About the import service

The Sage Intacct import service provides a structured, user-friendly workflow for importing data into Intacct. You can preview, validate, and correct data in the import service before finalizing the import—ensuring accuracy and reducing errors.

The import service simplifies spreadsheet selection and field mapping, making the process reliable and repeatable. It also learns from your previous imports, streamlining future tasks.

The import service includes:

  • A workspace that remembers your previous imports.

  • Errors detection at the line and field level, with error messages at the point of need.

  • AI-assisted field mapping that improves over time as you do more imports.

  • Support for Excel files with multiple tabs.

Before you begin

Intacct recommends that you download a template. This provides you with the most current fields based on your company information.

You can use your own existing Excel or CSV file to begin an import. During the mapping process of the import service workflow you will map your columns to the corresponding fields in Intacct.

The import service workflow

" "

The process consists of these steps:

  1. Load your file into the import service workspace.
    Select the tab from your own file that you want to import first. This loads your data into the import workspace.

    Map your column headers to the Intacct fields.
    You can preview data and exclude columns by leaving destination fields blank. This mapping determines where the information will go in Intacct.

  2. Review your data

    The import service runs data validations against the file you load to the workspace. If errors are found, such as missing information or a journal entry is out of balance, the specific cells that need attention are highlighted for you.

  3. Edit your data as needed

    Use built-in tools to fix issues directly in the review sheet. You can edit all of the data from your file in the review sheet. Address any errors that were found, or add data that was missing. Revalidate your data before importing.

  4. Import your updated data into Intacct

    After you have edited and reviewed your updated data, you can Import your data into Intacct. The review and edit steps of the import process help to ensure accurate data is imported into Intacct.

Available for import

The following imports are available for use with the import service.

The import service separates the Create and Update process to prevent accidental data changes. Learn more about the differences here: Create vs. update records with the import service

For more information about the status of an import, see Open and limited betas.

Accounts Payable

Import Create Update Status Help
AP supplier invoices Yes Yes Limited beta AP supplier invoices
Supplier Yes NEW: Yes Limited beta Suppliers

Accounts Receivable

Import Create Update Status Help
Customers Yes Yes Open beta Customers

Company

Import Create Update Status Help
Classes Yes

Update

NEW: ID update

 General availability Classes
Contacts Yes Yes NEW: Open beta Contacts
Departments Yes Yes General availability Departments
Entities Yes Yes Limited beta Entities
Locations Yes Yes General availability Locations

General Ledger

Import Create Update Status Help
Chart of accounts Yes

Update

NEW: ID update

 General availability Chart of accounts
General Ledger journal entries Yes No NEW: Open beta General Ledger journal entries
Statistical accounts Yes

Update

NEW: ID update

 General availability Statistical accounts

Fixed Assets Management

Import Create Update Status Help
Assets Yes Yes General availability

Fixed Assets Management imports

Inventory Control

Import Create Update Status Help
Warehouses Yes Yes Open beta Warehouses

WIP management

Import Create Update Status Help
WIP schedule project No Yes Open beta WIP schedule project
Access the WIP schedule import from both the WIP schedules page and the import service Welcome page.

Next steps