Dext + Sage Intacct

Export new Dext receipts and create contacts in Sage Intacct when ready

Improve your financial management with this straightforward workflow. As soon as your invoices are prepared for export in Dext, they are seamlessly transferred to Sage Intacct. This automation facilitates accurate record-keeping and enhances efficiency in your monetary operations. Enjoy the benefits of streamlined accounting tasks with this integration.

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TriggerPolling
automatically do this!
ActionWrite

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Supported triggers and actions

- Archive Receipts
- Client Filter
Trigger
Polling
Try It
- Threshold
- Client Filter
Trigger
Polling
Try It
- PhotoRequired
- Client Filter
Action
Write
- PhotoRequired
- Client Filter
Action
Write
- State
Trigger
Polling
Try It

- Status
Trigger
Polling
Try It
- Suggested Contact NameRequired
- Print AsRequired
- Last Name
- First Name
- Middle Name
- Prefix
- Company Name
- Primary Email Address
- Secondary Email Address
- Primary Phone
- Secondary Phone
- Mobile Phone
- Pager
- Fax
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Territory
- ZIP or Postal Code
- Country
- ISO Country Code
- Primary URL
- Secondary URL
- Status
- Discount
- Is Taxable?
- Tax ID
- Show in Contact List
Action
Write

- Invoice DateRequired
- Due DateRequired
- Action
- Invoice Number
- Reference Number
- Description
- Document ID
- Base Currency
- Transaction Currency
- Exchange Rate - Date
- Exchange Rate - Rate
- Exchange Rate - Type ID
- Customer Message - Choose Existing Message
- Customer Message - Custom Message
- Contacts - Pay To
- Contacts - Return To
- Contacts - Return To - Tax ID
- Contacts - Return To - Tax Group
- Billback Template
- Attachment
- CustomerRequired
- Customer - Delivery Options
- Payment Term
- Tax Solution Key
- Invoice Summary
- Transaction AmountRequired
- GL AccountRequired
- Override Offset GL Account
- Memo
- Allocation
- Account Label
- Location
- Department
- Employee
- Project
- Customer
- Vendor
- Item
- Warehouse
- Class
- Task
- Cost Type
- Asset
- Contract
- Affiliate Entity
Action
Write
- Document type
- VendorRequired
- Transaction dateRequired
- Date
- Rate
- Type ID
- Payment term
- Shipping method
- Attachment
- Tax solution
- Source document
- Primary contact
- Ship to contact
- Bill to contact
- Deliver to contact
- ItemRequired
- UnitRequired
- QuantityRequired
- Unit priceRequired
- Line description
- Line memo
- Location
- Warehouse
- Department
- Project
- Task
- Class
- Customer
- Employee
- Subtotal
- History record
Action
Write
Find Bill
Finds a bill based on a search criteria.
Action
Search
Find Invoice
Finds a invoice based on a search criteria.
Action
Search
Find Invoices
Finds invoices within a date range.
Action
Search

- Client Filter
Trigger
Polling
Try It
- First NameRequired
- Last NameRequired
- EmailRequired
- Mobile Number
- Account Name
Action
Write
Check Number of Processed Receipts
Check if you have newly processed items submitted by your clients. Sample data is an overview of new receipts for a demo company.
Action
Write
- Status
Trigger
Polling
Try It
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
Try It
- Due DateRequired
- Created DateRequired
- Vendor
- Transaction AmountRequired
- GL AccountRequired
- Total Transaction Amount
- Memo
- Location
- Department
Action
Write
- NameRequired
- Sales Representative
- Customer Type
- Territory
- Parent
- Shipping Method
- Term
- Account Group
- Price List
- Price Schedule
- Override Offset GL Account
Action
Write
- Project resource
- Project
- Employee
- Item
- Labor rate
- Expense rate
- AP and purchasing rate
Action
Write
- CustomerRequired
- Name
- Sales Representative
- Customer Type
- Territory
- Parent Customer
- Shipping Method
- Payment Term
- Account Group
- Price List
- Price Schedule
- Override Offset GL Account
Action
Write
Find Customer
Finds a customer based on search criteria.
Action
Search
Find Vendor
Finds a vendor based on a search criteria.
Action
Search

About Dext

Dext makes accountants and the businesses you look after more productive and profitable through better data and insights.

Learn more

Related categories

Accounting

About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

Related categories

Accounting

Related Zap Templates

Create new Dext client accounts from new Sage Intacct invoices

Export new processed receipts data in Dext and create contacts in Sage Intacct

Dext + Sage Intacct

Export new Dext receipts and create contacts in Sage Intacct when ready

Supported triggers and actions

Export Receipts When Ready

New Processed Receipt Notification

Submit Receipts

Submit Sales Invoices

New Invoice

New Vendor

Create Contact

Create Invoice

Create Vendor Invoice

Find Bill

Find Invoice

Find Invoices

Export New Processed Receipt Data

Create New Client Account

Check Number of Processed Receipts

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Create or Update Project Resource

Update Customer

Find Customer

Find Vendor

About Dext

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates