company and Administration

Updates to the Sage Intacct 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.

1. Select Create to add new records for available imports.

2. Select Update to change existing records.

3. You can download Templates for available imports.

4. Help topics for the import service.

   If you have questions about the import service, use these resources to find answers.

Key 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.

ID updates

Some Intacct applications allow you to update the ID of an existing record. For example, you can change General Ledger account numbers, both for primary and subaccount numbers. The import service supports updates to IDs for these areas of Intacct.

To update an ID, only two fields are required:

• The record number of the ID to be updated

• The ID, such as a statistical account number.

For more information about how to update IDs of existing records, see Create vs. update records in the import service

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.

Added and updated imports

The following imports have been updated. View all available imports at About the import service.

Company

Import	Create	Update	Status
Classes	Yes	Update NEW: ID update	General availability
Contacts	Yes	Yes	NEW: Open beta

General Ledger

Import	Create	Update	Status
Chart of accounts	Yes	Update NEW: ID update	General availability
General Ledger journal entries	Yes	No	New: Open beta
Statistical accounts	Yes	Update NEW: ID update	General availability

Accounts Payable

Import	Create	Update	Status
Supplier	Yes	NEW: Yes	Limited beta

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.