Mapping

You can view the synchronisation details with Sage Intacct. Sage delivers a default setup.

After an initial setup, you need to perform a manual data synchronisation between the 2 solutions.

The main list displays all objects mapped between the solutions. Select a line to view details for that object.

Mapping tab

This tab displays details for a selected object such as:

  • Sage Intacct objects and transactions
  • Sage Distribution and Manufacturing Operations node and properties
  • If Smart event is on or off
  • If Include private is on or off
  • Synchronisation direction: Both, Inbound, Not sent or Outbound

 

GL account mapping

If you do not have the Project module in Sage Intacct, you need to modify the GL account Sage Intacct object.

In the Fields grid, delete isRequiredProject from the Sage Intacct Manufacturing property column.

If not, you receive a synchronisation error.

 

Synchronise data

When you synchronise data between the 2 solutions, you create objects that exist in one solution that originated in the other. See master data for more information.

Test your connection before synchronising data.