The Contact Exclusion feature lets you control which Customers and Vendors in Sage Intacct sync through to Re-Leased. You configure a custom checkbox field in Sage Intacct — when ticked on a contact record, that contact is excluded from the sync.
Step 1: Create the Custom Field in Sage Intacct
You need to create the field for both Customer and Vendor objects. Repeat these steps for each.
Log in to Sage Intacct at the top-level (not entity level).
Navigate to Applications > Platform Services > Custom Fields.
Click Add to create a new field.
Fill in the field details as follows:
Field Settings
Object: Select Customer or Vendor (repeat for both).
Data Type: Checkbox.
Label: Disable Re-Leased syncing.
Default Value: Leave unchecked.
Field ID: RL_SYNCING_DISABLED.
Field is required: Checked.
Tab where field appears: Customer or Vendor.
Click Done to save.
Repeat for the other object type.
Step 2: Bulk Update Contacts to Disable Syncing (Optional)
If you need to exclude multiple contacts at once, you can bulk update via CSV:
Export a CSV file from your Sage Intacct Contacts module.
Open the CSV and add a new column header: RL_SYNCING_DISABLED.
Enter T (true) in that column next to each contact you want to exclude.
Save the file and re-import it into the Sage Intacct Contacts module.
Step 3: How Re-Leased Uses the Field
Once the RL_SYNCING_DISABLED field exists in Sage Intacct, Re-Leased detects it automatically during every sync:
If the checkbox is ticked (value = T), the Customer or Vendor is ignored and will not appear in Re-Leased.
If the checkbox is unticked or not present, the record syncs as normal.
Note: If the checkbox is ticked after a contact has already synced into Re-Leased, that Customer or Vendor will be removed from Re-Leased during the next sync.
Step 4: Final Review
Once all steps are complete, review your Sage Intacct setup to confirm the custom field is configured correctly and any bulk exclusions have been applied. Your contact exclusion setup is now ready.