Integrating Sage Intacct with Scoro allows you to sync all your bills and invoices as well as payments between the two platforms and maintain a full overview of your finances in both systems.
This article covers how the main and background data are mapped between Scoro and Sage Intacct.
If you want to learn…
- …how to set up the integration, read our setup guide
- …how to move the data between the systems, refer to the sync overview article
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Main data
Invoices
Both regular and credit invoices are sent over with the invoice sync. Every new invoice sent from Scoro will be added as a new invoice in Sage Intacct. There is no matching with existing invoices.
If you create a credit note from an invoice in Scoro, related payment info is also synced back to Sage Intacct.
Important! Invoices are only synced automatically once. Any modifications made on an invoice after the initial sync must be sent over via quick actions using the Send to Sage Intacct button.
Data mapping between Scoro and Sage Intacct:
| Scoro | Sage Intacct | Comment |
| INVOICE HEADER | ||
| Invoice No | Invoice number | |
| Date of issue | Invoice date | |
| Due date | Due date | |
| Payer | Customer | |
| Comment | Description | |
| Reference number | Reference number | |
| Currency/ Exchange rate | Currency/ Exchange rate |
|
| - | Status |
This is assigned according to the Default invoice status in the integration’s sync settings. |
| Contact person | Bill to | If the person does not yet exist as a contact in Sage Intacct, this field will not be carried over. If the person already exists as a contact in Sage Intacct, Sage Intacct will detect a match and copy this data over. |
| INVOICE LINES | ||
| Finance account | Account | |
| Line description | Memo |
This is formatted according to the Memo field in the integration’s sync settings. |
| Amount | Amount | The amount shows two decimal places after the comma. |
| VAT | Tax detail | |
| VAT sum | Transaction tax | |
| Sage dimension - department: | Department |
This data is sent over to Sage Intacct together with the invoice if the respective custom field is filled out on the invoice.
|
| Sage dimension - location: | Location | This data is sent over to Sage Intacct together with the invoice if the respective custom field is filled out on the invoice. |
| Sage dimension - class: | Class | This data is sent over to Sage Intacct together with the invoice if the respective custom field is filled out on the invoice. |
| Doer | Employee | This data is sent over to Sage Intacct together with the invoice if the respective custom field is filled out on the invoice. |
| Custom dimension | Custom dimension | This data is sent over to Sage Intacct together with the invoice if the respective custom field is filled out on the invoice. |
Bills
You can choose whether you want to sync bills From Scoro to Sage Intacct or from Sage Intacct To Scoro.
From Scoro:
Every new bill sent from Scoro will be added as a new bill in Sage Intacct. There is no matching with existing bills because bill reference numbers are not unique in Sage Intacct.
Important! Bills are only synced automatically once. Any modifications made on a bill after the initial sync must be sent over via quick actions using the Send to Sage Intacct button.
To Scoro:
Every new bill sent from Sage Intacct will be added as a new bill in Soro.
If you update the bill in Sage Intacct, the updates will be pulled into Scoro with the next automatic or manual sync.
If the bill that's pulled from Sage Intacct includes a contact that does not yet exist in Scoro, the contact will be created in Scoro as well.
Under Sync settings, you can decide whether you want to pull all bills into Scoro or only those with certain status:
Data mapping between Scoro and Sage Intacct:
| Scoro | Sage Intacct | Comment |
| BILL HEADER | ||
| Bill No | Bill number | |
| Date of issue | Bill date | |
| Due date | Due date | |
| Payer | Vendor | |
| Comment | Description | |
| Reference number | Reference number | |
| Currency/ Exchange rate | Currency/ Exchange rate |
|
| - | Status |
From Scoro direction: |
| BILL LINES | ||
| Finance account | Account | |
| Line description | Memo |
This is formatted according to the Memo field setting in the integration’s sync settings. |
| Amount | Amount | The amount shows two decimal places after the comma. |
| VAT | Tax detail | |
| Vat sum | Transaction tax | |
| Sage dimension – department | Department |
This data is sent over to Sage Intacct together with the bill if the respective custom field is filled out on the bill.
|
| Sage dimension – location: | Location | This data is sent over to Sage Intacct together with the bill if the respective custom field is filled out on the bill. |
| Sage dimension – class | Class | This data is sent over to Sage Intacct together with the bill if the respective custom field is filled out on the bill. |
| Custom dimension | Custom dimension | This data is sent over to Sage Intacct together with the bill if the respective custom field is filled out on the bill. |
Credit Invoices
Every new credit invoice sent from Scoro will be added as a new credit invoice in Sage Intacct. There is no matching with existing credit invoices.
Important! Credit invoices are only synced automatically once. Any modifications made on a credit invoice after the initial sync must be sent over via quick actions using the Send to Sage Intacct button.
