company and Administration

Sage Intacct import service: new imports now available

The Sage Intacct import service continues to expand, making it easier to bring more of your data into Intacct using a consistent, guided import experience. In this release, we’re introducing additional imports and updated availability statuses, giving you access to more data imports.

The import service provides a structured workflow for loading data, mapping fields, validating results, and correcting errors before you commit changes. As we grow support across Intacct areas, you can rely on the same import experience, regardless of the type of data you’re working with.

Key benefits

  • Reduced manual effort: No more manual data tweaks. Describe the changes that you want to see and let the AI agent to do the heavy lifting.

  • Improved data accuracy: Preview and rollback features help ensure that your data is correct before it’s imported into Intacct.

  • Increased productivity: Easily handle complex mapping scenarios, like splitting a full name into first, middle, and last names, or combining columns to create new values.

What's changed

The following imports are either newly added to the import service or have had their status updated. For example, an updated status could mean moving from Early Adopter to General Availability.

Early Adopter and General availability imports are available to all users with permissions for the corresponding Intacct areas. Beta imports are available only to users enrolled in the Beta program (see below).

View all available imports at About the import service.

Accounts Receivable

Import Create Update Status
AR Advances Yes Yes NEW: Beta

Consolidation

Import Create Update Status
Ownership structure Yes Yes NEW: Beta
Ownership structure periods Yes Yes NEW: Beta

Join the Beta program

We invite you to explore the new capabilities of our imports in Beta.

Your insights are incredibly valuable. By signing up via the form linked below, you'll not only get early access but also have the opportunity to shape the future of this feature. After you try it out, we'd love to hear your feedback.

Sign up for Beta access here.

Permissions and other requirements

Subscription Company
Regional availability

All regions
User type

Business
Permissions

Company Setup Checklist: Run

You also need permission to access the specific applications of Intacct where you want to import data.