Sage Intacct Integration

Created by Disha Munoth, Modified on Wed, 14 Feb 2024 at 05:30 AM by Disha Munoth

Overview


Spendflo seamlessly integrates with Sage Intacct to streamline spend management processes and provide valuable insights into your organization's expenses. By leveraging Spendflo's integration with Sage Intacct, you can effectively monitor actual expenses against planned or contracted expenses, identify opportunities to optimize spending, and enhance overall financial visibility.


Features:


Expense Comparison: Spendflo enables you to compare actual expenses against planned or contracted expenses within Sage Intacct. This comparison helps identify any discrepancies or deviations, allowing for proactive cost management strategies.


Shadow IT Detection: With Spendflo's integration, businesses can uncover instances of Shadow IT by analyzing expense data within Sage Intacct. This feature helps identify spend on unsanctioned applications, enabling organizations to mitigate risks and consolidate redundant subscriptions.


Optimization of SaaS Inventory: Spendflo facilitates the identification of under-utilized or obsolete applications within Sage Intacct. By pinpointing unnecessary subscriptions, organizations can optimize their SaaS inventory, reduce costs, and improve resource allocation.


Steps to Install Sage Intacct Integration

1. Go to Settings -> Integrations -> Available apps -> Sage Intacct 


2. Click Connect to start the integration 


3. Review permissions & click Continue to proceed with the integration 

Enter the Company ID


4. Log into your Sage Intacct application.

5. If your Sage Intacct application is a multi-entity organization, ensure the Top Level entity is selected

6. Navigate to Company > Setup > Company

7. The Company ID is the ID value in General Information tab.

Populate this on the Spendflo window. 




Enter the Sender ID & Password, Sender Location 


8. To retrieve your Sender ID and Password you'll need a Web Services Developer License. If you have not yet received your Sender ID and Password or do not have a Web Services Developer License you will need to reach out to your Sage Intacct Account Manager. 


The Location that should be provided can vary depending on the setup of your Sage Intacct instance.


  • If your Sage Intacct application is NOT a multi-entity organization, populate the value in Spendflo with ALL.
  • If your Sage Intacct application IS a multi-entity organization, and you want to link the Top-level organization, populate the value in Spendflo with ALL.
  • If your Sage Intacct application IS a multi-entity organization, and you would like to link a specific entity, follow the steps below.

1. Log into your Sage Intacct application.

2. Ensure you have selected the entity you would like to link selected.

3. Navigate to Company > Setup > Entities.





9. Populate the value in Spendflo with the Entity ID displayed in the grid.

If you'd like to link to the Top Level of your Sage Intacct instance enter a value ALL in the location ID field.



Enter the Web Services User ID & Password

10. Create a Web Services User with the appropriate permissions and enter the User Id and Password of the Web Services User & click submit. (For detailed instructions click here)



11. Click on Finish Setup. Integration with Sage Intacct is now successful. 


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