Integrate with Sage Intacct

Connecting Extend with your Sage Intacct account will save you hours of tedious manual data entry by automatically importing card transactions and metadata.

Once you’ve connected the integration, your Sage Intacct codes will automatically sync to Extend’s expense categories. This synchronization allows you to tag your transactions with the corresponding expense categories and proactively reconcile expenses as they happen.

Additionally, each cleared transaction that pushes from Extend to Sage Intacct will include additional data, like virtual card name, last 4-digits of the virtual card, and any notes.

Note: Only Owner and Admin roles have permission to connect and manage an integration for the organization. Bookkeeper roles cannot manage the integration, but can sync transactions to Sage Intacct.

Quick tips before you get started:

1. Confirm that you are a Sage Intacct admin. If you do not hold an admin role in Sage Intacct, you will need to contact your company’s Sage Intacct admin to complete the integration and authentication process.
2. Confirm you have a registered card account in Extend. If not, you will need to register a company credit card before beginning the process.
3. Confirm you have defined a credit card account(s) in Sage Intacct. If not, you will need to complete the credit card account setup in Sage Intacct before connecting.
4. If you have an existing integration connected to Extend, you must first disconnect it before connecting to Sage Intacct.

Connecting to Sage Intacct Desktop:

1. Open the Extend web app.
   
    
2. Select Settings from the main navigation.
   
    
3. Once in your Org Settings, navigate to the Integrations tab and click Connect on the Sage Intacct tile.
   
   Note: Extend only supports one integration per organization. If you are already connected to another integration, you will need to disconnect that one first to be able to connect with Sage Intacct.
   
    

4. Next, complete the series of on-screen prompts to confirm the integration and authenticate the connection with your Sage Intacct account.
   
    
5. You will be prompted to add the web services authorization. Follow the steps to copy and paste the Sender ID and Description into the Web Services sender information window in Sage Intacct.
   
    
6. Next, you will be prompted to create a web services user. Follow the steps to copy and paste the user ID and Username into the User information tab.
   
    
7. You will then be prompted to create a role for the web services user and Assign permissions to role. 
   
    
8. In just a moment you should receive an email with the web services user credential, Sage Intacct company ID. Once you receive that proceed to the next step and paste in the Sage Intacct company ID.
   
    
9. By confirming the connection you are allowing Extend to access the following information for use coding your transactions. 

10. Once authenticated, select the default Sage Intacct account you will push your transactions to, and your company’s default tax rate.
    
     

Note: The account type must be ‘credit card’ within Sage Intaact.

Once the connection is successful, you will see a green congratulatory banner at the bottom of the screen. The Sage Intacct tile on the Integrations tab will also indicate “Connected.” 

 

Any cleared virtual card transactions will be available for you to review and sync to Sage Intacct

To push your transaction data into Sage Intacct, please refer to Sync transactions to your accounting service.

For more information on setting up your expense categories, please refer to Creating and managing expense categories.

FAQs  

1. What version of Sage is supported?
   Extend supports integrating Sage Intacct
2. What data will be populated in Sage Intacct?
   Each cleared transaction will include:
   1. Transaction date and amount
   2. Expense category code data will populate the respective fields
   3. Virtual card metadata will populate the Memo field, including virtual card name, last 4 digits of virtual card, RCN name, last 4 digits of RCN, transaction reference ID, and any notes entered within Extend
3. Who can connect to Sage Intacct?
   Anyone who is a Sage Intacct admin at your company will be able to set up the Sage Intacct integration, but this person must also have the Owner and Admin role in Extend in order to complete the process.
4. What if I need to make a change to an Extend transaction?
   Once a transaction has been sent to Sage Intacct, any updates to a transaction’s expense categories in Extend will not be reflected in Sage Intacct. Updates must be made directly in Sage Intacct.
5. What if I make a change to my Sage Intacct codes?
   Changes to your Sage Intacct GL accounts, classes, locations, customers, projects, and vendors will sync to Extend within 24 hours.
6. Will my transactions automatically push to my Sage Intacct account?
   You must manually push a cleared transaction to Sage Intacct. You may add or edit the expense categories at the transaction level before pushing the transactions to your Sage Intacct account. Each transaction must have an expense category before you can request the sync process. Once pushed, any change to the expense categories must be edited directly in Sage Intacct.
7. What happens if I do not see my Extend transaction in my Sage Intacct account?
   We will display a Sage Intacct icon at a transaction level within Extend when the transaction successfully pushes to your Sage Intacct account. Also, if the transaction fails for any reason, a failure icon will appear and you can attempt to sync again.