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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.

If your Sage Intacct instance gets disconnected, your data will stop syncing into Upflow. Reconnecting restores the sync, and we’ll be able to retrieve created/updated data that happened during that time.

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Before you start

  • Make sure you have Admin access in Sage Intacct and Admin access in Upflow.
  • If you use a dedicated Sage Intacct user for integrations, confirm you still have access to it.

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Reconnect Sage to Upflow

You can click Reconnect directly from the red banner displayed in your Upflow organization, or head to your Upflow Settings > Integrations. There, click Connect at the top right: Follow the prompts to authenticate again. The red banner should disappear, indicating Sage and Upflow are reconnected. The sync will then start to retrieve any missing data. Based on the volume, it can take a few hours, up to a day.

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Reconnection failed

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Verify Sage Intacct Web Services authorization (common root cause)

In Sage Intacct, confirm Web Services is enabled and that Upflow’s Sender ID is authorized:
  1. Go to Company > Admin tab > Subscriptions.
  2. Enable Web Services (if not already enabled).
  3. Go to Company > Setup tab > Company and click Edit.
  4. In Security, find Web Services authorizations.
  5. Add (or re-add) Upflow’s Sender ID (example: UpflowMPP) and Save.
You can also refer to our article Synchronize Upflow with Sage Intacct to check the necessary settings and permissions, and check any internal changes.