Connect your operational data to Sage Intacct Order Entry
Operational systems capture what actually happened — jobs, bookings, usage, product or service transactions. Getting that into Sage Intacct Order Entry means structuring documents correctly, mapping items and customers, and generating the right references. We build the repeatable process between your operational export and the Order Entry import.
Turn operational sales data into Sage Intacct Order Entry imports without rebuilding every transaction by hand.
The manual problem
Order Entry imports need a precise document structure — headers and lines grouped correctly, items and customers mapped to Intacct records, quantities and rates calculated, and transaction definitions selected. Rebuilding that from a raw operational export by hand is repetitive and fragile.
Suitable source data
We work from the real file you already receive. That might be:
- Job-management systems
- Booking systems
- Service platforms
- Sales exports
- Usage records
- Product or service transactions
- Customer activity files
Rules we may build in
Configured to your approved process — not assumed automatically:
Send us the before. Show us the after. We build the process between.
You provide a representative export (the “before”) and the result Sage Intacct needs (the “after”) — your current import template, a previously successful import, or examples of correctly entered transactions. We document the transformation rules in between, build a customer-specific workflow and test it against representative sample data.
Your operational system records the work. Rekeyless prepares the finance transaction.
Validation checks
- Correct header-and-line grouping
- Recognised item and customer records
- Valid transaction definitions
- Quantities and rates calculate correctly
- Required Order Entry fields present
Exception handling
Unmapped items or customers, and rows that break the document grouping, are flagged for review before the import file is finalised.
Each workflow is configured around your own source file and current Sage Intacct import template. We do not promise that any file works without configuration, and we do not assume one universal template fits every company.
Ready to remove this manual step?
Tell us what you currently receive and what Sage Intacct needs. We will assess whether it can become a repeatable workflow.