6. Click Save

Success Message

If successful, you will see a green confirmation banner indicating the integration was completed successfully.

Step 4: Link Accounting Records

After activation, link your accounting records before exporting financial data.

Link Accounting Vendors

  1. Navigate to:
    ​Contacts → Accounting Companies → Add Accounting Companies.

  2. Select Add Accounting Company.

  3. Choose the matching Sage vendor.

  4. Click Save.

Link Projects & Accounting Entities

  1. Open the desired project

  2. Navigate to:
    ​Project Settings → Integrations

  3. Complete the available fields, which may include:

    • External Project

    • External Accounting Entity

    • GL Account

Ensure these align with your Sage Intacct configuration.

Link Cost Codes

Tip! You can link Cost Codes from Lists & Templates → Project Cost Codes → Follow steps 2-4

  1. Open an existing project budget or ACR.

  2. Locate the cost code.

  3. Click the ellipses (•••) next to the cost code and select Edit.

  4. Under Connected Accounting Cost Code, select the matching Intacct cost code.

  5. Click Save.

⚠️ Important:

Accounting cost codes populate from the standard cost code catalog in Intacct , not from individual projects.

If a cost code does not exist in Intacct, financial records may sync without a cost code attached.

Step 5: Sync Financial Data to Sage Intacct

Once records are linked and financial items are fully approved, you can export them to Sage Intacct.

Supported Exports

  • Contracts

  • Contract Changes

  • Budgets

  • Budget Changes

  • Invoices

How to Sync

  1. Open the approved financial item.

  2. Click Sync to Accounting (top right corner).

  3. Wait for confirmation.

Confirmation Message

“Successfully Synced”

Where Data Appears in Sage Intacct

After syncing, records will appear in the following locations:

Contracts

(Exported as Purchase Orders)

Navigation:
Purchasing → Transactions → Order → Purchase Order

Contract Changes

(Exported as PO Change Orders)

Navigation:
Purchasing → Transactions → Order → PO Change Order

Budgets & Budget Changes

(Exported to Project Estimates)

Navigation:
Projects → Project Estimates

Invoices

(Exported as Vendor Invoices)

Navigation:
Purchasing → Transactions → Invoice → Vendor Invoice

Recently exported invoices may appear with a status of Submitted.

Best Practices

  • Link vendors, cost codes, and GL accounts before exporting.

  • Test the integration with one invoice or contract first.

  • Confirm data appears correctly in Intacct.

  • Verify cost codes and project mappings are correct before bulk exports.

Troubleshooting

Integration Will Not Connect

  • Confirm Web Services are activated.

  • Confirm Sender ID is authorized.

  • Double-check all credentials for accuracy.

Financial Records Sync Without Cost Codes

  • Confirm cost codes exist in Intacct.

  • Confirm cost codes are properly linked in INGENIOUS.

If issues persist, contact INGENIOUS Support and include:

  • The item you attempted to sync

  • Screenshots

  • Any error messages displayed

Summary

The Sage Intacct integration enables secure financial data exchange between INGENIOUS.BUILD and Sage Intacct.

By completing Web Services setup, linking accounting records, and confirming configuration accuracy, you can confidently sync contracts, budgets, invoices, and changes for streamlined financial management.

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