Sage Intacct

The bi-directional integration between Zuper and Sage Intacct allows seamless synchronization of data between the two systems. You can transfer invoices and customer information from Zuper to Sage Intacct and import inventory and payment details from Sage Intacct to Zuper. This integration enhances accuracy, reduces manual effort, and ensures your accounting and field operations stay in sync. The following sections explain how to:
A. Connect Sage Intacct with Zuper
B. Understand how the integration works
C. Uninstall Sage Intacct from Zuper

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A. How to Connect Sage Intacct with Zuper

1. Open Zuper App Store
   • Log in to your Zuper account.
   • Click your Profile Picture in the top-right corner and select App Store.

2. Select the Sage Intacct App
   • Under Browse by Category, choose Accounting and Payments.
   • Locate Sage Intacct.

• Click Configure Settings.

3. Update Zuper Settings
   Configure the following fields under Sage Intacct settings:

   Field	Description
   Sage Sender ID (Mandatory)	Enter the Sender ID from Sage Intacct.
   Sage Sender Password (Mandatory)	Enter the corresponding sender password.
   Sage Company ID (Mandatory)	Enter the Company ID from Sage’s login page.
   Sage User ID	Enter the User ID from Sage’s login page.
   Sage User Password (Mandatory)	Enter the user password.
   Sync Customers	Select Yes or No to sync customers from Zuper.
   Sync Organizations	Select Yes or No to sync organizations from Zuper.
   Sync Products	Select Yes or No to sync products from Sage.
   Identify Customer By	Choose None, Name, or Email to identify customers.
   Invoice Custom Field for Location	Enter the Invoice Custom Field from Sage’s Accounts Receivable module.
   Default Payment Mode UID in Zuper	Contact Zuper Support to obtain this UID.
   Default Product Category UID in Zuper	Contact Zuper Support to obtain this UID.
   Zuper API Key	Enter your Zuper API key. Learn how to generate an API key.
   Sync Failure Emails	Enter email addresses to receive sync failure notifications.

4. Click Update to complete the connection between Zuper and Sage Intacct.

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B. How the Zuper – Sage Intacct Integration Works

Once connected, data synchronization between Zuper and Sage Intacct works in both directions — based on the configured modules.

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i. Zuper as a Source

Data flows from Zuper to Sage Intacct.

• Organizations → Customers
  Any new or updated organization in Zuper automatically syncs with the Customers module in Sage.
  The synced record includes a Sage Customer ID visible in the organization’s details in Zuper.
• Customers → Contacts
  Customer information from Zuper syncs with the Contacts module in Sage Intacct, keeping customer details consistent across both systems.
• Invoices → Sales Invoices
  Invoice creation or updates in Zuper automatically sync with the Sage Invoices module in Sage.
  You can view the Sage Invoice ID under the Zuper Invoice details.

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ii. Sage as a Source

Data flows from Sage Intacct to Zuper.

• Items → Products
  Any new or updated item in Sage Intacct syncs automatically with the Products module in Zuper.
• Payments → Payments
  Payments recorded or updated in Sage Intacct sync seamlessly with the Payments module in Zuper.

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C. How to Uninstall Sage Intacct from Zuper

1. Open Zuper App Store
   • Log in to your Zuper account.
   • Click your Profile Picture → App Store.
2. Locate the App
   • Under Browse by Category, select Accounting and Payments.
   • Choose Sage Intacct from the list.
3. Uninstall the App
   • Click Deactivate.

The Sage Intacct integration will be deactivated from your account. The Zuper–Sage Intacct Integration provides a unified workflow between your field operations and financial system.
By syncing customers, invoices, payments, and inventory in real time, this integration eliminates duplicate data entry, enhances visibility, and enables your back-office team to manage all accounting processes directly from Zuper.