Ready to connect your purchasing workflow with your accounting system? With Ply’s Sage Intacct integration, you can sync your materials, vendors, and purchase orders across platforms and cut down on manual entry, no double work needed. 🎉
🎥 Video tutorial coming soon! We’re working on a walkthrough to guide you through the entire setup.
🛠️ How to Connect Sage Intact to Ply
To get started:
- Go to Settings > Workspace > Integrations
- Click the Accounting tab
- Select Connect Accounting Software
- Choose Sage Intacct from the list
- Click Next, then Link to Sage
- Enter your Sage credentials in the login page
- You'll be redirected back to Ply — click Connect to Sage to finish setup ✅
⚙️ Accounting Settings in Ply
After connecting Sage, you’ll have access to some additional configuration options:
- Item Number Prefix
Add a prefix to item numbers sent from Ply to Sage. For example, entering PLY- would format your items as PLY-1234.
This is optional but can help with organization and traceability in Sage.
🔄 What Gets Synced
Here’s what happens once the integration is active:
📦 Materials
Your Ply catalog syncs bidirectionally with Sage Intacct. That means:
- New or updated materials in Ply sync to Sage
- Materials created in Sage can sync into Ply
- Names, item numbers, and details stay aligned between systems
🧾 Purchase Orders
POs created in Ply can be pushed directly to Sage. Each one includes:
- Vendor and material details
- Quantity and cost info
- Matching line items with your Sage catalog
👤 Vendors
Vendor sync happens automatically when a PO is created:
- Ply checks if the vendor already exists in Sage
- If not, Ply creates the vendor in Sage with the Business Name from Ply
- The link is stored using the Sage Vendor ID for future use
🔁 Performing the Initial Sync
After you've completed the connection:
- Go to the Catalog tab in Ply
- Click the Sage Intacct Sync button in the top-right corner
- Click Sync to begin the initial data transfer
🔄 Currently, this sync is manual, so you’ll need to repeat this step any time you want to push updates between Sage and Ply.
❓ Frequently Asked Questions
“What credentials do I need to connect Sage Intacct?”
You’ll need the following:
- Company ID
- User ID and User Password (Web Services user recommended)
Ask your Sage admin or IT team if you're not sure where to find these.
“Can I control which materials or vendors sync?”
Right now, the sync is global. Any materials and vendors created or updated during PO creation will be included in the sync — but you control when that sync happens by manually initiating it from the Catalog tab.
“What happens if something doesn’t sync correctly?”
If you ever run into issues, double-check your integration settings first. Still stuck? Reach out to your Customer Success Manager or email us at support@getply.com — we’re happy to help!