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Sage Intacct import guide for developers

This Sage Intacct import guide explains the inbound review flow: connect the intended company, read the import outcome, and reconcile independently against Sage.

Inbound review

Connect the intended source company and book/entity scope through the application. Use read-only Sage access for a review. Never put connector credentials in browser-side code.

Read the import outcome

Inspect accepted, protected, skipped and failed records along with unsupported source families. A protected or rejected record is not proof that its latest financial content was imported.

Reconcile independently

Match dates, entity/book, currency and basis. Compare record populations, opening balances, account activity, closing balances and AP/AR documents and applications. Retained XML and a balanced trial balance are not complete reconciliation.