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.
Setup in Sage Intacct
Step 1: Ensure that you have full admin access to Sage Intacct.
Step 2: Turn on Web-Based Services by going to Company > Admin > Subscriptions.
Create a Web Service User to link a company to Brex in Sage Intacct
Step 3: Go to Company > Admin > Web Services User > Add.
Step 4: Input values for these fields:
User ID
Last name
First name
Email address
User type (Select Business)
Admin privileges
Select Full
Step 5: Under User Entities, assign the relevant entities to the user for which access is required and allow top level access.
If you do not use role-based permissions, skip to Step 10.
Step 6: If you have role-based permissions, go to Roles Information and assign this web service user the Administration role.
Step 7: Click Save and you’ll soon receive a temporary password from Sage Intacct. Head to Step 12.
Step 8: Click Save. Enable Cash Management, General Ledger, and Accounts Receivable modules.
Step 9: Click on each Application/Module and select All at the top right.
Step 10: Some modules have an additional Reports permission section. Select All for Reports as well.
Step 11: Save your changes. You’ll then receive a temporary password from Sage Intacct to enter in your Brex dashboard.
Add Brex’s Sender ID (BrexMPP) to the allowed list
Step 12: On the Sage Intacct home page, click Company > Set Up > Company.
Step 13: From the Security tab, click edit.
Step 14: Under Web services authorizations, click Add.
Step 15: In the Sender ID field, enter “BrexMPP”.
Step 16: Click Save.
Setup in Brex
Step 1: Click Integrations on the left side of your Brex dashboard.
Step 2: Click Connect under Sage Intacct.
Note: Please ensure that you're not already integrated with another accounting software. To disconnect from your previous software, please see How do I disable my existing integration and set up a new one?.
Step 3: Enter the Sage Intacct sign-in credentials you received by email and select an entity to link (if you have multiple).
Step 4: Return to the Brex dashboard and select your account information from the dropdown menus to the right of Accounts payable, Bank account, and Rewards credits.
Step 5: Click Mapping on the top left of the page.
Step 6: Click Categories to map each Brex category to a Sage Intacct account. Merchants and custom rules are optional.
Step 7: 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, which can then be imported into Sage Intacct.
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.