company and Administration

Updates to the Sage Intacct import service

Importing data is a critical function for accountants and partners, and we’re making it easier than ever with the new import service. Instead of sending your data into a black box and waiting for error reports via email, you now have a dedicated import workspace that provides real-time visibility and control.

Key benefits

The new import service provides the following benefits:

• Expanded capabilities: Use spreadsheets with multiple tabs, use columns of calculations in your spreadsheets, and then skip those calculation columns during import.

• Real time error handling: Any errors that the import service encounters are displayed in your worksheet at the field and line level with easy to understand error messages.

• Intuitive interface: The import service worksheet tools allow you to quickly find and replace specific values, filter by errors, and copy and paste the correct information into the worksheet all before importing.

With an intuitive, spreadsheet-like interface, you can import files, see errors at the field level, and make corrections on the spot, eliminating frustration and saving time. The new import service is now generally available for a limited set of import types. It redefines the way that you manage imports ensuring efficiency, accuracy, and ease of use.

Details

On the Company Setup Checklist page, you’ll see a New import service link at the top of the page. Select the link to open the import service workspace.

Available imports

The following areas of Intacct can use the import service for the listed import options.

Accounts Payable

Import	Create	Update	Status
Supplier	Yes	No	Limited beta
AP supplier invoices	Yes	Yes	Limited beta

Accounts Receivable

Import	Create	Update	Status
Customers	Yes	Yes	Open beta

Company

Import	Create	Update	Status
Classes	Yes	No	General availability
Departments	Yes	Yes	General availability
Locations	Yes	Yes	General availability
Entities	Yes	Yes	Limited beta
Contacts	Yes	Yes	Limited beta

General Ledger

Import	Create	Update	Status
Chart of accounts	Yes	Yes	General availability
General Ledger journal entries	Yes	No	Limited beta
Statistical accounts	Yes	Yes	General availability
Budgets	Yes	Yes	Limited beta

Fixed Asset Management

Import	Create	Update	Status
Assets	Yes	Yes - New	General availability

WIP Management

Import	Create	Update	Status
WIP schedule project	No	Yes	Open beta

Inventory Control

Import	Create	Update	Status
Warehouses	Yes	Yes	Open beta

Join our Limited Beta program

We invite you to explore the new capabilities of our imports in limited beta.

Your insights are incredibly valuable. By signing up via the form linked below, you'll not only get early access but also have the opportunity to directly shape the future of this feature. After you try it out, we'd love to hear your feedback!

Sign up for limited beta access here.

How it works

Permissions and other requirements

Subscription	Company
Regional availability	All regions
User type	Business
Permissions	Company Setup Checklist: Run You’ll also need permission to access the specific applications of Sage Intacct where you want to import data.