Data mapping between Scoro and Sage Intacct:
| Scoro | Sage Intacct | Comment |
| CREDIT INVOICE HEADER | ||
| Invoice No | Invoice number | |
| Date of issue | Invoice date | |
| Due date | Due date | |
| Payer | Customer | |
| Comment | Description | |
| Reference number | Reference number | |
| Currency/ Exchange rate | Currency/ Exchange rate |
|
| - | Status |
This is assigned according to the Default invoice status in the integration’s sync settings. |
| Contact person | Bill to | If the person does not yet exist as a contact in Sage Intacct, this field will not be carried over. If the person already exists as a contact in Sage Intacct, Sage Intacct will detect a match and copy this data over. |
| CREDIT INVOICE LINES | ||
| Finance account | Account | |
| Line description | Memo |
This is formatted according to the Memo field in the integration’s sync settings. |
| Amount | Amount | The amount shows two decimal places after the comma. |
| VAT | Tax detail | |
| Vat sum | Transaction tax | |
| Sage dimension - department: | Department |
This data is sent over to Sage Intacct together with the invoice if the respective custom field is filled out on the invoice. If you’ve mapped a Department to an “Item” instead of a “Custom field”, then product code is sent over to Sage Intacct as a Department value. You would have to ensure manually that product codes in Scoro match with Departments in Sage Intacct. |
| Sage dimension - location: | Location | This data is sent over to Sage Intacct together with the invoice if the respective custom field is filled out on the invoice. |
| Sage dimension - class: | Class | This data is sent over to Sage Intacct together with the invoice if the respective custom field is filled out on the invoice. |
| Doer | Employee | This data is sent over to Sage Intacct together with the invoice if the respective custom field is filled out on the invoice. |
| Custom dimension | Custom dimension | This data is sent over to Sage Intacct together with the invoice if the respective custom field is filled out on the invoice. |
Receipts
Receipt information is pulled from Sage Intacct for the following documents:
- Bills
- Invoices
- Credit invoices
The integration supports syncing both full and partial payments for receipts. A document is marked as paid in Scoro only when it’s marked as fully paid in Sage Intacct.
If you use automatic sync, payment info is fetched from Sage Intacct automatically.
If you use manual sync, you can sync payments via quick actions using the Import payments from Sage Intacct button. This option is only available for documents that are already connected with Sage Intacct.
Data mapping between Scoro and Sage Intacct:
| Scoro | Sage Intacct | Comment |
| PAYMENT HEADER | ||
| Date | Payment date | |
| Client | - | The company from the document is always used here |
| Sum | Payment amount |
The total sum of the payment group |
| Currency | Invoice currency | The receipt currency is based on the invoice currency |
| PAYMENT LINES | ||
| Sum received | Payment amount |
Sum received for one particular invoice |
Background data
Tax rates
Scoro only supports the full amount options. Therefore, the following tax rates are not brought over to Scoro from Sage Intacct:
- Inactive
- Amount within range
- Negative percentages
Data mapping between Scoro and Sage Intacct:
| Scoro | Sage Intacct | Comment |
| Name | Description | |
| Tax rate | Percent | When the tax rate has no percentage value or it is negative, it is not brought over to Scoro. |
| Tax type | - | The system checks if tax detail is under “Input” or “Output” taxes and marks it as sales or purchase tax accordingly in Scoro. |
| Tax rate code | Detail ID | Mandatory and unique field in Sage Intacct. |
| - | Status | When a tax rate is inactive in Sage Intacct, it will be marked as inactive in Scoro. |
| - | Include in taxable amount | “Amount within range” tax rates are not brought over to Scoro because Scoro doesn’t support this option. |
Finance accounts
Only active finance accounts in Sage Intacct will be synced to Scoro.
Data mapping between Scoro and Sage Intacct:
| Scoro | Sage Intacct | Comment |
| Symbol | Account number | Mandatory and unique field in Sage Intacct. |
| Name | Title | |
| Classification | All finance accounts are automatically marked as both sales and purchase accounts in Scoro. You can update this classification manually in Scoro settings: |
Locations
Locations may be mandatory for document lines for some of the finance accounts in Sage Intacct. Scoro lets you define the location for each document line via a custom field.
Only active locations in Sage Intacct will be synced to Scoro.
Data mapping between Scoro and Sage Intacct:
| Scoro | Sage Intacct | Comment |
| “ID--Name” | ID | Custom fields are named “ID--Name” to look similar to the options in Sage Intacct. |
| Name | ||
| - | Status |
With the initial sync, only “active” options are saved to Scoro. To update the options in Scoro, you must initiate a background item sync. |
Departments
Departments may be mandatory for document lines for some of the finance accounts in Sage Intacct. Scoro lets you define the department for each document line via a custom field. Only active departments in Sage Intacct will be synced to Scoro.
