Before you can start importing expenses from Fyle and exporting them to Sage Intacct, you must follow the onboarding process to set up the integration. Follow these steps to set up the integration:
1. Sign in to the Fyle Sage Intacct Integration app
Go to https://sage-intacct.fyleapps.com. Click on Sign in with Fyle.
If you're already signed into your Fyle account on another tab, you'll be signed in to the integration app automatically. If not, enter your Fyle account credentials to sign in.
2. Connect to your Fyle Account
After entering your login credentials, you need to allow the integration app to access your Fyle Account.
If you have multiple organizations on your Fyle Account, select the Organization from which you wish to import and export expenses.
Click on Allow.
3. Connect to your Sage Intacct account
Once you've logged in successfully to the integration app, you need to connect to your Sage Intacct account.
Click on Connect Sage Intacct.
Enter the required credentials. Read here to learn how to generate all the credentials required for this connection.
4. Configure Fyle Sage Intacct app
The features from Fyle (expenses, employees, projects, etc.) may be referred to by different terminologies on Sage Intacct.
On this page, you need to map the features/fields from Fyle to their equivalent features on Sage Intacct.
For example, your organization may refer to employees as Vendors and reimbursable expenses as Bills on Sage Intacct. Select the correct references and map the Fyle features to their equivalent features on Sage Intacct.
If you are looking to export corporate credit card expenses as journal entries in Sage Intacct, kindly follow this article first to set up a folder in Sage Intacct.
Mapping projects and cost centers are optional. You can configure them if your organization uses those features on Fyle.
5. Map Fyle Fields to Sage Intacct
Lastly, you have to set up the mappings.
General Mappings
On this page, you need to:
Select the Default Sage Intacct Location if you want to map expenses in Fyle to a default Location, or select None.
Select the Default Sage Intacct Department if you want to map expenses in Fyle to a default Department, or select None.
Select the Default Sage Intacct Project if you want to map expenses in Fyle to a default Project, or select None.
Select the Default Charge Card / Default Vendor if you are exporting your Corporate Credit Card expenses as Charge Card Transactions and want to map them to a default Charge Card or Vendor.
Select the Default Credit Account if you are exporting your Corporate Credit Card expenses as Journal Entries and want to map them to a default GL Account.
Employee Mappings:
On this page, click on Create Employee Mapping and:
Select an Employee from the Fyle App.
Map that employee to the corresponding Sage Intacct vendor (or whatever is the equivalent of Employee on Sage Intacct)
Create mappings for all your employees from the Fyle app.
Category Mappings:
On this page, click on Create Category Mapping and:
Select a Category from the Fyle App.
Map that category to the corresponding Sage Intacct GL Account / Expense Type.
Create mappings for all the expense categories you use on Fyle.
(Set up the next two mappings if your organization uses Projects and Cost Centers on Fyle)
Project Mappings:
On this page, click on Create Project Mapping and:
Select a Project from the Fyle App.
Map that category to the corresponding Sage Intacct Project / Department / Location.
Create mappings for all the company projects configured on Fyle.
Cost Center Mappings:
On this page, click on Create Cost Center Mapping and:
Select a Cost Center from the Fyle App.
Map that category to the corresponding Sage Intacct Project / Department / Location.
Create mappings for all the company cost centers configured on Fyle.
Once these mappings are configured, you are ready to start importing and exporting expenses through the integration app. Learn how to import and export expenses.