Sage Intacct + Sansan
Create new Sage Intacct contacts from new Sansan business cards
When a new business card is received in Sansan, this workflow swiftly creates a contact within your Sage Intacct system. It reduces manual data entry and ensures your contact information stays up to date. Please note this workflow functions only when a new business card is added in Sansan and Sage Intacct is in use. A hassle-free way to manage your contacts and stay organized.
When a new business card is received in Sansan, this workflow swiftly creates a contact within your Sage Intacct system. It reduces manual data entry and ensures your contact information stays up to date. Please note this workflow functions only when a new business card is added in Sansan and Sage Intacct is in use. A hassle-free way to manage your contacts and stay organized.
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Scanned or Registered ByRequired
Try ItStatus
Try ItNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItDue DateRequired
Created DateRequired
Vendor
Transaction AmountRequired
GL AccountRequired
Total Transaction Amount
Memo
Location
Department
BizCard IDRequired
State
Try ItStatus
Try ItSuggested 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