Sage Intacct is a powerful cloud accounting software designed to streamline financial management for growing organizations (typically 20+ employees) and mid-sized companies. It provides automation and trusted insights across financials, planning, HR, and payroll.

Velocity supports integration with Sage Intacct customers, orders, items and invoices. The initial integration can be made upon request.

The following information is needed in order to set up the integration

The sender ID and sender password will come from a Web Services developer license. Make sure that the sender ID is authorized for the company that is being integrated with Velocity. The user ID and user password will typically come from a Web Services user account which can be set up by the administrator for the Sage Intacct company.

If your Sage Intacct account does not have a specific item ID set up for adding shipping to invoices, let your Velocity rep know.

The primary use of the integration between Velocity and Sage Intacct is the ability to report Velocity orders to Sage Intacct. Before being able to report an order to Sage Intacct, some things need to be configured.

The following are required before Velocity can report information to Sage Intacct.

Once these things are set up, an order can be reported to Sage Intacct. Below is a list of information that will be reported at both the order level and the item level.

When reporting an order to Sage, there are a few fields that must be filled out first on the Order Details page: