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Intacct Sync Guide: Install the Customization Package in Intacct

Installing the customization package is required to successfully integrate Bill.com and Intacct. The customization package allows you to do the following:

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

  • In Bill.com, track 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 Intacct: 

  1. A subscription to Customization Services/Platform Services in Intacct is required
    • Navigate to Company > Subscriptions 
    • Select Web Services 
    • Click Subscribe 
  2. Click the following link, or copy/paste it into your browser: https://771f473801c0b18ffef3-7d086b3f1e6695f88d9e14526d5f6849.ssl.cf1.rackcdn.com/billcom_package.xml
  3. Right-click on the page and select Save As, or click Ctrl+S to save as an XML Document 
  4. The navigation for this final step varies depending on if your Intacct environment utilizes either Customization Services or Platform Services:
    • Customization Services
      • In Intacct, go to Customization Services > Customization Packages > Add
      • Click Choose File and select the saved XML Document file from your desktop 
      • Click Save
    • Platform Services
      • In Intacct, go to Platform Services > Packages > New Package
      • Click Choose File and select the saved XML Document file from your desktop
      • Click Import 

 

RESOURCES

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