Personal data in Sage Intacct

Personal data is data that is legally defined and protected under data protection laws such as GDPR and CCPA.

Guidelines

Sage Intacct is not intended to be a general data storage or file management application. Therefore, limit your collection and storage of personal data in Intacct only to data that is strictly necessary for your use of Intacct for its intended purpose as an accounting application.

If you need to include personal data in your accounting records in Intacct, follow these guidelines:

  • Only store personal data in the fields and objects listed below.
  • Do not store personal data in custom objects, custom fields, or user-defined dimensions.
  • Do not store personal data in attachments. See our recommended best practices for attachments.
  • Limit duplicate records that contain personal or sensitive data.

Personal data fields

The following standard fields may contain personal data and are protected in Intacct. Only store personal data in these fields.

Data category Field
Personally Identifiable Information (PII) 

Contact fields

  • Last name
  • First name
  • Middle name
  • Prefix (Title)
  • Company name
  • Address line 1
  • Address line 2
  • City
  • State or territory
  • Country
  • ZIP or postal code
  • Primary email address
  • Secondary email address
  • Primary phone
  • Secondary phone
  • Mobile phone
  • Pager
  • Fax
  • Primary URL
  • Secondary URL

Customer fields

  • Name
  • Primary contact
  • Bill-to contact
  • Ship-to contact
  • ABN

Employee fields

  • Primary contact name
  • Start date
  • SSN
  • Title
  • Birth date
  • Start date
  • End date
  • 1099 name
  • Hourly rate
  • Annual salary

User

  • Last name
  • First name
  • Email address
  • Contact name
  • IP address
  • Multifactor authentication information

Supplier

  • Name
  • 1099 name
  • Supplier location
  • Supplier account number
  • Name of bank
Personal health information (PHI)
Payment Card Information (PCI)
  • Cardholder name
  • Credit card account number
  • Expiration date
  • Security code
Banking Information
  • Name of bank
  • Bank routing number
  • Account number
  • ACH routing number
  • ACH account number