Set Up the Sage Intacct Integration

Before you begin, confirm the following:

• You have Owner-level permissions in Tropic.
• You have Admin access in Sage Intacct.
• You have a Web Services Developer License (contact your Sage Intacct account manager to request one).
• You’ve received your Sender ID and Sender Password from Sage Intacct.

💡 Want a quick walkthrough? See it in action with our interactive demo below: 

Note: For an enhanced viewing experience, click the expand icon in the top-right corner of the demo to enlarge the screen.

Click Start Demo or Play (top right corner) to begin the demo.

Step-By-Step Demo

Tip: You can navigate back and forth between steps by positioning your mouse at the bottom of the demo screen. A progress bar will appear, allowing you to jump to different steps as needed.

Steps to Connect

Start In Sage

Step 1: Locate your Company ID in Sage Intacct

• Click on Applications > Company > Setup > Company.
• Find your Company ID in the ID field and save it for later use.

If your Sage Intacct application is a multi-entity organization, ensure the Top Level entity is selected.

Step 2: Create a Web Services User

• Navigate to Company > Admin > Web Services Users.
• Click Add and complete the fields:
• User ID, First Name, Last Name (any values are fine)
• Use an email you can access
• User Type: Business
• Admin Privileges: Full
• Click Save and verify identity if prompted.
• Check your email for the password associated with the user.

ℹ️ Ignore any warning about user creation fees—this does not apply.

Step 3: Create and Assign a Role for the Integration:

• Navigate to Company > Admin > Roles and click Add.

• Name and describe the role, then click Save.

  • For example, you might name it Tropic Integration Role and use a description like Permissions for syncing financial data to Tropic

• On the Role Subscriptions page, first check the boxes next to each relevant application (such as Company, Cash Management, and General Ledger). Then, click the "Permissions" link next to each one and enable List and View permissions. Recommended modules:

• Company
• Cash Management
• General Ledger
• Accounts Payable
• Accounts Receivable
• Inventory Control

• Save your changes.
• Then, go back to Web Services Users, edit the user you created in Step 2, and assign this role under the Roles Information tab.

Step 4: Add "Merge" to Web Services Authorizations:

• Navigate to Company > Setup > Company.
• Click Security > Edit > Add under Web Services Authorizations.
• Enter Merge (case-sensitive).
• Save the changes.

Step 5: Establish the connection in Tropic 

Requires the following role: Owner

In Tropic:

• Navigate to Integrations
• Search for Sage Intaact (Select Accounting under Data Categories)
• Click View Details
• Click Connect
• Enter the following credentials:
  • Company ID: (you can locate your company ID in your General Information tab in Sage Intaact) - This is your organization's unique identifier in Sage Intacct. You can find it in the General Information tab under Company > Setup > Company.
  • Sender ID: Refer to the Prerequisites section above for instructions on obtaining your Sender ID from Sage Intacct.
  • Sender Password: The password associated with the Sender ID, also provided by Sage Intacct.
  • Location ID: Enter "ALL" if you want to connect to all entities within your Sage Intacct instance. If you’d like to link to the Top Level of your Sage Intacct instance, leave the Location ID field blank.
  • Click Next to continue the Setup.

Step 6: Select all relevant Sage Intacct Accounts to pull into Tropic.

The last step in establishing the connection between Tropic and Sage Intacct is confirming the accounts you would like to sync over. 

Selecting Accounts to Import for Sage Intacct Integration with Tropic

In Tropic:

• Select all you wish to pull and click View Summary.
• Once reviewed click Save Preferences
• Click Sync Data

📌 See Best Practices section below

Step 7: Create a support ticket

⚠️ Important: Once setup is complete, submit a support ticket to notify Tropic. We will disable excess data fields to prevent API rate limiting, which could disrupt your integration.

Best Practices for Selecting GL Accounts

To ensure accurate and relevant data integration, follow these best practices when selecting GL accounts to sync with Tropic:

Accounts to Include:

• Expense Accounts: Track supplier-related spending, such as software, subscriptions, or utilities.
• Cost of Goods Sold (COGS) Accounts: Focus on accounts related to direct supplier costs, such as raw materials or services.

Accounts to Exclude:
Consider ignoring accounts that typically don't impact supplier-related spend management, such as:

• Salaries/Wages
• Bonuses/Commissions
• Payroll Taxes & Benefits
• Fines & Penalties
• Allocations
• Miscellaneous Expenses

Recommendation: For optimal setup, sync all relevant Expense and COGS accounts. It's better to include slightly more accounts during the initial sync since you can refine your selection during supplier mapping. This approach ensures that no critical supplier-related transactions are overlooked.

Post-Setup Steps

Match Sage Intacct Vendors to Tropic Suppliers

After successfully linking your Sage Intacct account to Tropic, you’ll need to map your Sage Intacct suppliers to Tropic suppliers in order to display the transaction data. This can be done in Tropic by going to Integrations --> Sourcing tab.

Note: Please refer to suppliers mapping best practices before starting the process. 

Note: Linked suppliers that haven’t been marked Reviewed WILL NOT show any transaction data in Tropic

Disconnecting from Tropic

You can disconnect the integration at any time by going to Integrations > Sage Intacct > Disconnect. Disconnecting the integration will remove all connected payment data from displaying in Tropic

FAQ

Q: Why isn’t my supplier data syncing?
A: Ensure the supplier has transaction records in Sage Intacct and API access is enabled.

Q: How often does the data sync?
A: The integration syncs data every 24 hours by default. You can also trigger a manual sync in the integration settings.

Q: What objects are pulled from Sage Intacct?
A: Tropic pulls: Vendors, GL Accounts, Fiscal Periods, and Transactions.

Q: Does this integration support multiple currencies?
A: No, the integration only supports reporting in USD.

Q: How much historical data is pulled?
A: Up to the last 2 years of data for each vendor record.

Additional Resources

For more details about supplier mapping, refer to our Supplier and Transaction Mapping guide.