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Connecting Sage PSA

Becky
  • Updated
This article relates to Sage PSA. For help with Forecast, see Forecast Help Center.

Now, you are ready to configure the Sage PSA integration. If you have not yet enabled web services, check out Prerequisites for Sage PSA before proceeding to connect the Sage PSA integration.

This article covers:

Connecting Sage PSA

  1. Log into your Sage PSA site, https://sage.forecast.it/login.
  2. From Admin, select Configure Sage PSA.
  3. Under Connection, complete the form with the details defined in Prerequisites for Sage PSA.
    Step1_ConfigureSagePSA.png
    Tip: Location ID is the identifier of a Sage Intacct entity, commonly used to represent a company's subsidiary. Providing a Location ID ensures data is retrieved only for the specified entity. If Location ID is blank, Sage PSA will import from all Sage Intacct entities. Specify a single entity in the Location ID field and Sage PSA will import data only for that entity. It is not possible to specify multiple entities in the Location ID field. Best practice is to provide a Location ID to limit data imported to an individual entity when fetching customers or purchase orders.
  4. Click Connect.

Connection status

Once connected, Connection status will display as Connected and data will start syncing.

Note: Active or Running projects with an end date within 12mos prior to the integration connection date or any date in the future will be synced. Timesheets sync only if their associated project is synced.

Step2_ConfigureSagePSA.png

Configuration Settings

Configuration Settings identifies your source of truth for timesheets. With the default-selected Use PSA Timesheets, time entries are managed in Sage PSA and imported to Sage Intacct. To use Sage Intacct as your source for timesheets, remove the default selection and Update Settings. Timesheets entered in Sage Intacct will now import to Sage PSA. 

Note: Timesheets sync only if their associated project is synced. If a project is not synced, time entries reported against it will not sync.

Use Sage PSA Timesheets sync rules

  • Use Sage PSA Timesheets is selected:
    • Time entries made in Sage PSA are exported to Sage Intacct.
    • Time entries made in Sage Intacct are not imported into Sage PSA.
    • Only Sync Approved Time is also selected by default.
      • This ensures only approved timesheets are synced to Sage Intacct. 
  • Use Sage PSA Timesheets is not selected:
    • Time entries are imported from Sage Intacct.
    • It is not possible to create time entries in Sage PSA.
    • Any employees associated with time entries who are not yet imported into Sage PSA are imported from Sage Intacct.

UPDATED_ConfigurationSettings_Use_Sage_PSA_Timesheets_20250321.png

Additional rules and behavior for timesheet syncing can be found in Syncing Timesheets. 

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