How to Connect Re-Leased to Sage Intacct

  • Updated

This article provides steps on connecting your Re-Leased company to a Sage Intacct company. The integration allows for a seamless transfer of financial data between the two platforms. Let's ensure you can confidently establish and maintain this critical connection.

 

Prior to Connecting

Before you proceed with the connection, it's essential to set up in Sage Intacct:

 

Connecting Your Company

To begin the integration process:

  1. Select your company to sync with Sage Intacct from the drop-down menu on the Settings page.
  2. Scroll down and select Manage Add-ons and Integrations.

Your Sage Intacct status will indicate whether the integration is not yet connected.

 

Screenshot of Sage Intacct not connected.png

 

Establishing the Connection

To connect to Sage Intacct:

  1. Click on Connect to Sage Intacct.
  2. Review the explanations of what data will be synced between Re-Leased and Sage Intacct.
  3. Ensure that the necessary prerequisites have been met within Sage Intacct. This involves specific Sage Intacct configurations.

Next, you'll be prompted to enter your Sage Intacct credentials and select the intended Sage Intacct company entity for synchronization with Re-Leased.

Initial Sync Setup

After selecting the Sage Intacct entity:

  1. Choose your Sync from Date. Bear in mind that only transactions dated on or after this day will be included in the sync. This date cannot precede the year 2018.
  2. Decide if there are any transactions you wish to exclude from syncing between the two platforms.

Onboarding and Reconciliation Process

During onboarding, there may need to be a reconciliation of various elements if pre-existing data is present in Re-Leased:

  • Tax Type Reconciliation - If there are discrepancies between your tax types in Re-Leased and those in Sage Intacct, you'll have to either archive the tax rate, rendering it unusable, or match it to an existing rate in Sage Intacct. Note each Sage Intacct rate can be used only once.
  • Account Reconciliation - The same reconciliation process is applicable for Accounts; they can either be archived or matched to a corresponding account in Sage Intacct, with each account only being used once for matching.
  • Tracking Option Reconciliation - Reconcile Tracking Options by archiving or matching them to Sage Intacct equivalents, just as with Tax Types and Accounts.
  • Contact Reconciliation - For Contacts in Re-Leased not present in Sage Intacct, choose between creating a new contact in Sage Intacct, matching to an existing one, or archiving in Re-Leased. Each contact in Sage Intacct may only be affiliated with one Re-Leased contact.
  • Once all elements are reconciled or archived, select Continue until you're prompted to confirm. This will kickstart the initial sync, which might take some time depending on the volume of data.

You're now ready to work while the background sync completes. A notification, such as a blue flag, will indicate when the sync is finished.

By completing these steps, you'll establish a 1:1 connection between your Re-Leased and Sage Intacct companies, ensuring a smooth flow of financial data.

 

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