Sage Intacct + Skedda
Create new Sage Intacct contacts from new Skedda bookings
Streamline your client onboarding process with this intelligent workflow. When a user booking occurs in Skedda, a contact is instantly created in Sage Intacct. This seamless integration ensures efficient data entry, keeping your client information in Sage Intacct up-to-date, and saving you valuable time. Experience a smoother booking and accounting process tailored to your needs.
Streamline your client onboarding process with this intelligent workflow. When a user booking occurs in Skedda, a contact is instantly created in Sage Intacct. This seamless integration ensures efficient data entry, keeping your client information in Sage Intacct up-to-date, and saving you valuable time. Experience a smoother booking and accounting process tailored to your needs.
- When this happens...New User Booking
Triggers when a new booking is made for a user.
- automatically do this!Create Contact
Triggers when a new contact is created.
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New Internal Booking
Triggers when a new internal booking is created.
Try ItStatus
Try ItNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItVendor 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
New User Booking
Triggers when a new booking is made for a user.
Try ItState
Try ItStatus
Try ItContact 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