Integrating with Sage Intacct Construction

Before you start

Prepare Intacct Construction for integration with Sage Estimating, as described in Preparing Sage Intacct Construction for Integration with Estimating.

Prepare Sage Estimating for integration with Intacct Construction, as described in Preparing Estimating for integration with Sage Intacct Construction.

1. Open the Estimating Management Console.
2. In the Estimating Management Console, click the Standard Databases tab.
3. From the list in the Standard Database Catalog pane, select the standard database you want to integrate with Intacct Construction.
4. In the Job Cost Information section of the detail pane, select Sage Intacct Construction as the job cost interface.
5. Click [Setup] to open the Sage Intacct Construction Sign in window.
6. In the Sign in window:
   1. Enter the ID for the Sage Intacct Construction company you are integrating with Estimating.
   2. Enter the user ID and password you use to sign in to the Intacct Construction company.
   3. Click [Sign in].

7. The Job Cost Integrator window opens.

   1. In the Sage Intacct Construction Integrator window:

Select a default Intacct cost type for the Estimating Labor, Material, Subcontractor, Equipment, and Other category boxes. (Recall that categories in Estimating are cost types in Intacct Construction.)

Estimating uses the default cost types to prefill the associated JC . . . Cat boxes for each new item you create.

Example: If you select a cost type of LAB for the Labor box, each time you add labor pricing to an item, the item's Labor JC Cat box automatically displays LAB.

2. To add Intacct Construction cost type information automatically to existing items in your standard database, select the Add Sage Intacct Construction categories to items checkbox. You only need to do this once for each standard database you integrate.

Tip: This step can save you time when you match items to Intacct Construction cost types in your standard database.

3. Click [Save].

8. Verify that the Sage Intacct Construction company you selected in step 7 appears in the Company name box of the Job Cost Information section in the Estimating Management Console.
9. Click [Save].

After turning on the Sage Intacct Construction interface for a database

1. Make sure that database phases (cost codes) in Estimating are assigned to the desired Sage Intacct Construction tasks.
2. Make sure that database items are assigned to the desired Sage Intacct Construction tasks and Sage Intacct Construction cost types.
3. Make sure that database addons are assigned to the correct Sage Intacct Construction tasks and cost types.

[BCB:164:Chat Estimating US:ECB]

Getting Started: Sage Intacct interface (SQL)