> ## 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.
# Sage Intacct & Upflow - Overview
> Overview of how the Sage Intacct integration works with Upflow: subsidiaries, sync frequency, supported data, and key limitations to know upfront.
To sync your Sage account with Upflow for the first time or add a new subsidiary, please refer to [Synchronize Upflow with Sage Intacct](/en-us/integrations/sage-intacct/connect).
Here’s an overview of how Sage integrates with Upflow.
## Subsidiaries
Upflow does not support multi-subsidiary organisations. Only one Sage subsidiary can be mapped/synced per Upflow organization.
## Sync Frequency
The sync frequency between Sage and Upflow is every hour.
## Entities and Data flows
| Sage Intacct | Data flow | Upflow |
| ---------------------------- | --------- | ----------- |
| 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.
## 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
## Invoices
### Invoice statuses
| Sage Intacct status | Upflow status | Comment |
| ------------------------------ | ----------------- | ------------------------------------------------------------------------------- |
| DRAFT | - | Not imported in Upflow |
| Order entry: PENDINGAR: Posted | `DUE` / `OVERDUE` | Order entry transaction can be Pending —> generates AR invoice of status POSTED |
| Posted | `DUE` / `OVERDUE` | |
| Partially paid | `DUE` / `OVERDUE` | |
| PAID | `PAID` | |
| Reversed | `VOIDED` | Reversed invoice —> change status to `Voided` |
| Reversal | `VOIDED` | Reversal invoice —> create Credit note with status `Voided` in Upflow |
### 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.
### Invoice PDFs
Invoice PDFs can be imported from either Sage modules:
* Account receivables
* Order entry
You must configure this in your Upflow Settings > Integrations:
## Payments
### Payment Statuses
| Sage Intacct Payment | Upflow Payment status | Comment |
| -------------------- | ----------------------------------- | --------------------------------------------------------------------------------------------------- |
| `completed` | `SUCCEEDED` | The payment is posted to the General Ledger. Completed payments appear on the Posted payments page. |
| `reversed` | Payment = `VOIDED`Refund = `VOIDED` | This creates a reversal refund in Sage and in Upflow |
| `draft` | - | Not imported in Upflow |
### Payment methods
The following methods are imported and mapped into Upflow.
| Sage payment method | Upflow payment method |
| ------------------- | --------------------- |
| CREDIT\_CARD | Card |
| AMEX\_CHARGE\_CARD | Card |
| CASH | Cash |
| CHECK | Check |
| CHECK\_DELIVERY | Check |
| WF\_CHECK | Check |
| ACH | Wire Transfer |
| AMEX\_ACH | Wire Transfer |
| WF\_DOMESTIC\_ACH | Wire Transfer |
| WF\_USD\_WIRE | Wire Transfer |
| EFT | Wire Transfer |
### Payments write back into Sage
| Type | Supported | Note |
| ------------ | --------- | ------------------------------------------------------------------------------------ |
| Payments | ✅ | Works for both single and multi-currency organizations. |
| Refunds | ✅ | [Refunds are supported as well](/en-us/integrations/sage-intacct/refund-management). |
| Credit notes | ❌ | |
### Payment Settings
You can select the GL account to which to write back payments in Sage, from your Upflow Settings > Integrations:
### Payment export error
You can identify payments that failed to export to Sage Intacct, from your Payments list view filtered on "Sage status contains Error".
You can then hover over the Error status and/or add the **Sage status column** to the list (see [here](https://app.upflow.io/organization/-/transactions?filters=%7B%22origin%22%3A%7B%22in%22%3A%5B%22PORTAL%22%5D%7D%2C%22state%22%3A%7B%22in%22%3A%5B%22ERROR%22%5D%7D%7D\&columns=shortId%2CvalidatedAt%2Corigin%2Cstate%2Ctype%2Cinstrument%2Ccustomer%2CinvoicesTransactions%2Camount%2CunappliedAmount%2CexportErrorSourceMessage\&page=0)) to learn more about the failure reason.
Once you've updated the required/missing settings, you can try to export the transaction back to Sage from the Upflow list.
## Contacts
Contacts are created in Upflow from several different sources of information in Sage Intacct:
| Sage Intacct | Upflow |
| ------------------------------------------ | ------------------------------ |
| ✅ Primary contact: Email address | Upflow contact, of type `main` |
| ❌ Primary contact: Secondary email address | Not imported in Upflow |
| ✅ Contact list | Upflow contacts |
## Custom fields
Upflow supports native and custom fields whenever they are available in Sage, in particular:
* ✅ Contacts
* ✅ Customers
* ✅ Invoices
* ✅ Payments
* ✅ Credit notes
### 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`
### Good to know
* Sage Intacct projects are not imported into Upflow.