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How do I connect my eCommerce site to Sage Intacct’s accounting system via API?

by | Apr 26, 2023 | API & System Integrations, Blog

HOW DO I CONNECT MY eCOMMERCE SITE TO SAGE INTACCT

...via an Application Programming Interface (API)?

Connecting your eCommerce site to Sage Intacct’s accounting system via API can be a complex process, but there are several steps you can follow to make it easier. Here is a general overview of the process:

Suggested Read – What are APIs and how do APIs work?

Step #1 Create an account with Sage Intacct

The first step is to create an account with Sage Intacct. You can do this by visiting their website and signing up for an account. Once you have an account, you will be able to access their API documentation and create API keys.

Step #2 Review Sage Intacct’s API Documentation

Before you start integrating your eCommerce site with Sage Intacct, it is important to review their API documentation. This will give you an understanding of the API endpoints and data structures you will be working with. Need help from a developer? Click here for a free consultation.

Suggested Read: What are the top problems with using APIs to integrate systems together?

Step #3 – Choose an eCommerce platform that integrates with Sage Intacct

There are several eCommerce platforms that integrate with Sage Intacct, such as Shopify, BigCommerce, and Magento. Choose an eCommerce platform that is compatible with Sage Intacct and has a strong track record of successful integrations. Read more about Sage Intacct system integration here.

Step #4 Install & configure the integration plugin

Once you have chosen an eCommerce platform, you will need to install and configure the integration plugin. The plugin will allow you to connect your eCommerce site with Sage Intacct and transfer data between the two systems.

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Step #5 Map your data

Before you start transferring data between your eCommerce site and Sage Intacct, you will need to map your data. This involves identifying the data fields in your eCommerce site that correspond to the fields in Sage Intacct’s accounting system. For example, you may need to map your product names to Sage Intacct’s GL accounts.

Sage Intacct Example of Order Entry Work Flow

Step #6 Test the integration

Before you go live with your integration, you should test it thoroughly to ensure that everything is working correctly. You can do this by running test transactions and verifying that the data is being transferred correctly between your eCommerce site and Sage Intacct.

Step #7 Go Live

Once you have tested the integration and are satisfied that everything is working correctly, you can go live. Be sure to monitor the integration closely during the first few days to ensure that everything is running smoothly.

In conclusion…

In summary, connecting your eCommerce site to Sage Intacct’s accounting system via API involves creating an account with Sage Intacct, reviewing their API documentation, choosing an eCommerce platform that integrates with Sage Intacct, installing and configuring the integration plugin, mapping your data, testing the integration, and going live. By following these steps, you can create a seamless integration that streamlines your eCommerce and accounting operations

Want to speak to a human about how integrating accounting system softwares such as Sage Intacct can lead to saving time and money? Give us a call on 303.473.4000 or click here to get in touch.

Stay tuned for more…

Jeff

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