EasyCSV + Sage Intacct

Generate new Sage Intacct contacts from new EasyCSV file imports

Elevate your efficiency with this workflow that turns your EasyCSV data import into new contacts within Sage Intacct. As soon as a new CSV file is generated inside EasyCSV, this automation takes over to create contact in Sage Intacct, saving you time and minimizing manual entry errors. This is an excellent solution for businesses looking to streamline their contact management and improve data accuracy.

When this happens...
New CSV File Generated via Import
Triggers when a new CSV File is generated after new data has been imported.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

New CSV File Generated via Import
Triggers when a new CSV File is generated after new data has been imported.
Trigger
Instant
Try It
- CSV File: Header and Data Rows (Separate values for each row with commas - click here or read below for setup help)Required
- CSV Filename (optional)
Action
Write
- Status
Trigger
Polling
Try It
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
Try It
- Vendor IDRequired
- Bill Number
- Transaction DateRequired
- Due DateRequired
- Payment Term
- Reference Number
- GL Posting Date
- Transaction Currency
- Base Currency
- Exchange Rate Type
- Exchange Rate Date
- Exchange Rate Value
- Attachments ID
- GL Account NumberRequired
- Transaction AmountRequired
- Description
- Department ID
- Location ID
- Project ID
- Customer ID
- Item ID
- Contract ID
Action
Write

- Customer NameRequired
- 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

New Spreadsheet Row Import
Triggered for every row/record in a spreadsheet being imported.
Trigger
Instant
Try It
- CSV FileRequired
- File Includes Headers?Required
Action
Write
- State
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Contact NameRequired
- Print AsRequired
- 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 IDRequired
- Due Date
- Payment Term
- Create Draft
- GL Account Number
- AR Account Label
- Offset GL Account Number
- Transaction AmountRequired
- 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
- Summary Record No
- 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

About EasyCSV

EasyCSV enables your users or team members to import CSV files and Google Sheets into your app or any public api.

Learn more

Related categories

Spreadsheets

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

Import new spreadsheet rows from EasyCSV to create contacts in Sage Intacct

Create new Sage Intacct contacts from new rows imported in EasyCSV

Create new Sage Intacct contacts from newly imported EasyCSV spreadsheet rows

EasyCSV + Sage Intacct

Generate new Sage Intacct contacts from new EasyCSV file imports

Supported triggers and actions

New CSV File Generated via Import

Create CSV File

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

New Spreadsheet Row Import

Parse CSV File

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

About EasyCSV

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates