Sage Intacct Sync Guide: Install the Customization Package in Sage Intacct

Installing the customization package is required to successfully integrate Key CashFlow and Sage Intacct. A subscription to Customization Services/Platform Services in Sage Intacct is required: 1. Navigate to Company > Subscriptions 2. Select Web Services 3. Select Subscribe

The customization package allows you to do the following:

  • In Sage Intacct, view bill or invoice images you've entered in Key CashFlow by selecting View Details in

view in - NEO

  • In Key CashFlow, track Sage Intacct updates for deleted Departments, Locations, Vendors, Accounts, Classes, Customers, Items, Projects, Employees, Bills, and Invoices

Install the customization package

To install the customization package, complete the following steps at the Root/Top Level in Sage Intacct:

  1. Download the Customization Package to your desktop
    • This will be a one time use file
  2. In Sage Intacct, go to Customization Services/Platform Services > Customization Packages > Add
  3. Select the saved file from your desktop
  4. Select Import