> ## Documentation Index
> Fetch the complete documentation index at: https://docs.monk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sage Intacct

> Monk integration with Sage Intacct ERP

# 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.

## Supported entities

| Monk entity       | Sage Intacct entity       |
| ----------------- | ------------------------- |
| Customer          | Customer                  |
| Customer contacts | Contact                   |
| Invoice           | AR invoice                |
| Invoice line      | AR invoice line           |
| Payment           | AR payment                |
| Credit memo       | AR adjustment             |
| Chart of accounts | GL account / bank account |

## 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.

## 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.

## 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.

## 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.

## 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.