Invoiced integrates with Sage Intacct out of the box, a best-in-class cloud ERP. This document outlines how to setup and use the Intacct integration.
The Intacct integration ships with the following capabilities:
Order Entry Invoice
Order Entry Return
In order to set up the Intacct integration you first need these pieces of information:
Below we will show you how to connect Intacct with Invoiced, step-by-step.
The next step is to set up a web services user for Invoiced on Intacct. It is recommended that you use a dedicated web services user for Invoiced in order to ensure it has the correct permissions. We also recommend against using a non-web services user because any password changes would break the integration.
The Invoiced Customization Package generated in the previous step should be installed on Intacct to add new custom fields and Smart Events needed by the integration.
Once the integration is fully configured, new transactions will sync with Invoiced automatically.
Reading data from Intacct to Invoiced will sync instantly.
Writing data from Invoiced to Intacct will sync instantly.
Once the integration is fully configured, new transactions will sync with Invoiced on a going forward basis. The integration does not sync data created prior to the integration being installed. See the Importing Data for instructions on how to import transactions prior to installing Invoiced.
We support setting line item dimensions and other fields on Intacct that do not have a standard Invoiced field. This can be useful if you are first creating invoices on Invoiced and posting to Intacct.
The mappings happen automatically when a line item on Invoiced has a custom field with a specific ID that corresponds to a specific field on Intacct. This gives you granular control of the data sent to Intacct and enables you to take advantage of dimensions.
Invoiced Custom Field ID
GL Account Number
Offset GL Account Number
Deferred Revenue Account Number
Rev Rec Start Date
Rev Rec End Date
Rev Rec Template ID
Here we have documented all of the limitations, nuances, and edge cases to be aware of when using the Intacct integration.
When a record fails to sync you will be able to see the error message in the Reconciliation Errors section in Settings → Accounting Sync. Normally the error message will include the record identifier that failed and a detailed reason why it could not be synced. Oftentimes there is a manual action required on your end. Once that is resolved you can either ignore or retry the record.
Below we have documented commonly encountered errors and recommended resolutions. If you are still unable to get your data synced then please contact firstname.lastname@example.org for further assistance
Your Intacct company ID is required in order to connect the integration. You can obtain your company ID from Intacct with these steps:
non-200 status code: 401
We could not connect to Intacct using the credentials you provided. Please make sure the Intacct company ID, username, and password are correct.
A transaction with the number 'XXX' already exists.
If you see this error message then there is already a different invoice with the same number on Intacct. It is recommended that you choose a unique invoice # for the invoice that is being synced.
Please provide a payment batch key.
Change the Payments Summary frequency to either Daily or Monthly. To do so, complete the following steps in Intacct:
When a DL02000001 error code is encountered then that means the integration attempted to retrieve a field that did not exist on an Intacct object. This could happen if you have modified an object definition to remove or modify a standard field that our integration requests, or if you have configured the integration to pull in a custom field that does not exist on Intacct.
You cannot make payment for foreign currency invoice for payment method "XXX" using Undeposited Fund Account.
If you are in a multi-currency environment then you might see a BL02000051 error code. You can only post a payment to an undeposited funds account if the payment is in your base currency. When you see this error the solution is to use a bank account (instead of an undeposited funds G/L account) for that currency/payment method combination in order for the payment to post to Intacct.