Sign in

Sage Intacct Sync Guide: Install the Customization Package in Intacct

Avatar
Kaylen W.
Follow

Installing the customization package is required to successfully integrate Bill.com and Sage Intacct. A subscription to Customization Services/Platform Services in Sage Intacct is required:

    1. Navigate to Company > Subscriptions 
    2. Select Web Services 
    3. Click Subscribe 

The customization package allows you to do the following:

  • In Sage Intacct, view bill or invoice images you have entered in Bill.com by clicking View Details in Bill.com

Intacct_12.png

  • In Bill.com, track Sage Intacct updates for deleted Departments, Locations, Vendors, Accounts, Classes, Customers, Items, Projects, Employees, Bills, and Invoices 

 

Install the customization package

To install the customization package, complete the following steps at the Root/Top Level in Sage Intacct:

  1. Download the customization package to your desktop

    Click here to Download


    • This will be a one time use file
  2. In Sage Intacct, go to Customization Services/Platform Services > Customization Packages > Add
  3. Select the saved file from your desktop
  4. Click Import

 

Resources