The OfficeRnD Flex integration with Sage Intacct is designed to streamline accounting operations for large, multi-location operators. It ensures that billing transactions and customer records remain in sync between the two systems in real-time. This eliminates manual reconciliation, reduces errors, and gives finance teams a consolidated and accurate view of performance.
Before you start
To get started, you will need:
Your Sage Intacct credentials.
Your OfficeRnD admin login credentials.
Basic idea of what data you want to synchronize.
Key features
Real-time data exchange between OfficeRnD and Sage Intacct.
Configurable mapping for key billing and payment fields.
Secure, encrypted integration with credential testing.
Built-in error handling and validation.
Simple interface embedded directly in OfficeRnD.
Supports multiple OfficeRnD accounts and Sage Intacct companies.
How it works
Configuration: You enter your Sage Intacct details (URL, credentials, company ID) and verify the connection
Invoice Type Setup: Choose which invoice type you want to sync — Sales or AR invoices
Field Mapping: Match OfficeRnD fields (like revenue, location, tax, etc.) with Sage Intacct fields so that data is aligned
Options: Define extra rules for handling overpayments or entity-level details
Data Flow:
OfficeRnD → Sage: Uses secure webhooks
Sage → OfficeRnD: Uses secure APIs
Integrate OfficeRnD with Sage Intacct
The process of connecting the Sage Intacct integration in OfficeRnD Flex is described in the following diagram:
To connect the Sage Intacct integration in OfficeRnD Flex:
Open the OfficeRnD Flex Admin Portal.
Go to Settings > Integrations > Accounting and click Activate next to "Sage Intacct".
In the Active Integrations section, click Connect next to "Sage Intacct".
In the dialog:
Enter the Host URL and select "Web Service Authentication" as the Authentication Type.
Note: The Host URL is always
https://api.intacct.com/ia/xml/xmlgw.phtml.The authentication type will always be Web Service Authentication for Sage Intacct.
Enter the following credentials:
Company ID: Found on the login screen.
User ID and User Password: Sage Intacct account credentials for RUNMYBOT.
Click Test Connection to verify access.
Select the Invoice Type:
Sales Invoice
AR Invoice
Click Save.
Open the Value Mapping tab.
Map fields between OfficeRnD and Sage Intacct for:
Location
Revenue Accounts
Payment Methods
Inventory
Tax
Tax Group
Custom Properties
You can use the plus (+) button to add mappings and the bin icon to remove them.
Open the Options tab.
Based on Invoice Type selection, the following options appear:
Order Entry Invoice Type (Available on selecting Sales Invoice)
Overpayment Revenue
Entity Level
Option to select Top Level or Subsidiary Entity for transaction posting.
Select Generate invoice numbers in Sage Intacct to have Sage Intacct assign invoice numbers. Clear the checkbox to generate them from OfficeRnD instead. By default, the checkbox is cleared.
Click Submit. A success message will let you know that you have successfully connected the integration.
Important notes
Ensure all fields are correctly mapped for the smooth flow of data synchronization.
Any updates made in the field mapping must be saved using the Submit button in the configuration dialog.
If you want to switch from "AR invoices" to "Sales Invoices" or vice versa, you must first click Save after choosing the invoice type and then click Submit on the Value Mapping tab.
