How do I set up the Sage Intacct integration?
Admins and bookkeepers can integrate their Brex account with Sage Intacct by following the steps below.
Step 1: Ensure that you have full admin access to Sage Intacct.
Step 2: Click Integrations on the left side of your Brex dashboard.
Step 3: Click Connect under Sage Intacct and follow the instructional steps, which you can also find below.
Configuring Web Services
Step 1: Go to Company > Admin > Subscriptions.
Step 2: Scroll down to the bottom of the page and turn on Web Services.
Step 3: On the Sage Intacct home page, click Company > Set Up > Company.
Step 4: Go to the Security tab and click Edit.
Step 5: Scroll down to Web services authorizations and click Add.
Step 6: In the Sender ID field, enter “BrexMPP”. Ensure that the Status is marked Active.
Step 7: Click Save.
Creating a Web Services User
Step 1: Create a new Web Services User by going to Company > Admin > Web Services User > Add.
Step 2: Input values for these fields:
User type (select Business)
Admin privileges (select Full)
Step 3: Under the User entities tab, assign this user the entities you need to access entities you’d like to connect with Brex, and allow top level access.
Step 4: If you have role-based permissions, go to the Roles information tab and assign this web service user the Admin role. If the Admin role does not exist, you’ll need to create one and then return to this step. Please ensure that your Admin role has at minimum all of the permissions outlined in Step 6.
Step 5: Click Save
Step 6: If you do not have role-based permissions enabled, then after you click Save, you will be prompted to configure this user’s permissions.
Ensure that the user has full permissions for the following Subscription areas: Company, Cash Management, General Ledger, and Accounts Receivable.
Note that in order to confirm full permissions, you need to click Permissions to the right of each subscription area and then click the All button in the top right. For Cash Management, General Ledger, and Accounts Receivable, you will also need to scroll down and ensure that the All button is selected for the Reports Permissions section.
Completing the Connection
Step 1: At this point, if you have been following the steps initiated from the Brex Integrations page, you will come to a screen asking for your Sage Intacct login details. Enter the username for the Web Services User you created earlier, and the temporary password that you received for this user via email.
Step 2: Select the entity you wish to connect to Brex.
Configuring your Accounting Fields in Brex
Step 1: Return to the Integrations page in Brex and click Manage under Sage Intacct to configure your accounting fields.
Step 2: Under the Settings tab, select your account information from the dropdown menus to the right of Accounts payable, Bank account, Reimbursements bank account, and Rewards credits.
Step 3: Click Mappings on the top left of the page.
Step 4: Click Categories to map each Brex category to a Sage Intacct account. Merchants and custom rules are optional.
Step 5: Once you've mapped your categories and created any merchant or custom rules you'd like, click Review & Export to export transaction data from your selected time period as a CSV.
Step 6: Before uploading your CSV to Sage Intacct, you will need to map the IDs exported from Brex to your Sage field IDs.
Note: Expense data from Brex will not automatically be synced with Sage Intacct. You’ll need to download a CSV and then upload it into Sage.
Disconnecting Sage Intacct
Step 1: Click Integrations on the left side of your Brex dashboard.
Step 2: Click Manage under Sage Intacct.
Step 3: In the top-right corner, click Settings.
Step 4: Click Disconnect on the bottom right. Disconnecting will not remove any mapping rules previously created, in case you’d like to reconnect Sage Intacct with the same sign-in credentials at a later time.