# Upflow Integration with Sage Intacct

> Integrate Upflow with Sage Intacct to streamline your accounts receivable operations and gain real-time visibility into your cash flow. This native two-way integration ensures financial data flows securely and automatically—no manual steps, no data silos.

Upflow’s Sage Intacct integration allows finance teams to automate collections, track receivables in real time, and sync key financial data without duplicating processes across systems. With custom field mapping, write-back support, and flexible configuration options, the integration adapts to your existing accounting structure.

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## Key Features

- 10‑Minute Setup  
  Easily connect with API authentication, no manual exports or custom dev required.

- Real‑Time Two‑Way Sync  
  Invoices, payments, journal entries, and classifications flow in both directions.

- Collections Hub  
  Manage dunning, reminders, segmentation, and payments entirely within Upflow.

- Configurable Integration  
  Customize field mapping, GL accounts, and exclusion rules to match your Intacct setup.

- Enterprise‑Grade Security  
  SOC 2 Type 2 certified, with encrypted data transfer and role‑based access control.

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### FAQs

Question: How does Upflow integrate with Sage Intacct?  
Answer: Upflow’s native integration with Sage Intacct enables a seamless, real-time sync of your accounts receivable data. Once connected, invoices, payments, customer data, and journal entries flow effortlessly between the two platforms—no manual exports or data duplication required.

Question: What setup is required to connect Upflow with Sage Intacct?  
Answer: Connecting Sage Intacct to Upflow takes around 10 minutes. You’ll just need to use API key authentication. Once done, the integration is fully secure and ready to sync your AR data in real time.

Question: Will Upflow sync payment data and other financial information back into Sage Intacct?  
Answer: Yes. Unlike one-way connectors, Upflow offers two-way sync with Sage Intacct. This means that not only does Upflow import your open invoices and customer records, but it also writes back payments, payment methods, journal entries, and classifications to your Intacct environment—giving you full financial visibility.

Question: Do I need to maintain my AR workflows inside Sage Intacct after connecting Upflow?  
Answer: Not at all. Once integrated, Upflow becomes your hub for collections. You can build advanced, automated workflows, customize reminder cadences, segment customers, and even collect payments, all without needing to revert to manual dunning inside Sage Intacct.

Question: Is the integration customizable to our financial structure in Sage Intacct?  
Answer: Absolutely. Upflow allows you to tailor the integration to your needs. You can map custom fields, GL accounts, and payment methods, apply exclusion rules to ignore non-relevant data, and ensure that your AR sync fits your business logic precisely.

Question: Is the Sage Intacct integration secure and compliant?  
Answer: Yes. Upflow is SOC 2 Type 2 certified and built with enterprise-grade security. Your Sage Intacct data is encrypted and accessed only via secure, permission-based APIs using the Web Services user role you define. You retain full control over the data flow.

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## Related Resources

- [Sage Intacct Integration Page](https://upflow.io/integrations/sage-intacct)  
- [Help Center](https://support.upflow.io/hc/en-us)