*Click on diagram to expand
Sage Intacct Integration
This certified integration includes importing and exporting data necessary for using Tesorio’s AR and Collections offerings.
The list below describes the integration points and also the order we request your data from Sage Intacct. Depending on the integration point Tesorio will either perform a "Daily Batch Pull" sync from Sage Intacct or a "Real-time Data Push" sync to Sage Intacct.
To ensure data integrity, we only connect Tesorio to a single instance of Sage Intacct using customer credentials. Detailed instructions are provided as part of the implementation process.
Sage Intacct <> Tesorio data synchronization
Onboarding data synchronization
There are two stages in the initial data synchronization:
Initial data import - as soon as you connect your ERP in Tesorio, we begin pulling in all your open invoices, customers with open balances and contacts. With this data you can start using the product right away. Note that customer payments and credit memos are not included in the initial data import.
Historical data import - it starts immediately after the initial sync is completed. During the historical data import, Tesorio brings in data going back 24 months. This includes all data objects from the list below - unapplied and applied customer payments, paid invoices, customers without open balances, etc. Note that the historical data import may take a few extra days to complete based on your historical data volume.
Scheduled data synchronization
During your scheduled syncs, or on demand syncs, Tesorio pulls the following records updated since your last sync:
Entities: All entity objects are imported in Tesorio and saved as Subsidiaries
Customers: Customers from the AR module in Intacct are imported into Tesorio
Invoices: AR Invoices are imported into Tesorio.
Note: In Intacct all invoices e.g. contract invoices and sales invoice result in an invoice being created in the AR module and will also be imported into Tesorio, however, we do not read those objects directly today
If you use negative invoices they will be shown in the Tesorio Invoices Workspace
Invoice Payments: Customer Payments and invoice payment application details are imported into Tesorio's and linked together
AR Adjustments: Saved in the Credit Memos Workspace
Invoice PDFs: We pull the invoice PDFs as defined in Order entry -> Setup -> Transaction Definitions -> Sales Invoice
Additional invoice documents: Tesorio pulls additional invoice documents from Order entry -> Sales Invoice and allows you to attach them to include them in campaigns and manual emails
Custom Field Support
Currently, Tesorio supports custom fields for Customers and Invoice objects.
Customers who are interested in adding custom fields can provide a list to their CSM.
Once we import the custom fields, they can be seen and used across the product such as:
Adding the custom field as a column on the AR tables
Ability to see the field in the Popover
Use as a campaign filter criteria