Servicetrade x Sage Intacct
Sync your service ops with Sage Intacct
Invoices, jobs, and customer records flow from ServiceTrade into Sage Intacct with the right accounts and dimensions already assigned — no double data entry, no month-end cleanup.
See How it Works
How Data Moves
Customer & Account Records
Companies
Customers
Locations
Child Customers
Contacts
Contacts
Customer Status
Deactivation Trigger
Base Financial Configuration
Account Configuration
Account Information
GL Account Routing
Chart of Accounts
Item Catalog
Items
Payment Terms
AR Terms
Tax Configuration
Tax Rates / Tax Codes
Dimension Setup
Departments, Locations, Classes, Employees, Projects, Tasks, Cost Types, Warehouses
Record Type (AR Invoice or Sales Order)
Configurable
Transaction Definitions
Customer Hierarchy
Configurable
Company-only or Company + Location
Accounts Receivable
Jobs
Projects
Invoices
AR Invoices
Invoice Line Items
AR Invoice Lines
Library Items
Items (Catalog Match)
Tax Reconciliation
Invoice Tax Rate
Reporting Dimensions (Applied to Invoice Lines)
Service Lines
Departments
Office / Branch
Locations
Jobs
Projects
Technicians
Employees
Cost Codes
Tasks
Cost Types
Cost Types
Job / Item Class
Classes
Warehouse
Warehouses
Posting Rules
GL Accounts
Procurement and Inventory
Vendors
Vendors
Shipment Receipts
Purchasing Transactions
Shipment Returns
Return Receivers
Voided Receipts
Voided Purchasing Transactions
Stock Transfers
GL Journal Entries
Stock Adjustments
GL Journal Entries
Inventory Consumption
GL Journal Entries
Sales Order Fulfillment
GL Journal Entries
Sales Order Close / Reopen
GL Journal Entries
SELF-SERVICE GL ACCOUNT MAPPING
Finance owns the posting rules, so your team can update mappings as your chart of accounts evolves, and every invoice, receipt, and journal entry lands on the right GL accounts with no reclassification at close.
INTEGRATION SYNC LOG
Every invoice, customer update, and journal entry leaves a clear trail so your team can answer “did it make it into Intacct?” in seconds, not hours.
Testimonial
“Running my business with ServiceTrade and Sage Intacct has reduced my days of sales outstanding by 80%!”
Tangible Outcomes
Key Benefits of the ServiceTrade and Sage Intacct Integration
One Customer Record, Zero Rework
Customer and location records stay aligned automatically, so updates made in one system appear in the other, without double data entry.
Invoices Land Ready to Post
Invoices post with GL accounts, departments, and project codes already assigned, no month-end reclassification.
Field Work Ties to Reporting
Each job in ServiceTrade maps to a project in Sage Intacct, so finance can report job-level profitability without spreadsheets.
Vendor Records Stay in Sync
Vendor records sync automatically to ServiceTrade and PartsManager, keeping procurement and field teams aligned.
Parts and Inventory, Connected
Purchase receipts and inventory movements from PartsManager post as journal entries automatically.
See Profitability by Service Line
Service lines map to departments, branches map to locations, and jobs map to projects — so finance can report by segment without re-coding.
FAQs
common questions
What data flows between ServiceTrade and Sage Intacct?
ServiceTrade syncs companies, locations, contacts, jobs, and invoices into Sage Intacct. Invoice line items carry your service line, branch, and job context into Intacct dimensions like department, location, and project. Customer and location updates in Sage Intacct flow back to ServiceTrade automatically, so both systems stay current.
Do I need an existing Sage Intacct account?
Yes. The integration connects your existing Sage Intacct environment to ServiceTrade. During setup, your implementation team configures the mapping between your ServiceTrade data and your Intacct chart of accounts, dimensions, and posting rules to match your specific financial structure.
What can my finance team do once connected?
Your finance team can run profitability reports by service line, branch, or project without manual re-coding. Invoices arrive with consistent GL account and dimension tags, which reduces month-end reclassification and cleanup time. Controllers spend less time fixing entries and more time on real exceptions.
How frequent is the sync?
Most syncs are near real-time. When a job closes or an invoice is approved in ServiceTrade, data flows to Sage Intacct within minutes — not overnight. Customer and vendor updates from Sage Intacct flow back to ServiceTrade on the same near real-time basis.
What happens when there is an error with the sync?
The integration includes built-in error handling and automatic retry logic. If a sync fails, your team is notified and the system retries the operation automatically. Detailed error context helps your support team resolve issues quickly without manual data re-entry.
Can the integration match my Intacct setup?
Yes. The integration ships with a proven baseline mapping, and your implementation team can tailor field mapping, dimension routing, and posting rules to match your specific Intacct configuration — including custom dimensions and account-specific logic.