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Documentation Index

Fetch the complete documentation index at: https://docs.upflow.io/llms.txt

Use this file to discover all available pages before exploring further.

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

Sage IntacctData flowUpflow
Customer→Customer
Order entry invoice→Invoice
Invoice→Invoice
A/R Adjustment - debit memo→Invoice
A/R Adjustment - credit memo→Credit note
Negative invoice→Credit note
Invoice reversal→Credit note
Payment← →Payment
Payment advance→Payment
Manual deposit→Payment
Payment reversal→Refund
Contact→Contact
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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Invoices

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Invoice statuses

Sage Intacct statusUpflow statusComment
DRAFT-Not imported in Upflow
Order entry: PENDINGAR: PostedDUE / OVERDUEOrder entry transaction can be Pending —> generates AR invoice of status POSTED
PostedDUE / OVERDUE
Partially paidDUE / OVERDUE
PAIDPAID
ReversedVOIDEDReversed invoice —> change status to Voided
ReversalVOIDEDReversal invoice —> create Credit note with status Voided in Upflow

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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

Sage Intacct PaymentUpflow Payment statusComment
completedSUCCEEDEDThe payment is posted to the General Ledger. Completed payments appear on the Posted payments page.
reversedPayment = VOIDEDRefund = VOIDEDThis creates a reversal refund in Sage and in Upflow
draft-Not imported in Upflow

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Payment methods

The following methods are imported and mapped into Upflow.
Sage payment methodUpflow payment method
CREDIT_CARDCard
AMEX_CHARGE_CARDCard
CASHCash
CHECKCheck
CHECK_DELIVERYCheck
WF_CHECKCheck
ACHWire Transfer
AMEX_ACHWire Transfer
WF_DOMESTIC_ACHWire Transfer
WF_USD_WIREWire Transfer
EFTWire Transfer

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Payments write back into Sage

TypeSupportedNote
Payments✅Works for both single and multi-currency organizations.
Refunds✅Refunds are supported as well.
Credit notes❌

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Payment Settings

You can select the GL account to which to write back payments in Sage, from your Upflow Settings > Integrations:

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Contacts

Contacts are created in Upflow from several different sources of information in Sage Intacct:
Sage IntacctUpflow
✅ Primary contact: Email addressUpflow contact, of type main
❌ Primary contact: Secondary email addressNot imported in Upflow
✅ Contact listUpflow contacts

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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.