Connect Dext and Sage Intacct to unlock the power of automation

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Quickly connect Dext to Sage Intacct with a Zapier template.

Our most popular template

Create new Dext client accounts from new Sage Intacct invoices
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Sage Intacct + Dext
Export new processed receipts data in Dext and create contacts in Sage Intacct
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Dext + Sage Intacct
Export new Dext receipts and create contacts in Sage Intacct when ready
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Dext + Sage Intacct

Create new Dext client accounts from new Sage Intacct invoices

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Sage Intacct + Dext

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

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Dext + Sage Intacct

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

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Dext + Sage Intacct

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Zapier makes it easy to integrate Dext with Sage Intacct - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Export Receipts When Ready" from Dext.

Add your action

An action happens after the trigger—such as "Create Bill" in Sage Intacct.

You’re connected!

Zapier seamlessly connects Dext and Sage Intacct, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Archive Receipts
- Client Filter
Trigger
Polling
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- Threshold
- Client Filter
Trigger
Polling
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- Photo
  Required
- Client Filter
Action
Write
- Photo
  Required
- Client Filter
Action
Write
- State
Trigger
Polling
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- Status
Trigger
Polling
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- Contact Name
  Required
- Print As
  Required
- Last Name
- First Name
- Middle Name
- Prefix
- Company Name
- Taxable
- Tax ID
- Contact Tax Group Name
- Active
- Primary Phone Number
- Secondary Phone Number
- Cellular Phone Number
- Pager Number
- Fax Number
- Primary Email Address
- Secondary Email Address
- Primary URL
- Secondary URL
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
Action
Write

- Invoice Number
- Reference Number
- Customer ID
  Required
- Due Date
- Payment Term
- Create Draft
- GL Account Number
- AR Account Label
- Offset GL Account Number
- Transaction Amount
  Required
- Location ID
- Allocation ID
- Customer ID
- Class ID
- Contract ID
- Department ID
- Employee ID
- Vendor ID
- Warehouse ID
- Project ID
- Item ID
- Memo
- Rev Rec Template ID
- Deferred Revenue GL Account Number
- Rev Rec End Date
- Rev Rec Start Date
- Total Due
- Total Paid
- External ID
- Description
- Bill To Contact
- Ship To Contact
- SummaryRecordNo
- Attachments ID
- Base Currency Code
- Transaction Currency Code
- Exchange Rate Date
- Exchange Rate Type
- Exchange Rate Value
- Transaction Date
- GL Posting Date
- Post to GL?
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

- Client Filter
Trigger
Polling
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- 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
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New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
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- Vendor ID
  Required
- Bill Number
- Transaction Date
  Required
- Due Date
  Required
- Payment Term
- Reference Number
- GL Posting Date
- Transaction Currency
- Base Currency
- Exchange Rate Type
- Exchange Rate Date
- Exchange Rate Value
- Attachments ID
- GL Account Number
  Required
- Transaction Amount
  Required
- Description
- Department ID
- Location ID
- Project ID
- Customer ID
- Item ID
- Contract ID
Action
Write
- Customer Name
  Required
- Active
- One Time Use
- First Name
- Middle Name
- Last Name
- Primary Contact Name
- Primary Phone Number
- Mobile Phone Number
- Pager
- Fax
- Primary Email Address
- Secondary Email Address
- URL
- Currency
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
- Print As
- Exclude from the company contact list
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

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Customers have created over 25 million Zaps on the platform

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Connect Dext and Sage Intacct to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Dext to Sage Intacct integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Dext + Sage Intacct integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dext and Sage Intacct

How can I integrate Dext with Sage Intacct?

You can integrate Dext with Sage Intacct through automation platforms that support both applications. This integration allows actions such as creating vendor bills in Sage Intacct from new documents uploaded in Dext.

What triggers can I use with the Dext and Sage Intacct integration?

The integration allows you to set up triggers such as 'New Document' in Dext, which can initiate actions like creating an expense report in Sage Intacct.

Can actions be automated between Dext and Sage Intacct?

Yes, with the integration, you can automate actions like generating journal entries in Sage Intacct whenever a new receipt is added to Dext.

Is it possible to update records automatically in Sage Intacct with data from Dext?

Absolutely. When new data is categorized in Dext, it can trigger updates or insertions of records within Sage Intacct, such as updating accounts payable.

Do I need technical expertise to set up the integration between Dext and Sage Intacct?

Setting up this integration typically doesn’t require deep technical expertise. Our platform provides a user-friendly interface where you can connect triggers and actions easily between the two applications.

What should I do if my automated action fails during the Dext and Sage Intacct integration?

We offer troubleshooting steps and support for resolving any issues that arise. Your configured workflow will log errors which may provide insight into what might have gone wrong during the process.

Are there limitations on data types or fields when integrating Dext with Sage Intacct?

While most commonly used data types are supported, it's recommended to review field mappings during setup to ensure compatibility between document formats in Dext and entry fields in Sage Intacct.

About Dext

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

Learn moreLearn moreHelpHelp

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.

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Related categories

Accounting

Connect Dext and Sage Intacct to unlock the power of automation

Set up your first integration

Create new Dext client accounts from new Sage Intacct invoices

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

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

Create new Dext client accounts from new Sage Intacct invoices

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

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

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Dext and Sage Intacct to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Frequently Asked Questions about Dext + Sage Intacct integrations

Connect Dext to Sage Intacct on the world's largest no-code automation platform