How to Integrate Sage Intacct with Concur: A Step-by-Step Guide

Integrating Sage Intacct with Concur can significantly streamline your financial and expense management processes, improving efficiency and data accuracy. This blog will provide a detailed, step-by-step guide to help you seamlessly integrate these two powerful platforms.

Sage Intacct is a leading cloud-based financial management solution, while Concur is a top-rated expense management software. Integrating these two systems allows for automatic data synchronization, reducing manual entry and improving financial accuracy. This guide will walk you through the integration process to ensure a smooth setup.

Benefits of Integrating Sage Intacct with Concur

• Streamlined Processes: Automate expense reporting and approval workflows.
• Improved Accuracy: Reduce manual data entry errors with real-time synchronization.
• Enhanced Reporting: Gain better insights with consolidated financial data.
• Time Savings: Free up time for your finance team to focus on strategic tasks.

Prerequisites for Integration

Before starting the integration, ensure you have the following:

• Administrative access to both Sage Intacct and Concur.
• API access enabled in both systems.
• A clear understanding of the data fields and mapping requirements.

Step-by-Step Integration Guide

A. Setting Up Concur

1. Log in to Concur: Use your administrative credentials to access the Concur dashboard.
2. Navigate to Administration: Go to the Administration section to configure the integration.
3. API Access: Ensure that API access is enabled. This may require contacting Concur support if not already set up.
4. Create an Application: In the API section, create a new application to generate your API keys.
5. Define Data Fields: Identify the data fields in Concur that you want to synchronize with Sage Intacct (e.g., expense categories, employee information).

B. Configuring Sage Intacct

1. Log in to Sage Intacct: Use your administrative credentials to access the Sage Intacct dashboard.
2. Navigate to Company Setup: Go to the Company Setup section to configure the integration settings.
3. API Configuration: Ensure that API access is enabled. Generate the necessary API credentials (Client ID, Client Secret).
4. Define Data Fields: Identify the data fields in Sage Intacct that will receive data from Concur (e.g., general ledger accounts, departments).

C. Establishing the Connection

1. Integration Platform: Use an integration platform or middleware like Dell Boomi, Workato, or a custom solution to facilitate the connection.
2. Authenticate: Enter the API credentials for both Sage Intacct and Concur in the integration platform.
3. Map Data Fields: Match the data fields between Sage Intacct and Concur to ensure accurate synchronization.
4. Configure Sync Schedule: Set the frequency of data synchronization (e.g., real-time, daily).

5. Data Mapping and Synchronization

Accurate data mapping is crucial for seamless integration. Ensure that:

• Expense categories in Concur are correctly mapped to corresponding accounts in Sage Intacct.
• Employee data is accurately synchronized between both systems.
• Currency settings are consistent across platforms.

6. Testing the Integration

1. Initial Sync: Perform an initial synchronization to test the connection.
2. Verify Data: Check that data is accurately transferred between Concur and Sage Intacct.
3. Resolve Issues: Address any discrepancies or errors identified during testing.

7. Troubleshooting Common Issues

• Authentication Errors: Double-check API credentials and permissions.
• Data Mismatches: Ensure data fields are correctly mapped and consistent.
• Sync Failures: Review logs for error messages and consult support if needed.

8. Best Practices for Maintaining the Integration

• Regular Audits: Periodically review the integration settings and data mappings.
• User Training: Ensure users are trained on the integrated system to prevent errors.
• Monitor Performance: Continuously monitor the integration for performance issues and resolve them promptly.
• Update Systems: Keep both Sage Intacct and Concur updated to the latest versions to benefit from improvements and security updates.

Conclusion

Integrating Sage Intacct with Concur can bring substantial efficiency gains and improve your financial management processes. By following this step-by-step guide, you can achieve a seamless integration, ensuring your data is accurate, up-to-date, and readily available for strategic decision-making. Regular maintenance and adherence to best practices will keep your integration running smoothly and support your business’s growth.

For further assistance or advanced customization, consider consulting with an integration specialist or leveraging third-party tools tailored to your specific needs.