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When Upflow writes a payment back to Sage Intacct, it also exports how the payment was made — so payments coming from Upflow are easy to trace and reconcile. Sage Intacct uses a fixed, standard set of payment methods, so Upflow maps each of its own payment methods to the right Sage Intacct one for you. This mapping is built in and cannot be edited.

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The mapping

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Card payments in a foreign currency

Sage Intacct doesn’t support the Credit card payment method for foreign-currency payments. When a card payment’s currency differs from your organization’s default currency in Upflow, Upflow exports it to Sage Intacct as Cash instead of Credit card. For example, if your default currency is USD, a USD card payment is exported as Credit card, and a EUR card payment is exported as Cash. You can review it at any time from your Settings > Integrations, in the Payment method mapping section of your Sage Intacct integration settings: The Payment method mapping section of the Sage Intacct integration settings, showing the fixed mapping from the Upflow payment methods Card, Bank transfer, Direct Debit, Cash, Check and Other to their Sage Intacct equivalents, with a note that the mapping cannot be edited
Nothing to configure here — the section is read-only. If a payment method is missing or you need a different Sage Intacct method, reach out to support@upflow.io.

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When it applies

The mapping covers every payment Upflow writes back to Sage Intacct:

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Where payment methods come from

The payment method Upflow exports is the one carried by the payment itself:
  • Bank feed — imported automatically with the transaction when your bank provides it. See Connect your bank account.
  • CSV import — mapped from a column in your file. See Import bank transactions via CSV.
  • Online payments collected through Upflow — set from the method your customer paid with.