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How do I set up the Sage Intacct integration?

Admins and bookkeepers can integrate their Brex account with Sage Intacct by following the steps below.

Setup in Sage Intacct

Step 1: Ensure that you have full admin access to both Sage Intacct.

Step 2: Add your company’s IP address to Sage Intacct’s allowed list. (This is the IP address from which you will launch API requests).
  1. Under Company, select Company info.
  2. Click Edit.
  3. Click the Security tab.
  4. Go to the field labeled Enforce IP address filters and click the Edit icon.
Graphical user interface, text, application Description automatically generated

Step 3: Create a Web Service User to link a company to Brex in Sage Intacct.
  1. Create a “Brex User” user at the Root Level (top level) and give it full permissions.
  2. Under Company, select Subscriptions.
  3. Find Web Services and click on it to subscribe (Note: Ignore the warning about additional charges).
  4. Go to Company > Web Services Users > Add
  5. Input values for these fields:
    1. User ID
    2. Last name
    3. First name
    4. Email address
    5. User type
      1. Select Business
    6. Admin privileges
      1. Select Full

Step 4: Once the Web Services Brex user is created, you’ll receive an email from Sage Intacct containing a temporary password. Assign permissions to sync the user.

  1. Go to Company > Web Services Users > Brex User > Subscriptions.
  2. Enable General Ledger and Accounts Receivable modules.
  3. Click on each Application/Module and select All at the top right. Save changes.
  4. Some modules have an additional Reports permission section, select All for Reports as well.

Setup in Brex

Step 1: Click Integrations on the left side of your Brex dashboard.

Step 2: Click Connect under Sage Intacct.

Note: Please ensure that you're not already integrated with another accounting software. To disconnect from your previous software, please see How do I disable my existing integration and set up a new one?.

Step 3: Enter your Sage Intacct sign-in credentials and select an entity to link (if you have multiple).

Step 4: Return to the Brex dashboard and select your account information from the dropdown menus to the right of Accounts payable, Bank account, and Rewards credits.

Step 5: Click Mapping on the top left of the page.

Step 6: Click Categories to map each Brex category to a Sage Intacct account. Merchants and Custom rules are optional.

Step 7: Once you've mapped your categories and created any merchant or custom rules you'd like, click Review & Export to export transaction data from your selected time period as a CSV, which can then be imported into Sage Intacct.

Note: Expense data from Brex will not automatically be synced with Sage Intacct. You’ll need to download a CSV and then upload it into Sage.  

Disconnecting Sage Intacct

Step 1: Click Integrations on the left side of your Brex dashboard.

Step 2: Click Manage under Sage Intacct.

Step 3: In the top-right corner, click Settings.

Step 4: Click Disconnect on the bottom right.

Disconnecting will not remove any mapping rules previously created, in case you’d like to reconnect Sage Intacct with the same sign-in credentials at a later time.

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