For businesses that use Sage Intacct, Order.co offers a direct integration of invoices and credit memos. See your fully coded invoices as soon as they post! You can also use the integration to easily add your accounting codes to your Order.co account.
Requirements for Integration
To set up the integration, you will need the following:
- Full admin privileges in Sage Intacct and user role permissions
- Your Sage Intacct Company ID
- To configure Sage Intacct Web Services - a Web Services User will need to be authorized to enable the integration
Linking your Sage Intacct account
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Navigate to Accounting Integrations. Click Get Started, Select the “Sage Intacct” tile and click Continue.
- Our setup guide will walk you through the required steps with detailed instructions for enabling integration in your Sage Intacct Account. Each step also has a helpful video linked!
- Once you complete the integration setup, you will be directed back to the Accounting Integrations page. You’ll see that your Sage Intacct account is now listed. If you have multiple entities in Sage Intacct, you can link those as well!
Mapping Your Codes
Invoices must be fully coded to post successfully to Sage Intacct. If you have not yet added accounting codes to your Order.co account, you can use the integration to push codes from Sage Intacct into Order.co!
First, you will need to create a code category, which should match your Sage Intacct Accounts or a Tracking Category. You can do so from the Coding page under Manage Organization>Company. Code categories can be created without adding codes, but are required to complete any mappings.
Then, return to the Integrations page and click Manage code mappings to start adding codes.
Order.co must be set up as a Supplier before invoices will post in Sage Intacct. Opening the Suppliers mapping will prompt you to map Order.co as a vendor to Order.co in your list of suppliers.
Once you've completed the supplier setup, choose one of your Sage Intacct categories and click Start mapping. You will be prompted to pick an Order.co code category to map to your tracking category.
Once you've selected the code category, you can either begin mapping codes or adding codes directly from Sage Intacct! To add a new code, select the Sage Intacct code on the left and then click Add code to Order.co. This will save the code to the Order.co code category and save the mapping! To map existing codes, select your Sage Intacct code on the left and the corresponding Order.co code on the right and click Add!
Completing the Integration
Before posting invoices to Sage Intaact, you must update your Integration settings under Payments & Billing > Integration Settings. Check the box to finish setting up your integration and click Update.
Once you have completed the integration, Invoices and Credit Memos will post automatically into Sage Intacct on the morning of the invoice issue date. To see when your next invoice will be posted, check the Invoices Page for your billing cycle information. Invoices that post successfully will appear with a "Posted" badge.
Important information about our Sage Intacct Integration
- At this time, Order.co is not accepting payment through Sage Intacct. Users will need to pay invoices directly on the platform, or remit payment via ACH, then mark the bill paid in Sage Intacct. Invoice numbers can be found in the memo section of each bill.
- Users will need access to the Invoices Page and accounting codes in order to set up this Integration. For more information about Accounting Codes, the Billing Page, and Paying Invoices, please visit our Help Center for the relevant articles.
- After Adding or Deleting codes in Sage Intacct, always check the Integration page for new or interrupted mappings.
- An invoice with missing codes will not post to Sage Intacct. If an invoice fails to post, the Order.co team will reach out with next steps.
- Order.co cannot post to top-level Sage Accounts, only Entity level.
If you need help with your integration, please reach out to your Customer Success Manager or our Support team at support@order.co!