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Sage Intacct

Monk connects to Sage Intacct through the Sage Intacct REST API using OAuth 2.0. The integration keeps customer, invoice, payment, and credit-memo data in sync for a single Sage Intacct company per Monk organization.

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Supported entities

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Authentication

  • Connect from Integrations → Sage Intacct in Monk. You are redirected to Sage to authorize Monk with a web-services user.
  • Monk requests the offline_access scope so tokens can be refreshed without re-authorizing.
  • Tokens are stored encrypted. If a refresh fails, the connection shows Reconnect needed and prompts you to re-authorize.

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Multi-entity, currency, and parent-child

  • Companies and entities: One Monk org connects to one Sage Intacct company. Invoices are read at the top level with their location dimension preserved. Connect additional Monk orgs to sync additional companies.
  • Currency: Invoice and payment amounts keep their transaction currency. Combined payment rows that carry both cash and credit are split into a payment and a credit-memo application so balances are never double-counted.
  • Customer hierarchy: Monk treats Sage Intacct customers as top-level accounts; use Monk’s customer relationships for roll-up.

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Configuration options

  • Deposit account: choose the bank account or undeposited-funds GL account used for payment transactions, and an optional payment method (cash, EFT, printed check, credit card).
  • Historical cutover date: limit how far back Monk imports invoices and payments.
  • Payment sync: enable or disable synchronization of payment records.
  • Auto-import: enable or disable automatic import of new Sage Intacct invoices and customers.

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Sync and reliability

  • Incremental, cursor-based sync per entity using Sage’s modification timestamps.
  • Payment writes use idempotency keys so retries never create duplicate receipts.
  • Records are referenced by Sage’s internal record number, so renaming a document ID in Sage does not break the link.

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Frequently asked questions

Do I need to install anything in Sage Intacct? No. Authorizing Monk through OAuth with a web-services user is the only step. Can one Monk org sync more than one Sage entity? One Monk org connects to one Sage Intacct company. Connect additional Monk orgs for additional companies and use Monk’s org hierarchy for roll-up.