Getting Started

Product Catalog

Customers

Subscriptions

Invoices, Credit Notes, and Quotes

Taxes

Payments

Site Configuration

Data Privacy & Security

Data Operations

Reports and Analytics

Integrations

Pre-implementation Settings in Sage Intacct 

Chargebee integrates with Intacct to sync invoices, and reduces manual efforts involved in managing your business financials.

The information below provides step-by-step instructions of how you can integrate your Chargebee site with Intacct. You can set up a Single-Entity or Multi-Entity Sage Intacct account integration with Chargebee.

Note
  • Intacct integration is available on Chargebee's Scale plan and above. You can refer to the Pricing page for more information.
  • Kindly contact Chargebee Support to enable Chargebee - Intacct integration for your site.

Pre-Implementation 

Before connecting your Intacct account in Chargebee, make sure that you complete the following action in your Intacct account.

Create a New Role 

As a first step, you need to create a new role for Chargebee API user with specific permissions to Intacct modules based on what is required for the integration. You can follow these steps to create a new role in Intacct:

  1. Click Company > Roles > Add.

  2. Enter the Role details and click Save.

  3. In the Role Subscriptions page, do the following:

    • Click Permissions for Order Entry Application/Module.
    • Select Read-only from the top right and select Add/Edit for the following Activities/Lists:
      • Order Entry Transactions Definitions (Add and Edit)
      • Customers (Add and Edit)
      • Items (Add and Edit)
      • Payments (Add)
      • Payment Account Information (View)
      • Payment Exchange Rate Information (View)
    • Click Save.
  4. Click Save and the new role gets created successfully with the required permissions.

Add a New API User 

You can now create a new API user for the purpose of this integration and assign the new role to this user.

To create a new user in Intacct, do the following:

  1. Click Company > Users > Add.

  2. Enter the user details, email address and the user name.

  3. Under User type, select Business.

  4. Under Admin privileges, select Full permission.

  5. Navigate to the Role information tab and select the new Role that was created in the previous step.

  6. Click Save.

Create a GL Account 

Create a General Ledger Account in Intacct by following these steps:

  1. Click General Ledger > General Ledger Accounts > Add.

  2. Enter the following details:

    • Primary/Sub Account number: Specify the GL account number.
    • Title: Enter a title for the account.
    • Account Type: Select account type to be Balance Sheet Account.
    • Normal Balance: Selet Debit.
    • Period End Closing Type: Select Non-Closing Account.
  3. Click Save.

Create a Checking Account 

Create a checking account in Intacct by following these steps:

  1. Click Applications > Cash Management > Checking > Add.
  2. Enter the Account Id, Account number, and Bank name.
  3. Select the GL account for this checking account and click Save.

Add Transaction Definitions 

You can follow these steps to add transaction definitions for Sales Invoice and Sales Credit Memo in Intacct:

  1. Click Order Entry > Setup > Transaction Definitions > Add.
  2. In the transaction definition order entry page, enter the following details to create Transaction definitions for Sales Invoice and Sales Credit Memo.
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