For all the features of Sage Intacct, you won’t get very far if you can’t import your data into the programme to begin with!
Fortunately, Sage Intacct has multiple ways of letting you do this. We’ll go through some of them in today’s tip.
Import Files
In Sage Intacct, go to Company > Setup > Import Data.
This will take you to the Company setup checklist, where you’ll be able to see a list of all the types of data you can import into the software.
If you click on Template next to any of these, you can download a template which you can then edit in Microsoft Excel.
Headers in the template cannot be changed.
Rows that start with a hashtag (#) will be ignored by the system. This is good if you want to double check that accounts have balanced, without including that data in your import.
Information about character length is useful if you’re importing payment files – you can set a certain character length limit.
Note: As the default file does contain every area of information, you can delete any that don’t apply to whatever information you’ll eventually look to import.
PKF SCS can send you versions of these files that only include the columns you need; please contact us for more information.
Common Errors
Incorrect Import Files for Areas in the System
If you try and put, for example, an Accounts Payable import file into Purchasing, the file will not work.
You should always make sure you are uploading import files to their related areas in the system.
Incorrect Date Format
Dates in Sage Intacct should always be in the DD/MM/YYYY format.
The first few times you use Sage Intacct, the format might not be applied automatically. Because of this, we would always recommend checking carefully to make sure your dates are in the correct format.
Incorrect Field Format
Sage Intacct is sensitive to changes in data – so for example, if your dimension code is ‘D101’, it will only accept that exact code, not ‘d101′. Or, if terms are set up as ’30 Net’, the system won’t accept just ’30’.
Incorrect Level (Top Level vs Entity Level)
As some systems aren’t set up to show errors for this, it’s one to make sure you check yourself.
In Sage Intacct, you can quickly see if you’re at the top level or entity level by looking for the small box near the top of your screen, which will have either ‘top level’ or ‘entity level’ displayed.
Values Not Formatted As Numbers
Because of Intacct’s sensitivity, it will tend to give you error messages if you use currency symbols or commas when putting in currency values.
To solve this, make sure to input currency values purely as numbers – so, instead of £3,000, put 3000.
Marketplace Partners
When it comes to systems you can integrate with Sage Intacct, it’s easy to find more information.
On your homepage, scroll down until you find the Resources section.
Under Resources, click on Marketplace Partners.
This will open a separate screen where you can browse the Sage Marketplace, using the categories in the sidebar to narrow down your options.
APIs
Sage Intacct has an open API. This means that any developer can use the API to get calls for the different areas of the system.
Anything you do manually in Intacct can be configured to be done by the API, using a mix of generic and legacy functions.
The API uses either Postman or SDK options (the SDK options are shown in the image on the right).
We have developers available who can help you build your API, or you can use your own in-house developers.
For more general guidance about aspects of the Intacct API, go to https://developer.intacct.com/api/. Here, you can look at each aspect of the API, sorted by category.
With step-by-step code instructions, your developer has a full view of how they would build the necessary API call.
API functions
Generic Functions can operate on multiple types of objects.
For example, <create> can add a new account in General Ledger, a new bill in Accounts Receiveable, etc.
Other examples: <read>, <update>, <delete>.
Object Specific Functions only work on one type of object.
For example, <create_customer> can only be used to create a new customer in Accounts Receivable.
These functions are labelled as Legacy in the documentation. This means they’re not enhanced in new releases – but they will not be deprecated, either.
Other Frequently Asked Questions
How long does it take for imported files to show in Intacct?
Once you’ve imported a file, it should take about 5 minutes for you to receive an email notifying you that your data has been fully imported. This can take longer if you are importing more data.
From here, all you need to do is refresh your page, and you should see the data you’ve just imported.
How can I change my current solution to one that integrates with Sage Intacct?
Firstly, speak to your current provider to see if Intacct integration is something they’re looking to do in the future.
If you do this and find that you still want to move over, you can contact the new service provider directly, or come through ourselves at PKF SCS.
What’s the process of building out an API using PKF SCS’ developers? How long does it take?
This really depends on the specifics of the API itself.
In the first instance, you can contact us. A member of our trained support team will take you through an initial scoping call, clarifying exactly what you’re looking for.
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For more support concerning your Sage system, take a look at our Sage Support Service. Contact us via the enquiry forms or call 01332 959 008.
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