Important! To see the departments on bills and invoices, you must have them sync as custom fields, not as items. Read more about the difference between the two options in the sync overview article.
Data mapping between Scoro and Sage Intacct:
| Scoro | Sage Intacct | Comment |
| “ID--Name” | ID | Custom fields are named “ID--Name” to look similar to the options in Sage Intacct. |
| Name | ||
| - | Status |
With the initial sync, only “active” options are saved to Scoro. To update the options in Scoro, you must initiate a background item sync. |
Classes
Classes are a standard dimension in Sage Intacct, similar to location and department. They can be both renamed and repurposed to track anything you want in Sage Intacct. Scoro lets you define the class for each document line via a custom field.
For example, let’s say your business requires you to track the company type of your customers. You can rename Class to Company type, add a few custom fields, and then build reports with your new Company type dimension.
Only active classes in Sage Intacct will be synced to Scoro.
Data mapping between Scoro and Sage Intacct:
| Scoro | Sage Intacct | Comment |
| “ID--Name” | ID | Custom fields are named “ID--Name” to look similar to the options in Sage Intacct. |
| Name | ||
| - | Status |
With the initial sync, only “active” options are saved to Scoro. To update the options in Scoro, you must initiate a background item sync. |
Custom dimensions
Users can define custom dimensions in Sage Intacct. Custom dimensions are similar to Scoro’s custom fields, where users can create a custom field and add various options for that field. Scoro lets you define the custom dimensions for each document line via the custom field.
Data mapping between Scoro and Sage Intacct:
| Scoro | Sage Intacct | Comment |
| “Name” | ID | Custom fields are named “ID--Name” to look similar to the options in Sage Intacct. |
| Name | ||
| - | Status |
With the initial sync, only “active” options are saved to Scoro. To update the options in Scoro, you must initiate a background item sync. |
Companies (Customers and Vendors)
Companies in Scoro are synced over to Sage Intacct either as Customers or Vendors.
- A company marked as a client in Scoro (Display in client list) will be added to Sage Intacct as a Customer
- A company marked as a supplier in Scoro (Display in supplier list) will be added to Sage Intacct as a Vendor
- A company marked as both in Scoro will be added to Sage as both a Customer and a Vendor
You can also connect companies in Scoro with existing companies in Sage Intacct using the custom fields on the contact card. Read more about it here.
Data mapping between Scoro and Sage Intacct:
| Scoro | Sage Intacct | Comment |
| Client/Vendor data | ||
|
Sage Customer ID / Sage Vendor ID |
Customer ID / Vendor ID |
Customer/vendor matching is done based on this ID if this field is filled with the correct Sage Intacct ID in Scoro. |
| Company name | Name | |
| Currency | Currency | The currency is based on the currency selected for the client profile in Scoro. |
| Description | Remarks | |
| - | Exclude from the company contact list | A new person from “display contact” will not be created |
| NB! Display Contact data – these values will be filled in based on the company data in Scoro, not based on the related person data. | ||
| Company name | Company name | |
| Company name | Print as | |
| First name | First name | If there’s a person related to the company in Scoro, their first name will be carried over to Sage Intacct. If there’s no person related to the company in Scoro, this field will be left empty. |
| Last name | Last name | If there’s a person related to the company in Scoro, their last name will be carried over to Sage Intacct. If there’s no person related to the company in Scoro, this field will be left empty. |
| Phone | Primary phone | |
| Mobile | Cellular phone number | |
| Primary email address |
If this field is filled, this email will be user for invoices. If it’s left empty, the regular default email address will be used. |
|
| Website | Primary URL | Primary URL |
| Fax | Fax | |
Address
|
Address
|
|
Persons
Persons are called Contacts in Sage. Person data is carried over to Sage Intacct with bills and invoices only if that person has already been manually synced with Sage Intacct via the quick-actions button on the contact card.
You can also connect persons in Scoro with existing contacts in Sage Intacct using the custom fields on the contact card. Read more about it here.
Data mapping between Scoro and Sage Intacct:
| Scoro | Sage | Comment |
| Sage suggested contact name | Suggested contact name |
If this field is filled, Sage Intacct will connect the person with the existing contact in Sage Intacct. If the field is left empty, Sage Intacct will use the contact’s full name from Scoro. |
| Sage suggested contact name | Print as |
If this field is filled, Sage Intacct will connect the person with the existing contact in Sage Intacct. If the field is left empty, Sage Intacct will use the contact’s full name from Scoro. |
| First name | First name | |
| Last name | Last name | |
| Phone | Primary phone | |
| Mobile | Cellular phone number | |
| Primary email address | ||
| Website | Primary URL | |
| Fax | Fax | |
Address
|
Address
|