Connect Sage Intacct

TackQuote connects to Sage Intacct through its XML Gateway (Web Services) so quotes are built from live item records and accepted quotes are written back as Sage Intacct order-entry documents. Item data refreshes on a two-hour scheduled pull plus an on-demand refresh, and documents are created when an accepted quote matches an active Order Sync Rule — closing the loop between quoting and your financials. The buyer must already exist as a Sage Intacct customer; TackQuote maps to the customer id on the quote and does not create customer records.

TackQuote connects to Sage Intacct via Web Services using sender and user credentials. Items refresh every two hours; documents are pushed only when an accepted quote matches an active Order Sync Rule.

• Sage Intacct with Web Services and Order Entry enabled
• Authorized sender ID and a Web Services user
• Permissions to read Inventory Control items and to read and create Order Entry transactions
• TackQuote Pro plan or above

1. 1

   Enable Web Services

   In Sage Intacct, enable Web Services, authorize a sender ID, and create a Web Services user with order-entry and customer permissions.
2. 2

   Connect in TackQuote

   Enter your company ID, sender credentials, and user login in TackQuote Integrations → Sage Intacct. TackQuote begins the item sync.
3. 3

   Choose what imports

   Confirm item and price mapping, then choose whether the scheduled import pulls items, Order Entry documents, or both.
4. 4

   Go live

   Build quotes from live Sage Intacct items. Accepted quotes create order-entry documents against your existing Sage Intacct customers. This runs once an active Order Sync Rule targets this connection; connecting alone does not enable it.