Dext + Sage Intacct

Export new processed receipts data in Dext and create contacts in Sage Intacct

Stay on top of your finances seamlessly with this efficient workflow. As soon as new receipt data is processed in Dext, vital financial information is instantly exported into Sage Intacct, leading to the creation of a new contact. Say farewell to manual data input and unwanted hold-ups. Enable this workflow to keep you structured and save you valuable time.

When this happens...
Export New Processed Receipt Data
When a new receipt is submitted and processed, it automatically exports chosen fields to your preferred destination.
TriggerScheduled
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

What does this mean?

- Archive Receipts
- Client Filter
Trigger
Scheduled
Try It
- Threshold
- Client Filter
Trigger
Scheduled
Try It
- PhotoRequired
- Client Filter
Action
Write
- PhotoRequired
- Client Filter
Action
Write
- State
Trigger
Scheduled
Try It

- Status
Trigger
Scheduled
Try It
- Contact NameRequired
- Print AsRequired
- Last Name
- First Name
- Middle Name
- Prefix
- Company Name
- Taxable
- Tax ID
- Contact Tax Group Name
- Active
- Primary Phone Number
- Secondary Phone Number
- Cellular Phone Number
- Pager Number
- Fax Number
- Primary Email Address
- Secondary Email Address
- Primary URL
- Secondary URL
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
Action
Write

- Invoice Number
- Reference Number
- Customer IDRequired
- Due Date
- Payment Term
- Create Draft
- GL Account Number
- AR Account Label
- Offset GL Account Number
- Transaction AmountRequired
- Location ID
- Allocation ID
- Customer ID
- Class ID
- Contract ID
- Department ID
- Employee ID
- Vendor ID
- Warehouse ID
- Project ID
- Item ID
- Memo
- Rev Rec Template ID
- Deferred Revenue GL Account Number
- Rev Rec End Date
- Rev Rec Start Date
- Total Due
- Total Paid
- External ID
- Description
- Bill To Contact
- Ship To Contact
- Summary Record No
- Attachments ID
- Base Currency Code
- Transaction Currency Code
- Exchange Rate Date
- Exchange Rate Type
- Exchange Rate Value
- Transaction Date
- GL Posting Date
- Post to GL?
Action
Write
Find Customer
Finds a customer based on search criteria.
Action
Search
Find Vendor
Finds a vendor based on a search criteria.
Action
Search

- Client Filter
Trigger
Scheduled
Try It
- First NameRequired
- Last NameRequired
- EmailRequired
- Mobile Number
- Account Name
Action
Write
Check Number of Processed Receipts
Check if you have newly processed items submitted by your clients. Sample data is an overview of new receipts for a demo company.
Action
Write
- Status
Trigger
Scheduled
Try It
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Scheduled
Try It
- Vendor IDRequired
- Bill Number
- Transaction DateRequired
- Due DateRequired
- Payment Term
- Reference Number
- GL Posting Date
- Transaction Currency
- Base Currency
- Exchange Rate Type
- Exchange Rate Date
- Exchange Rate Value
- Attachments ID
- GL Account NumberRequired
- Transaction AmountRequired
- Description
- Department ID
- Location ID
- Project ID
- Customer ID
- Item ID
- Contract ID
Action
Write
- Customer NameRequired
- Active
- One Time Use
- First Name
- Middle Name
- Last Name
- Primary Contact Name
- Primary Phone Number
- Mobile Phone Number
- Pager
- Fax
- Primary Email Address
- Secondary Email Address
- URL
- Currency
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
- Print As
- Exclude from the company contact list
Action
Write
Find Bill
Finds a bill based on a search criteria.
Action
Search
Find Invoice
Finds a invoice based on a search criteria.
Action
Search

About Dext

Dext makes accountants and the businesses you look after more productive and profitable through better data and insights.

Learn more

Related categories

Accounting

About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

Related categories

Accounting

Related Zap Templates

Create new Dext client accounts from new Sage Intacct invoices

Export new Dext receipts and create contacts in Sage Intacct when ready

Dext + Sage Intacct

Export new processed receipts data in Dext and create contacts in Sage Intacct

Supported triggers and actions

Export Receipts When Ready

New Processed Receipt Notification

Submit Receipts

Submit Sales Invoices

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

Export New Processed Receipt Data

Create New Client Account

Check Number of Processed Receipts

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About Dext

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates