Hello everyone! Today we are proud to announce a new integration we have been working on, this time with Sage Intacct via Agave. As always, we are looking for ways to provide our loyal customer base with new tools and ways to interact with other powerful tools in the market, in order to give the most complete time capture and payroll solution available.
To enable the integration, of course you will need to have an account setup with Sage Intacct. Then, just go to the Administration tab and select "Integration via Agave", found in the Integration tab:
Here you can enable the auto synchronization of tasks, by ticking the checkbox for "Auto sync tasks:", then you can select the appropriate option according to your company's needs and configuration:
Once that is done, you can go to the Administration tab and access the "Maintain Task/Customer List" setting within the Basic section. When you open the dropdown menu, you will find a few new options that are meant to be used with this integration, where you can pull the projects and cost codes directly from the Agave Third Party system. Make sure to select the team or teams you want to load the tasks to and pick your desired option. In this case, we loading projects as tasks to our selected team:
Timecard will pull the appropriate list of projects and even has the capability to load addresses and External IDs. You will get a confirmation screen similar to this one, if everything looks good, click the "Confirm" button:
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| Click image to enlarge |
After the tasks are loaded, you can confirm it was done successfully by clicking on the team name back in the "Maintain Task/Customer List" section:
We will be providing more exciting updates about this topic, so stay tuned!
--Econz Team
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