Forecast's integration with Sage Intacct makes it fast and efficient to get paid for the work you do. Leverage the complete power of Sage Intacct to control financials and utilize Forecast to gain total clarity in your project delivery. Seamlessly synchronize work, time, billable hours and charge your clients more efficiently.
Integrating Forecast and Sage Intacct allows you to:
- Improve the accuracy of revenue forecasts and boost your resource utilization.
- Enhance company communication between your core departments, sales, project delivery teams, accounting, and clients with greater transparency.
- Holistic view of programs, projects, time, resources, budget, and profitability in real-time across both accounting and delivery teams.
- Minimize effort spent on manual data entry by connecting internal systems and sync invoices, work and expenses across.
This article includes:
- About the integration
- Integration requirements
- Resources
- Configuring the Sage Intacct integration
- Disabling the Sage Intacct integration
About the integration
With the integration it is possible to seamlessly import clients, team members and departments into Forecast from Sage Intacct. Furthermore it is possible to export work from Forecast such as projects, tasks and timesheets, while invoices can be synced across the two platforms. The picture below shows how data is synced across:
Integration requirements
Before getting started, a Sage Administrator will need to:
- Enable web services in Sage Intacct under Company > Admin > Subscriptions.
- Authorize your Web Services sender ID for the company.
- Create your user ID for the integration. Typically, this will be a Web Services user account, which does not include UI access (see Web Services users in the Sage Intacct product help).
Resources
- Syncing clients, users and departments with Sage Intacct
- Importing Sage Intacct Purchase Orders
- Exporting Timesheets to Sage Intacct
- Syncing Projects and Tasks with Sage Intacct
- Exporting and syncing invoices with Sage Intacct
Configuring the Sage Intacct integration
You must be a Forecast Administrator to set up the integration. The setup process is divided into two main steps:
- Connecting Forecast to Sage Intacct - This step is to authenticate the integration so the sync can be allowed.
- Syncing Sage Intacct Customers with Forecast - (required) In order for invoices and projects to sync over correctly, "Client" is required by Sage Intacct and needs to be either imported from Sage customers database, or existing Forecast Clients need to be linked to their corresponding Sage customer profiles. See Syncing clients, users and departments with Sage Intacct for further information.
Connecting Forecast to Sage Intacct
To setup up the Sage Intacct integration
- Click on Admin in the top bar.
- Select Integrations from the dropdown.
- From the integrations tab find and click on Sage Intacct. This will take you to the integration page.
- Click on Activate.
- Fill the form that appears on the screen:
- Company ID
- Login username: The user ID created for the integration within Sage Intacct.
- Login password: The password for the user ID created in Sage Intacct.
- Sender ID: The sender ID configured under the Web Services settings for the company.
- Sender Password: The password for the sender ID configured under Web Services.
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Location ID: This option allows you to retrieve data only from a particular entity in Sage, this is particularly useful you are only looking to fetch customers or purchase orders from a specific subsidiary/entity in Sage. If no location ID is provided, data from ell the entities within the linked account are fetched.
⚠️Important: If you wish to export timesheets from Forecast to Sage Intacct, you will need to enter a Location ID. If you have a multi-entity instance of Sage Intacct, enter the top-level Location ID.
- Click Connect to connect Forecast to your Sage Intacct account. Once the connection is successful, it will show a confirmation message at the bottom and display the "Disconnect" button.
Disabling the Sage Intacct integration
Users with Admin permissions can disable the Sage Intacct integration in Forecast. After disabling the integration in Forecast, you'll stop the sync between Sage Intacct and Forecast. Any data previously imported when the integration was enabled will remain as is.
To disable the Sage Intacct integration:
- Click on Admin in the top bar.
- Select Integrations from the dropdown.
- From the integrations tab find and click on Sage Intacct. This will take you to the integration page.
- Click on Disconnect under the authentication form.
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