Tip Of The Week: Common Import Errors In Sage Intacct

Common errors to look out for:

• Have you got the correct import file for the correct area in the system?
• Is the date format filled in correctly DD/MM/YYYY?
• Are all fields in the correct format?
• Are you at the right level?
• Are your values formatted as numbers?

Have you got the correct import file for the correct area in the system?

When importing a file to Sage Intacct, you may be selecting the wrong file for the area in the system. For example, you might be trying to import a Purchase Invoice into Purchasing, rather than Accounts Payable (AP). This would not work, so it is important than you select the correct file for the correct area of the system.

Is the date format filled in correctly DD/MM/YYYY?

A common error is the date format being filled in correctly. Always check that the date format is DD/MM/YYYY. Usually, Sage Intacct will remember the format you select, however sometimes the format might change. For example, the format could change to MM/DD/YYYY, which can cause an error.

Are all fields in the correct format?

Sage Intacct is a precise system, so if any of the fields are filled in incorrectly, it can cause an error. For example, the system is case sensitive, so if your dimension code is ‘D101’ it will not accept ‘d101’.

Always make sure to check your imported data is exact, such as supplier ID’s, Department ID’s and terms, in order to avoid an import error.

Are you at the right level (Top level vs Entity level)?

Making sure you are at the correct level is crucial because your system may not be set up to alert you of an error. For example, you might be importing invoices and add them at Top level when they are supposed to be at Entity level. This could lead to being unable to find these invoice files. It is crucial to check you are at the right level and putting files in the right place in the system.

Are your values formatted as numbers?

As mentioned previously, Sage Intacct is a precise system and does not accept currency symbols (such as £) and commas. When importing excel spreadsheets, make sure there are only numbers in the data.

If you do make any errors when importing to Sage Intacct, you will receive error messages on your system. The error message usually determines where the error is, for example, invalid department. However, the alert will not explain what the exact error is, such as a lower-case D.

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