> ## Documentation Index
> Fetch the complete documentation index at: https://usepike.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Sage Intacct

> How to connect Sage Intacct to Pike to sync customers, items, projects, invoices, payments, and AP bills, and send invoices from Pike.

The Sage Intacct integration syncs customers, items, Intacct projects, posted invoices, payments, and AP bills into Pike, and sends invoices created in Pike to Intacct. AP bills land on projects with their dimensions, so project margin counts real costs.

## Connect Sage Intacct

1. Go to **Workspace settings** → **Integrations** → **Sage Intacct**.
2. Click **Add integration**.
3. Enter your Sage Intacct Web Services credentials and company ID.

Only workspace admins can connect or disconnect Sage Intacct.

## Import data

On the integration page, click **Import data**. The stepper runs entities in dependency order, so customers import before the projects and invoices that reference them. It skips entities whose **Read** toggle is off, names them, and links to sync settings.

## What syncs

| Sage Intacct | Pike | Direction |
| - | - | - |
| Customers | Customers | Both ways |
| Items | Products | Sage Intacct to Pike |
| Projects | Projects, matched by project ID | Sage Intacct to Pike |
| Posted invoices | Invoices | Both ways |
| Payments | Payments on the invoice | Sage Intacct to Pike |
| AP bills | Expenses, with project and dimension | Sage Intacct to Pike |

### Dimensions

Map Sage Intacct departments and locations to Pike teams.

### Source of truth

Once a record is linked, Sage Intacct owns the linked fields and Pike reads them back. Pike-only fields, such as project links, internal notes, allocations, and cost profiles, stay in Pike and are never overwritten.

### Schedule

Pike syncs with Sage Intacct every 24 hours by default. Change the schedule in the integration settings. **Import data** and **Refresh** always run on demand.

## Sync settings

While Sage Intacct is connected, the **What syncs with Sage Intacct** card sits under the top button row on the integration page. Each entity has a **Read** toggle (Sage Intacct to Pike) and, where supported, a **Send** toggle (Pike to Sage Intacct) and a **Send when** option. Toggles save immediately.

Admins and finance users can change these settings.

| Entity | Read | Send |
| - | - | - |
| Products | Yes | Not available |
| Customers | Yes | Yes |
| Projects | Yes | Not available |
| Payments | Yes | Not available |
| AP bills | Yes | Not available |
| Invoices | Yes | Yes, on by default |

New connections start with **Read** on for everything and **Send** on for invoices only.

### Send when

**Send when** applies to customers only and needs **Send** on.

* **When you send it**: you send each customer yourself.
* **With its first invoice**: sending an invoice for an unlinked customer creates the customer in Sage Intacct first.

### Invoices and payments

Invoices reach Sage Intacct only when someone sends them. Emailing an invoice from Pike does not send it to Sage Intacct. After an invoice is sent, make changes in Sage Intacct.

Payments update Pike in real time where the accounting system offers webhooks, and on each scheduled sync where it does not.

## Synced records

Every synced record shows the Sage Intacct marker, "Last synced {time}" or "Not synced yet", and a **Refresh** action. **Refresh** shows only while **Read** is on for that entity.

### Sync issues

Records that fail to sync appear in the **Sync issues** list on the integration page, with the record, the reason, and a **Retry** action. The integration never deletes Pike data on its own. A record removed in Sage Intacct is marked "Removed in Sage Intacct" in Pike, never deleted.

## Disconnect

Disconnecting Sage Intacct stops syncing and keeps all imported data. Linked records keep their history.

## Permissions

Synced data respects Pike roles and private projects. A private project's tasks never sync out to anyone who cannot see the project in Pike.

## Limits

* Pike does not post to the general ledger. Sage Intacct stays the system for posting.
* Projects match by Intacct project ID.
* After an invoice is sent to Sage Intacct, make changes in Sage Intacct.

## Related

* [Sage Intacct integration overview](https://usepike.com/integrations/sage-intacct): What syncs, how agencies use it, and FAQs.
* [Oracle NetSuite](https://usepike.com/docs/integrations/netsuite.md): Sales orders, bills, and dimensions from NetSuite.
* [Business Central](https://usepike.com/docs/integrations/business-central.md): Sales orders become Pike projects.
* [Invoicing](https://usepike.com/docs/finance/invoicing.md): Create and send invoices from tracked work.


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