Intacct Workbench imports data into Sage Intacct from Sage 50, 100, 300, QuickBooks, or any spreadsheet. Map your columns, review what's new versus already there, bulk edit, and update from CSV across 18 record types.
Intacct's standard import templates demand your CSV match their exact column layout, and they reject files that don't conform. So you reformat, retry, and reformat again, every period. And when you need to change one field across hundreds of records, there's no simple built-in way to do it.
Importing data into Sage Intacct should be a matter of pointing your spreadsheet at the right record type, not reshaping the spreadsheet to satisfy a template. Intacct Workbench flips the usual flow: instead of forcing your file into a fixed column order, it lets you map your columns to Intacct's fields. Your data stays as it is, and the tool does the matching.
It reads data exported from Sage 50, Sage 100, Sage 300, QuickBooks, or any CSV, which makes it the bridge for a partial migration or an ongoing feed from a system you're keeping. Before anything posts, it shows you which records are new and which already exist in Intacct, so you import only the rows you tick. A results file then shows exactly what posted and what needs a fix.
Bulk editing is the other half. Intacct has no simple way to change one field across many records at once, so consultants fall back on export-and-reimport. Workbench supports two cleaner paths: select multiple records and apply a bulk edit directly, or export the list, fix the values in Excel, and update from CSV. It covers list records such as vendors, customers, projects, GL accounts, employees, and items, and records in use can be deactivated rather than deleted.
Match your spreadsheet's columns to Intacct's fields. No reshaping your file to fit a template.
See which records are new and which already exist before posting, and import only the rows you select.
Change one field across many records directly, or export, fix in Excel, and update from CSV.
Vendors, customers, AP bills, AR invoices, projects, GL accounts, employees, items, and more.
Workbench imports from the systems businesses are leaving or running alongside Intacct, so it works for both a partial migration and an ongoing feed.
Pick the Intacct record you're importing, then click Import CSV.
Match your spreadsheet's columns to Intacct's fields once; reuse the mapping next time.
See new versus existing records, and tick only the rows you want to import.
Post the selected rows. A results file shows exactly what landed and what needs a fix.
Intacct's standard import templates require your CSV to match their exact column layout and reject files that don't conform, which leads to repeated reformat-and-retry cycles. The alternative is a 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 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 from Sage 50, Sage 100, Sage 300, QuickBooks, or any spreadsheet.
Sage Intacct has no simple built-in way to change one field across many records at once, so consultants often resort to export-and-reimport workarounds. Intacct Workbench closes that gap two ways: 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 in use can be deactivated instead of deleted.
The fastest way is a direct connection that maps your columns rather than manual template files. Intacct's built-in templates require you to export, reformat to match the template, import, and fix rejected rows, a cycle that repeats every period. Mapping your existing columns to Intacct's fields removes the reformatting step, and reviewing new versus existing records before posting removes the duplicate cleanup afterward.
Workbench reads data exported from Sage 50, Sage 100, Sage 300, QuickBooks, or any CSV or Excel file. That makes it useful both for a partial migration off one of those systems and for an ongoing feed from a system you intend to keep running alongside Intacct.
Intacct Workbench supports imports and updates across 18 record types, including vendors, customers, AP bills, AR invoices, projects, GL accounts, employees, and items. The same mapping and review flow applies across all of them.
Send us a real export from Sage or QuickBooks and we'll show you it mapped, reviewed, and imported into Intacct, with nothing posted until you say so.
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