Sage Intacct, also known simply as Sage, is a leading cloud-based financial management platform. The Deel Sage Intacct Integration simplifies financial management by seamlessly linking Deel activities with Sage Intacct's accounting system. Enjoy real-time financial updates, automated payroll and billing synchronization, and streamlined financial record-keeping, making financial processes more efficient and accurate.
In this article:
How to Connect to Sage Intacct
How to Disconnect From Sage Intacct
Before you begin:
Before proceeding, checkout our article on How to Prepare your Sage Intacct account for Deel integration.
How to connect to Sage Intacct
Select the Hub icon and Apps tab on the home page, search for Sage and then click Connect.
✅ Step 1 - Configure Permissions
To properly set up the required permissions in Sage for the integration, and ensure that it has the necessary permissions to function effectively, start by enabling specific Web Services permissions:
1. Log in to your Sage profile and select Company from the list of applications.
2. In the Company section, go to Company Settings and then select the Security tab. Here, choose Web Services Authorization.
3. Click on the Edit button, which will display an Add option below the title.
4. Click Add and enter Deel's sender ID (DeelMPP), provide a description, set the status, and then save these details.
Once the Web Service sender is added:
1. To generate access tokens, assign a role to the new Web Service sender created.
2. When dealing with multiple currencies in Deel, enable the multi-currency option to accommodate this in Sage.
✅ Step 2 - Enter account credentials
To proceed, input specific credentials including User ID, Company ID, and password. The User ID refers to the one created when adding a new Web Service User. Find Company ID, by navigating to Company Settings, click on the Set up tab, and select Company again. This opens the Company Information modal, where Company ID is listed below the ID section. For the password, use the one created during the setup of Web Service User.
✅ Step 3 - Synchronization availability
Next, indicate when you would like to sync invoices. The options are - once payment is received (which is recommended) or once payment is sent.
✅ Step 4 - Connect entity to Deel
In this final step, select the specific entity from Deel you wish to integrate and also choose the corresponding entity in Sage Intacct. It's important to note that once this connection is made, it cannot be undone. If any errors occur or adjustments are needed, the integration will have to be deleted and re-customized from scratch. Therefore, ensure the accuracy of your selections before finalizing this step.
It's recommended to automatically sync and create vendors. Deel will automatically find a matching vendor/supplier in Sage and sync invoices there, and if no matching vendor is found it will create one. Adjust this setting at a later time if needed.
Bookkeeping Modules
Similar to other Deel accounting and bookkeeping integrations, the Sage integration features essential plugins offers separate modules for Independent Contractors, COR, and EOR employees.
Vendor Management Module
What is a Vendor?
A vendor is essentially any entity or individual selling a service, either a Deel contractor or a Deel entity for EOR employees.
- Vendors must be set up to sync invoices to your accounting system.
- Deel fully automates the provisioning and management of vendors using email-based matching.
- Set up this module to unlock bill payments and document syncing because bills require a vendor.
- Deel can create new vendors for contractors as soon as contracts are countersigned if they don't exist in Sage Intacct. Contractors will appear as individual vendors in Sage Intacct; EOR employees will appear as one Deel EOR vendor per country.
Contractor-Vendor Management
This section allows to manage independent contractor vendors in an accounting system.
- Click View List and decide if you want to link or unlink them to vendors.
- See the list of contractors that are not linked and then click Link to Vendors.
- It's recommended to choose to select all to mass-link contractors, or manually select individual contractors.
- Deel will create a new vendor for those who do not have an existing vendor listed in the accounting system.
Deel Vendor Management
Simplify EOR accounting with Deel's Single Vendor option. Deel now invoices for EOR services through parent entity Deel Inc while transactions will continue to sync with local EOR vendors.
To do this:
- Select “Invoice Sync” from the Sage EOR module
- Toggle on the option "Use a single vendor for EOR invoices”
Bill (Invoice) Syncing Module
Deel can automatically sync bills and bill payments into your accounting system.
Configure expense account mapping to enable this module. Start creating specific mappings and save the work for later.
Bills will only begin syncing once this module is enabled and only for the entity connected.
Click Start Mapping to get started.
Expense Account Mapping
To use One Account For All your expenses, choose from the drop-down list of available accounts.
Advanced users may choose to map different expense types to Deel. To map expenses, select the Per adjustment type and click Start mapping. Drag and drop Expense Accounts to match them to corresponding Deel invoice types.
Unsynced Invoices
View all unsynched invoices and see the paid date and amount.
Check the Select all box, or manually sync individual invoices.
Select the invoices and click Sync Invoices.
Tracking Category Mapping
To add additional granularity to transaction items, associate custom field options in Deel to classes in accounting system.
Please note, that only one tracker category can be set up.
The class selected in the tracking category mapping will then be displayed in the Class field of the invoice line item.
The integrations only support custom fields that are in the form of a list.
Set up a custom fields list for Class in Organization Settings.
Grouped Expense Account Mapping
Easily map expense accounts with custom field values in Deel. This allows a set up of a "grouped mapping."
For example, create a mapping that is unique to all vendors only in one department; or a mapping that is unique to only one vendor.
Set up a custom field for your "group" and assign a value of the list options to each contract that is concerned
Mass Update Custom Fields on Contracts
Mass update the custom field values on contracts so that it doesn't have to be done for each and every contract manually. Ensure to set up custom field before and note that changing field options will necessitate reviewing mappings in the integration settings.
Auto Invoice Sync
Choose if Deel to automatically sync invoices to this accounting software once employees are paid, or if it will be done manually.
Payment Sync Module
Map Deel payment methods to account to sync invoice payments.
Deel will synchronize each invoice along with an invoice payment so the invoices get marked as paid in Sage Intacct.
Invoice payments will only successfully sync upon payment of the invoice amount.
Choose a default payment account, and later map additional saved payment methods in Deel to a payment account in Sage Intacct.
Documents Module
Use the toggle to sync the .pdf of the invoice and attachment files that were uploaded to Deel to your accounting system. Deel will sync the invoice .pdf directly to invoice entry.
Sync History
This tab provides a comprehensive view of your account's synchronization history between Deel and Sage. It displays the status of synced items along with their corresponding timestamps, enabling you to easily spot any sync issues, take necessary actions to address them, or simply review what has been synchronized and when. To perform a manual sync, click on the Sync Sage button.
How to Disconnect From Sage Intacct
On Apps & Integrations tab, open up Sage Intacct integration and at the top right corner, click on the More button. Select Disconnect from the list of options that popup and confirm to disconnect the integration.