Get Started with the Emburse Intacct Connector

Use the Emburse Intacct Connector to synchronize expense data between Emburse Spend and Sage Intacct. Completing this setup reduces manual entry, improves accuracy, and supports a faster reconciliation process.

This article applies to customers using the enhanced Intacct configuration in Emburse Spend. If the Accounting Integration screen in Emburse Spend does not display a Configure Settings button, follow the instructions in Connect Sage Intacct to Emburse Spend instead.

Complete the steps in this guide in the order listed. Each step builds on the previous one and is required to ensure a successful and reliable synchronization between Emburse Spend and Intacct.

Prerequisites

Before you connect Sage Intacct and Emburse Spend, confirm the following:

  • You have an Administrator role in Intacct.
  • You have an Administrator role in Emburse Spend.
  • You have an up-to-date list of expense types and other required accounting values that you plan to use with Emburse Spend.

1. Create a Web Services User in Sage Intacct

The Emburse Intacct Connector uses Sage Intacct Web Services to exchange data between Intacct and Emburse Spend securely. To enable this connection, you must create a dedicated Web Services user in Intacct and authorize the EmburseMPP sender.

This user allows Emburse Spend to import employees, vendors, and accounting data and to export approved expenses back to Intacct.

Follow the step-by-step instructions in Connect Your Sage Intacct Account to Emburse Spend with the Emburse Intacct Connector to:

  • Create a Web Services user in Sage Intacct
  • Assign the required permissions
  • Authorize the EmburseMPP sender
  • Generate the credentials required for integration

Complete this step before configuring sync settings in Emburse Spend.

2. Select Employees or Vendors to Sync

If you post expense reports to Intacct as a Journal Entry, skip this section.

The Emburse Intacct Connector automatically creates user records in Emburse Spend based on active employees or vendors in your Sage Intacct instance. When employee or vendor details change in Intacct (e.g., name, default Department), the connector updates the corresponding record in Emburse Spend.

Intacct is the source of truth for user creation. The Emburse Intacct Connector creates users in Emburse Spend only for integrated employees or vendors from Intacct. Expenses for users who are not integrated do not sync to Intacct.

By default, enabling Employee sync or Vendor sync imports all active records. To sync only a subset of Employees or Vendors, create a filter in Intacct. See Select Intacct Employees to Sync to Emburse Spend.

3. Create Expense Types in Intacct

If you post expense reports to Intacct as a Journal Entry, skip this section.

To sync expenses from Emburse Spend to Sage Intacct, create matching expense types in Intacct. Expense types control how transactions post to your general ledger and must align with the expense categories configured in Spend.

Complete this setup during initial implementation. Update it only when your chart of accounts changes.

  1. Log in to Sage Intacct as an administrator.

  2. In the top navigation menu, select Applications > Expenses > Setup > Types.

    Sage Intacct navigation menu showing Applications, Expenses, Setup, and Types selected.

  3. Select Add to create a new expense type.

    Sage Intacct Expense Types page with the Add button highlighted to create a new expense type.
  4. Enter a name in the Expense Type field.
    This will be the name the user sees when selecting an expense category in Emburse Spend.
  5. (Optional) Enter a description.
  6. Select the appropriate Account Number.
  7. (Optional) Select an Offset Account Number.

  8. Ensure the status is set to Active.

    Sage Intacct Expense type information form showing fields for Expense type, Description, Account number, Offset account number, Item, and Status.

You may create as many expense categories as needed. Active expense types will import to Emburse Spend during your first scheduled synchronization, which will be completed in a later step.

The Emburse Intacct Connector will ignore expense types that leverage a Rate Per Unit. Please adjust your existing Intacct expense types accordingly or create new expense types that do not leverage the Rate Per Unit setting. All expenses requiring a rate calculation (mileage, etc.) will be calculated within Emburse Spend, and the final expense amount will be exported to Intacct.

4. Configure the Emburse Intacct Connector

Configure how Emburse Spend synchronizes data with Sage Intacct.

Before you begin, confirm that you have:

  • Created a Web Services user in Intacct
  • Authorized the EmburseMPP sender
  • Created required employee or vendor fields
  • Created matching expense types in Intacct

In this step, you define:

  • Which Intacct records import into Emburse Spend, e.g., users, customers, projects, and organizational data
  • How approved expense data exports back to Intacct for accounting and reporting

For detailed explanations of each setting and complete configuration reference tables, see Configure the Emburse Intacct Connector.

5. Customize Intacct Integration Settings in Emburse Spend

After connecting Sage Intacct to Emburse Spend, you can tailor how expense and corporate card data syncs to match your accounting workflows. This includes controlling when transactions sync, defining default expense accounts, and mapping such fields as Classification or Department to Intacct dimensions.

These settings help ensure data is exported consistently and aligns with your organization’s existing Intacct configuration. For detailed setup instructions and explanations of each option, see Customize Your Intacct Integration in Emburse Spend.

When you complete all steps in this guide, Emburse Spend and Intacct will be fully connected and ready to synchronize expense data.

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