Brex | How do I set up the Sage Intacct integration?
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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:

  1. User ID
  2. Last name
  3. First name
  4. Email address
  5. User type (Select Business)
  6. Admin privileges
  7. Select Full

Step 5: Before saving, go to the tab Roles Information and create a new role by clicking Add.

Step 6: Go to the tab User Entities and assign the relevant entities to the user for which access is required.

Step 7: Click Save. You should shortly receive an email from Sage Intacct containing a temporary password.

Assign permissions to sync the user.

Step 8:
Go to Company > Admin > Roles.

Step 9: Find the Brex Role that was created and click on subscriptions.

Step 10: Enable Company, General Ledger, and Accounts Receivable modules.

Step 11: Click on each Application/Module and select All at the top right.

Step 12: Some modules have an additional Reports permission section, select All for Reports as well.

Step 13: Save changes.

Add Brex’s Sender ID (BrexMPP) to the allowed list

Step 14:
On the home page, click Company > Set Up > Company.

Step 15: Click the Security tab and click on edit.

Step 16: In the Web Services authorizations section, click the add.

Step 17: In the Sender ID field, enter “BrexMPP”.

Step 18: 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 your Sage Intacct sign-in credentials 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.

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Open an account

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:

  1. User ID
  2. Last name
  3. First name
  4. Email address
  5. User type (Select Business)
  6. Admin privileges
  7. Select Full

Step 5: Before saving, go to the tab Roles Information and create a new role by clicking Add.

Step 6: Go to the tab User Entities and assign the relevant entities to the user for which access is required.

Step 7: Click Save. You should shortly receive an email from Sage Intacct containing a temporary password.

Assign permissions to sync the user.

Step 8:
Go to Company > Admin > Roles.

Step 9: Find the Brex Role that was created and click on subscriptions.

Step 10: Enable Company, General Ledger, and Accounts Receivable modules.

Step 11: Click on each Application/Module and select All at the top right.

Step 12: Some modules have an additional Reports permission section, select All for Reports as well.

Step 13: Save changes.

Add Brex’s Sender ID (BrexMPP) to the allowed list

Step 14:
On the home page, click Company > Set Up > Company.

Step 15: Click the Security tab and click on edit.

Step 16: In the Web Services authorizations section, click the add.

Step 17: In the Sender ID field, enter “BrexMPP”.

Step 18: 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 your Sage Intacct sign-in credentials 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.

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->

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:

  1. User ID
  2. Last name
  3. First name
  4. Email address
  5. User type (Select Business)
  6. Admin privileges
  7. Select Full

Step 5: Before saving, go to the tab Roles Information and create a new role by clicking Add.

Step 6: Go to the tab User Entities and assign the relevant entities to the user for which access is required.

Step 7: Click Save. You should shortly receive an email from Sage Intacct containing a temporary password.

Assign permissions to sync the user.

Step 8:
Go to Company > Admin > Roles.

Step 9: Find the Brex Role that was created and click on subscriptions.

Step 10: Enable Company, General Ledger, and Accounts Receivable modules.

Step 11: Click on each Application/Module and select All at the top right.

Step 12: Some modules have an additional Reports permission section, select All for Reports as well.

Step 13: Save changes.

Add Brex’s Sender ID (BrexMPP) to the allowed list

Step 14:
On the home page, click Company > Set Up > Company.

Step 15: Click the Security tab and click on edit.

Step 16: In the Web Services authorizations section, click the add.

Step 17: In the Sender ID field, enter “BrexMPP”.

Step 18: 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 your Sage Intacct sign-in credentials 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.

Was this article helpful?

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Still can't find what you're looking for?

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