Integrating Sage Intacct to Ply for the First Time!

Your Sage Intacct sales invoices now show up in Ply as jobs, with materials, technicians, and stock kept in sync.

Sage Intacct | Sales Invoices Become Jobs

Learn how to integrate your Sage Account and other data to get the most out of Ply.

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

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