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To sync your Sage account with Upflow for the first time or add a new subsidiary, please refer to Synchronize Upflow with Sage Intacct. Here’s an overview of how Sage integrates with Upflow.

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Subsidiaries

Upflow does not support multi-subsidiary organisations. Only one Sage subsidiary can be mapped/synced per Upflow organization.

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Sync Frequency

The sync frequency between Sage and Upflow is every hour.

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Entities and Data flows

Note that we don’t filter on GL account type - we filter on journal types and entity types.

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Parent <> Child hierarchies

  • Sage Intacct offers several levels of depth in their customer hierarchy. Here is an example of parent → child → grand child
  • Upflow only supports 1 level of depth, so any grand children will be “flattened” at the child level
In Upflow, the parent balance will be the sum of itself and all its children

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Payments on child customer invoices

To guarantee consistent payment write-backs to Sage Intacct, Upflow blocks payments on child customer invoices in two places:
  • Portal payments: child customer invoices cannot be paid from a parent customer’s portal. Their checkboxes are disabled, with the message “You cannot pay for invoices belonging to child customers”. To pay these invoices, use the child customer’s own portal.
Parent customer portal showing a disabled checkbox on a child customer invoice with the message: You cannot pay for invoices belonging to child customers
  • Cash application: bank transactions cannot be applied to child customer invoices. In the transaction application modal, these invoices show the message “The customer of this invoice does not match the selected customer”. Select the child customer directly to apply the transaction to its invoices.
Bank transaction application modal showing a child customer invoice flagged with the message: The customer of this invoice does not match the selected customer

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Invoices

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Invoice statuses

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Negative invoices

Negative invoices in Sage are imported in Upflow as credit notes. Note that Upflow only has 4 core accounting data entities: invoices / credit notes / payments / refunds. Every Sage Intacct entity is therefore mapped to one of these 4. Since negative invoices have the same effect as credit notes on the customer balance, they are imported as such.

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Invoice PDFs

Invoice PDFs can be imported from either Sage modules:
  • Account receivables
  • Order entry
You must configure this in your Upflow Settings > Integrations:

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Payments

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Payment Statuses

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Payment methods

The following methods are imported and mapped into Upflow.

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Payments write back into Sage

Payments collected through Upflow are written back to Sage Intacct. For the full configuration, status tracking, and how to recover from a failed export, see Payment write-back.

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Contacts

Contacts are created in Upflow from several different sources of information in Sage Intacct:

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Custom fields

Upflow supports native and custom fields whenever they are available in Sage, in particular:
  • ✅ Contacts
  • ✅ Customers
  • ✅ Invoices
  • ✅ Payments
  • ✅ Credit notes

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Contact custom fields

Contact native fields are imported into Upflow as custom fields:
  • ✅ Bill-to contact or Ship-to contact → Contact custom field Contact position
  • ✅ Category → Contact custom field  Contact position

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Good to know

  • Sage Intacct projects are not imported into Upflow.