company & Administration

More imports available in the Sage Intacct import service

Bring more of your data into Sage Intacct with additional imports now available through the import service. The expanded coverage lets you use the same streamlined import experience across more business processes and data types.

Key benefits

Expanded import coverage: Access more data imports through our import service.
Consistent import experience: Use the same guided workflow across supported import types.
Improved data quality: Review mapping and validation results before committing changes.
Greater efficiency: Reduce the time spent preparing and importing data.

What's changed

The following imports have been added to the import service. View all available imports at About the import service.

Early Adopter and General availability imports are available to all users with permissions for the corresponding Intacct areas. Beta imports are available only to users enrolled in the Beta program. Our Beta program is currently closed (see below).

Accounts Payable

Import	Create	Update	Status
Adjustments	Yes	Yes	NEW: Beta

Accounts Receivable

Import	Create	Update	Status
Adjustments	Yes	Yes	NEW: Beta
Customer refunds	Yes	Yes	NEW: Beta
Payments	Yes	Yes	NEW: Beta

Cash Management

Import	Create	Update	Status
Credit card transactions	Yes	Yes	NEW: Beta

Consolidations

Import	Create	Update	Status
Ownership periods	Yes	Yes	NEW: Beta

Contracts

Import	Create	Update	Status
Usage	Yes	Yes	NEW: Beta

Depository Management

Import	Create	Update	Status
Depository accounts	Yes	Yes	NEW: Beta

Fixed Asset Management

Import	Create	Update	Status
Asset classification	Yes	Yes	NEW: Generally available

Projects

Import	Create	Update	Status
Project resources	Yes	Yes	NEW: Beta
Task resources	Yes	Yes	NEW: Beta

Purchasing

Import	Create	Update	Status
PO Transaction Definitions	Yes	Yes	NEW: Beta

Good to know

We resolved an intermittent issue that prevented the file upload button from appearing in the import service. The change made to resolve this issue also affects how file uploads work. You can now upload multiple files to the same import service worksheet. Previously, each worksheet was limited to one file.

If an import service worksheet already contains records and you upload another file to it, the import service adds the new records below the existing ones. It does not replace, merge, or update the records that are already there.

To keep imports easier to review and manage, consider using a separate worksheet for each file.

If you have an existing import worksheet where the file upload option is not available, contact Sage Intacct Support for assistance.

The import service beta enrollment is closed

Enrollment in the import service beta is currently closed.

Organizations already enrolled in the beta can continue using the service. We are not accepting new enrollments at this time.

Permissions and other requirements

Subscription	Company
Regional availability	All regions
User type	Business
Permissions	Company Setup Checklist: Run You also need permission to access the specific applications of Intacct where you want to import data.