How do I migrate from Sage 100 Contractor to Sage Intacct?
Migrating from Sage 100 Contractor to Sage Intacct involves moving your chart of accounts, vendors, customers, projects, and open AP/AR invoices into the new system. The manual route is to export each data set to CSV and use Intacct's import templates, but those templates have volume and formatting limits and often reject records that need reformatting. A faster route is a direct migration tool that connects to the Sage 100 Contractor SQL database and pushes data into Intacct through its XML API. Wolpert Dynamics' migration app, Crossbeam, does exactly this in one click, and it can bring across historical data as well as current balances, with a preview so you can verify the migration before going live.
Can Sage Intacct handle Canadian payroll?
Sage Intacct is a US-first general ledger and does not include native Canadian payroll, so Canadian businesses typically need an add-on or integrated payroll application to handle CRA rules, multi-province tax, and union remittances. PaySync is a Canadian payroll workspace built for Sage Intacct: it pulls approved employee timesheets from Intacct, lets a payroll administrator verify and calculate the run, posts approved payroll back to Intacct, and generates pay stubs, cheques, and EFT files for bank upload. Its tax calculations follow the latest CRA-published records, so deductions stay current with mid-year tax changes.
What is the fastest way to import data into Sage Intacct?
The fastest way to import data into Sage Intacct is a direct, API-level connection rather than manual CSV files. Intacct's built-in import templates require you to export data, reformat it to match the template, import it, and fix any rejected rows, a cycle that repeats every period. A system-to-system bridge connects the source system straight to Intacct's API so the data lands validated with one action, bypassing the template limits entirely. This removes the repeated CSV cleanup and dramatically cuts the time spent on each import.
How do you generate EFT files for Canadian payroll?
An EFT (Electronic Funds Transfer) file is a specially formatted text file that your bank reads to pay employees directly into their accounts. For Canadian payroll, the file must match your bank's required format (often a CPA-005 standard variant). PaySync generates EFT files formatted for bank upload as part of the pay run, alongside printable pay stubs and cheques, so you can pay employees electronically without manually building the file.
Can you build custom software for Sage Intacct?
Yes. Sage Intacct exposes a Web Services API that allows custom applications to read and write data such as GL accounts, dimensions, and transactions. This makes it possible to build custom tools such as data bridges, approval workspaces, batch processors, document generators, and reporting apps tailored to a specific business process. Wolpert Dynamics builds custom Intacct software on a fixed-scope basis, including white-label applications that Sage consulting partners deliver under their own brand.
How do I invoice work orders in Sage 100 Contractor?
In Sage 100 Contractor, completed work orders need to be turned into invoices before you can bill the client. Done manually, this means re-keying work order details into an invoice. Billwright automates it: it pulls completed work orders from Sage 100 Contractor, lets you select one or many, builds the invoice line items and totals automatically, and posts the finished invoices back into Sage 100 Contractor, removing the re-keying step.
What does a Sage Intacct migration cost?
The cost of a Sage Intacct migration depends on data volume, the number of modules being moved (GL, AP, AR, projects, and so on), and how much data cleanup is required beforehand. Manual migrations carry significant consulting hours because of the export-reformat-import cycle. Using a direct migration tool reduces that labor by automating the data transfer and validating records up front. For a specific quote, the data sets and Sage versions involved need to be reviewed; Wolpert Dynamics scopes migrations on a fixed-price basis.
Is it safe to connect a tool to my Sage Intacct account?
Connecting an application to Sage Intacct uses Web Services credentials, namely a dedicated Web Services user and a sender ID authorized for your company, rather than a personal login. Best practice is to give the integration user only the permissions it needs (for example, read access to the specific objects it touches) and to keep credentials stored securely on the machine running the tool. Reputable integrations let you preview the data before writing it, so you can confirm exactly what will change before it happens.
How long does a Sage 100 Contractor to Intacct migration take?
Timelines depend on data volume and cleanup, but the data transfer itself is the part that shrinks most with the right tooling. A manual migration through CSV exports and Intacct's import templates can stretch across weeks of consulting hours because every rejected row needs investigating. With a direct migration tool like Crossbeam, the transfer runs in one click through the API and includes historical data, so the project timeline is driven by planning and verification rather than data entry. Many migrations that would take weeks manually can complete in days.
Does Sage Intacct work for Canadian businesses?
Yes, Sage Intacct is used by Canadian businesses, but it is a US-first platform, so areas like payroll, CRA tax compliance, and union remittances need Canadian-specific add-ons. The core ledger handles multi-currency including CAD, and Canadian companies typically pair it with tools built for Canadian requirements, such as PaySync for payroll with CRA-current tax tables, EFT files, pay stubs, and cheques.
What is the difference between Sage 100 Contractor and Sage Intacct?
Sage 100 Contractor is an on-premise construction management and accounting system that runs on a local SQL Server database, popular with contractors for job costing and service work. Sage Intacct is a cloud-based financial management platform with stronger multi-entity consolidation, dimensions-based reporting, and an open API. Many construction and service businesses outgrow Sage 100 Contractor's reporting and move to Intacct, which is exactly the migration path Crossbeam automates, including historical data.
Can I automate invoicing from work orders?
Yes. If your work orders live in a system like Sage 100 Contractor, the invoice details already exist as data, so re-keying them into invoices is unnecessary manual work. An automation tool can read completed work orders, build the invoice lines and totals, and post the finished invoices back into the accounting system. Billwright does this for Sage 100 Contractor: select the work orders, review the invoice it builds, and post it back in one step.
How do I import a CSV into Sage Intacct without using the templates?
Sage Intacct's standard import templates require your CSV to match their exact column layout, and they reject files that don't conform, which leads to repeated reformat-and-retry cycles. The alternative is an import tool that maps your columns to Intacct's fields instead of forcing your file into a fixed shape. Intacct Workbench takes this approach: open the record type, click Import CSV, match your spreadsheet's columns to Intacct's fields, review which records are new versus already in Intacct, and import only the rows you tick. A results file shows exactly what posted and what needs a fix. It works with data exported from Sage 50, Sage 100, Sage 300, QuickBooks, or any spreadsheet.
Can I bulk edit or mass update records in Sage Intacct?
Sage Intacct does not offer a simple built-in way to change one field across many records at once, so consultants often resort to export-and-reimport workarounds. A data management tool closes that gap. Intacct Workbench supports two approaches: select multiple records and apply a bulk edit directly, or export the list, correct the values in Excel, and update from CSV. It covers list records such as vendors, customers, projects, GL accounts, employees, and items, and records that are in use can be deactivated instead of deleted.
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