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Syncing Clients and Users

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

A one-way sync imports Sage Intacct clients and users into Sage PSA. An automated daily sync ensures client and user details are consistently updated to match Sage Intacct. Any modifications made to clients or users in Sage PSA will be overwritten during this daily synchronization. 

This article covers:

Syncing Clients

Clients can be imported in bulk or synced manually.

To sync clients

  1. Click Admin. 
  2. Select Clients from the dropdown. 
  3. Use Import from Sage Intacct to import clients from Sage Intacct into Sage PSA.
    ImportClient.png
  4. Successfully imported clients will display the Sage logo under Integrations on their client profile. 
    ClientProfile_SageLogo.png

The chart below identifies the field mapping for clients across Sage Intacct and Sage PSA. 

Sage Intacct

Sage PSA
Name Name
Address Street
Zip Zip
City City
Country Country

Clients sync rules

  • In Sage PSA, customers are referred to as clients.
  • If a customer in Sage Intacct is removed, the corresponding client in Sage PSA is unlinked but not removed. The client may be manually re-linked to Sage Intacct.
  • If a client is removed in Sage PSA, the corresponding customer in Sage Intacct will not be removed. The customer may be manually re-imported into Sage PSA.

Syncing Users

Bulk import users from Sage Intacct. 

To sync users

  1. Click Admin. 
  2. Select Resources from the dropdown. 
  3. On the People tab, use Import Team Members from Sage Intacct to import users from Sage Intacct into Sage PSA.ImportUsers.png
  4. In Import Team Members from Sage Intacct, select the permission level you wish to assign and the team members you wish to import from Sage Intacct. For details on permission profiles in Sage PSA, see Sage PSA Permission Profiles. 
    ImportUsers_Permission_TeamMember.png
  5. Opt to Assign imported team members to their Sage Intacct departments, if desired.
  6. Click Import Selected Team Members. 
    ImportUsers_Confirmation.png
  7. Successfully imported users will display the Sage logo under Integrations on their user profile. 
    UserProfile_SageLogo.png

The chart below identifies the field mapping for users across Sage Intacct and Sage PSA. 

Sage Intacct Sage PSA
PERSONALINFO > CONTACTNAME first_name last_name
DEPARTMENT department
STARTDATE start_date
TITLE job_title

Users sync rules

  • To invite users to Sage PSA, an Admin will need to add an email address to each user profile in Sage PSA. 
  • If a user is removed in Sage Intacct, the corresponding user is unlinked in Sage PSA but not removed. The user may be re-linked to Sage Intacct. 
  • If a user is removed from Sage PSA, the corresponding user is not be removed from Sage Intacct. The user may be manually re-imported into Sage PSA.

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Next step: Syncing Projects and Tasks

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