Syncing clients, users and departments with Sage Intacct

With the Forecast and Sage Intacct integration it is possible to import your team members and departments to easily onboard your organization and get started working on projects. Furthermore clients can be imported or synced with Sage Intacct to synchronize work, time, billable hours and charge them more efficiently.
To learn more about configuring the Sage Intacct & Forecast integration, see Overview of the Sage Intacct integration.

This article includes:

• Importing or linking clients with Sage Intacct
• Importing departments from Sage Intacct
• Importing or linking team members with Sage Intacct

Importing or linking clients with Sage Intacct

For the data sync between the platforms to work, Clients need to be linked to or imported from Sage Intacct as the very first step in configuring the integration. 

To import Sage Intacct Customers to Forecast

This option is particularly useful when there are no Clients registered in Forecast or when a bulk upload from Sage is required. 

1. Click on Admin in the top bar. 
2. Select Clients from the dropdown.
3. From the Clients page click on 'Import from Sage Intacct'. 
   
4. In the pop-up window, select the Sage customers you want to import from the list, and Click on Create Clients.
5. Clients profiles will be automatically imported into Forecast. If you are importing clients, in addition to existing Forecast clients, this will not override your list. 

To sync existing Forecast Clients with their Sage Intacct Customers profiles

If you already have clients set up in Forecast, you can link them with their Sage Intacct corresponding customer profile.

1. Click on Admin in the top bar. 
2. Select Clients from the dropdown.
3. In the Clients page, click on the client you want to associate with Sage Intacct.
4. In the Client's profile page, scroll down to the Sage Intacct section.
   
5. Select the corresponding Sage Intacct Customer profile from the dropdown. 
6. In the confirmation modal, click on Link.
7. Once the linking is successful the section will display the following message "This client is linked to a Sage Intacct customer".

Importing departments from Sage Intacct

With the integration it is possible to import your Sage Intacct Departments into Forecast to quickly organize your team members and ensure your organizational structure is aligned in both platforms. Once departments are imported, Forecast will regularly check to see if there have been any changes to departments in Sage Intacct and update synced departments appropriately. If you wish to assign team members to their departments, check out Importing or linking team members with Sage Intacct.

To import departments

1. Click on Admin in the top bar. 
2. Select Resources from the dropdown.
3. In the Resources page, click on Departments.
4. Click on 'Import Departments from Sage Intacct' on the top right.
   
5. In the modal, select the departments you want to import. This is a list of all the departments created in Sage Intacct.
   
6. Click on 'Import Selected Departments'. Your departments are now imported from Sage Intacct.
   

Importing or linking team members with Sage Intacct

Import in just a few clicks your Sage Intacct users to avoid having to manually set them up. If team members have already been added to Forecast they can be easily linked to their respective profiles in Sage.

To import team members 

1. Click on Admin in the top bar. 
2. Select Resources from the dropdown.
3. In the Resources page, click on People.
4. Click on 'Import Team Members from Sage Intacct' on the top right.
   
5. In the modal, select the permission level that needs to be assigned to the team members that are going to be selected right after.

6. Select the team members you want to import.
   

7. If you have already imported departments from Sage Intacct and these users should be assigned to them, check the option 'Assign imported team members to their Sage Intacct departments'.
   Checking this option will automatically assign the right departments for all Forecast team members synced with Sage Intacct.
   

8. Click on 'Import Selected Team Members' to complete.

To link existing team members 

1. Click on Admin in the top bar. 
2. Select Resources from the dropdown.
3. In the Resources page, click on People.
4. Click on the user you want to link to Sage.
5. In the user's profile page, scroll down to the Sage Intacct section.
6. Select the Sage Intacct user profile you wish to associate with this user. Now the user is linked to its respective Sage profile.