Integrations Tab: Sage Intacct (Beta)

Availability (Beta)

• This integration is currently available in Beta.
• License requirement: Business Plus plan with access to the Budget module.
• Beta access: To enable this integration on your account, please contact please contact jherbulot@fieldwire.com. 

If the beta is enabled for your account, the integration will appear in Fieldwire under the Integrations tab.

Demo Video

• Data refreshes approximately every five minutes.

Step 1: Install the Fieldwire application in Sage Intacct

1. In Fieldwire, go to the Integrations tab and open the Sage Intacct integration.
2. Click Download application XML.
3. In Sage Intacct:
   • Open the top‑level entity.
   • Navigate to Application → Platform Services.
   • Choose Install Application.
   • Upload the XML file downloaded from Fieldwire.
   • Click Install
   • Complete the installation (this may take a few minutes).
4. Return to Fieldwire and click Connect Sage Intacct account.

Step 2: Create or confirm your Fieldwire budget

Before mapping:

• Make sure your Fieldwire project already has a budget created.
• Budget line items must exist before they can be mapped to Sage Intacct cost codes.

Step 3: Ensure Sage Intacct cost codes and cost types will map

For data to import correctly, Sage Intacct must follow specific naming rules.

Cost code naming convention (required)

Cost codes must be structured as:

[Tier 1] [Tier 2]
(with a space between tier levels)

Example:

• 05 12

If you use three‑level cost codes

If Sage Intacct includes cost codes like:

• 05 12 00
• 05 12 33

Fieldwire will map using the first cost code alphabetically (e.g., 05 12 00).

Cost type mapping (required)

Cost types must exist in both systems and match exactly:

• M → Material
• L → Labor
• E → Equipment
• SUB → Subcontractor
• O → Other
• CM → Cost Markup

If a Bill or Adjustment entry uses a cost code or cost type that does not exist or map correctly in Fieldwire, it will not import.

Step 4: Create the automation (Project level)

1. Open your Fieldwire project.
2. Go to Settings → Manage automations.
3. Create a New automation for the Sage Intacct integration.
4. Select:
   • The correct Sage entity
   • The Sage project to link to this Fieldwire project
5. Save the automation.

Fieldwire will automatically map existing budget line items to the Sage Intacct project’s cost codes and cost types.

 

What triggers an import (and what does not)

Imports into Fieldwire

An Actual Cost is created or updated when:

• A Bill or Adjustment is posted in Sage Intacct
• The entry includes:
  • A linked project
  • A valid cost code
  • A valid cost type

Does not import

• Bills or Adjustments saved as Draft
• Entries missing a project
• Entries using cost codes or cost types that do not exist or map in Fieldwire

 

What happens when data changes in Sage Intacct

Updates

• Updating the memo → updates the Actual Cost name in Fieldwire
• Updating the amount → updates the Actual Cost amount in Fieldwire
• Updating the cost code or cost type:
  • A new Actual Cost is created on the correct budget line item
  • The previous Actual Cost is removed
• Updating the project:
  • If the new project is linked in Fieldwire, the Actual Cost is created there
  • The previous Actual Cost is removed

Deletes

• Deleting a Bill or Adjustment removes all associated Actual Costs in Fieldwire
• Deleting an individual entry removes the associated Actual Cost

 

Best practices

To streamline setup and avoid mapping issues:

• Use consistent budget line items across your Fieldwire projects.
• Use the standard Sage Intacct cost code catalog whenever possible.

 

Troubleshooting

My Bill or Adjustment isn’t showing up in Fieldwire

Check the following:

• Was the Bill or Adjustment posted (not saved as draft)?
• Does the entry include a project?
• Do the cost code and cost type exist and map correctly to a Fieldwire budget line item?
• Have you waited at least five minutes for the sync to run?

 

FAQ

How frequent is the refresh?

Every five minutes.

 

What are the best practices?

We recommend using the same budget line items in all your Fieldwire projects and using Sage standard cost code catalog. That way, the setup will be streamlined.