Sage Intacct + Canix Integration Guide

Table of Contents

• Introduction
• Upcoming Intacct Integration Improvements in Q4'24
• Integration Configuration
  • Subscribe to Web Services
  • Add Canix Sender ID
  • Create Sage Web Service User
  • Configure User Permissions
  • Configure Purchase Order Transaction Definition and Subtotal Template
  • Configure Purchase Order Receiver Transaction Definition
  • Configure Vendor Invoice Transaction Definition
  • Configure Sales Invoice
  • Enable Credit Memos
  • Activate Integration in Canix
  • Intacct Dimensions Setup
• Integration Actions 
  • Create, Send, and Manage Invoices
  • Create, Send, and Manage Purchase Orders
  • Convert Sage Intacct Purchase Orders to Receivers & Vendor Invoices
  • Create Sage Intacct Customers, Vendors, and Items

Introduction

The Sage Intacct integration in Canix is intended to reduce manual data entry between Canix and Intacct. When used to its full potential, the integration will:

• Create Intacct Invoices from Canix Invoices
• Create Intacct Purchase Orders from Canix Purchase Orders
• Convert Intacct POs (Purchase Orders) to Intacct PO Receivers
• Convert Intacct PO Receivers to Intacct Vendor Invoices
• Create Intacct Customers
• Create Intacct Vendors
• Create Intacct Items

This integration has been used successfully across several teams to keep Intacct and Canix in sync. We are updating this integration in Q4 of 2024. See the planned updates in the Upcoming Integration Updates section of this article.

If you have Product feedback, please Submit a Support Ticket with any requests to improve Intacct.

This comprehensive guide provides the configuration and integration steps for effectively setting up and using the Canix and Sage Intacct integration. Below is an overview of the primary configuration steps:

Upcoming Intacct Integration Improvements in Q4'24:

• Bulk Send Invoices
• Update Intacct Invoices
• Update Intacct Purchase Order
• Sync Payment from Intacct Invoices

1. Subscribe to Web Services

• Navigate to Company > Subscriptions.
• Find and subscribe to Web Services.

2. Add Canix Sender ID

• Go to Company > Setup > Company, select the Security tab.
• Under Web Services Authorizations, add CanixMPP as the Sender ID.

3. Create Sage Web Service User

• Access Company > Admin > Web Services Users.
• Add a new Web User with User Type = Business User.

4. Configure User Permissions

• Go to Company > Admin > Roles.
• Provide permissions to General Ledger, Order Entry, Purchasing, Accounts Receivable, and Accounts Payable as specified.
• The fastest way to get set up will be to provide full access, which is unnecessary for the integration to function.
• To see a grid breakdown of each required permission, see our Configuration Guide for Sage Intacct.

5. Set Up Purchase Orders in Sage

• Configure Subtotal Templates under Purchasing > Setup > Subtotal Templates.
• Assign the template to Purchase Order transaction definitions in Purchasing > Setup > Transaction Definitions.

• See more detail on the Purchasing Subtotal Template in Sage Purchase Orders Setup.

6. Create and Configure Purchase Order Receiver Transaction Definition

• Set up a PO Receiver under Purchasing > Setup > Transaction Definitions.
• Use the Subtotal template set up for Purchase Orders above.

7. Vendor Invoice Configuration

• Set up a Vendor Invoice transaction definition in Purchasing > Setup > Transaction Definitions.
• Use the Subtotal template set up for Purchase Orders above. 

8. Sales Invoice Configuration

• When sending to Sage Intacct you can skip Sales Orders and go directly to Sales Invoice since Sales Orders will be managed in Canix.
• Deactivate Sales Order transaction definition in Order Entry > Setup > Transaction Definitions.
• This is what your Order Entry transaction definitions should look like:

9. Enable Credit Memos

• Configure the Credit Memo transaction definition in Order Entry > Setup > Transaction Definitions.

10. Activate Integration in Canix

• Go to Admin > Integrations > Sage Intacct in Canix and provide your Company ID, Username, and Password.
• Test the connection to confirm success.

11. Intacct Dimensions Setup

• If Dimensions are required in your Intacct instance, specify required dimensions (e.g., Location, Department) in Admin > Integrations under Map Facilities to Sage Intacct Entities & Dimensions.

12. Create and Send Invoices

• Create invoices from Sales Orders and send to Sage Intacct under Invoice Actions after a Canix invoice has been created.
• Intacct Customer and Item Mapping will be saved from the previous order.

13. Purchase Order Management

• After creating Canix Purchase Orders, send these orders to Sage Intacct under Purchase Order Actions.
• Intacct Vendor and Item Mapping will be saved from the previous order.
• When the Purchase Order has successfully been sent to Sage Intacct, a success modal will appear with a link to the Purchase Order in Sage Intacct

14. Convert Sage Intacct Purchase Orders to Receivers

• Use Receiving Actions to convert received Purchase Orders into Purchase Order Receivers or Vendor Invoices within Canix.

15. Create Sage Intacct Customers, Items, and Vendors

• Sage Intacct Customers, Items, and Vendors can be created from Canix while in the action of sending Invoices and Purchase Orders to Intacct. 
• Sage Intacct Customer Creation
  • Sage Intacct Customers can be created from the Sage Intacct Customer select on the Create Sage Intacct Invoice page. 

• Sage Intacct Item Creation
  • Sage Intacct Items can be created from the Select Sage Intacct Object Mappings modal on the Create Sage Intacct Invoice + Purchase Order page.

• Sage Intacct Vendor Creation
  • Sage Intacct Vendors can be created from the Sage Intacct Vendor select on the Create Sage Intacct Purchase Order page.