Trusted By

Integration Overview

Key Features

  • Secure connection with Sage Intacct for seamless data exchange
  • Synchronization of General Ledger (GL) accounts
  • Automated asset addition from purchase invoices and receipts
  • Depreciation calculation and posting to Sage Intacct GL
  • Real-time synchronization of financial data
  • Asset revaluation and disposal management
  • Expense and journal entry automation
  • Comprehensive reporting on fixed assets and financial performance

How it works

1

Set Up Sage Intacct Credentials

Obtain API credentials from Sage Intacct to enable secure integration with DreamzCMMS.

2

Configure Sage Intacct in DreamzCMMS

Enter Sage Intacct API details in DreamzCMMS to establish the connection.

3

Map General Ledger Accounts

Synchronize and map GL accounts from Sage Intacct for accurate financial tracking.

4

Sync Master Data

Import essential data like tax codes, units of measure, and vendor information.

5

Enable Asset Synchronization

Obtain API credentials from Sage Intacct to enable secure integration with DreamzCMMS.

6

Configure Depreciation Settings

Enter Sage Intacct API details in DreamzCMMS to establish the connection.

7

Test the overall Integration

Synchronize and map GL accounts from Sage Intacct for accurate financial tracking.

8

Go Live and Provide User Training

Activate the integration, monitor and provide training for efficient usage.

The Benefits to Your Business

1

Streamlined Asset and Financial Management

Synchronize asset data and financial records to ensure accurate and efficient operations across both platforms

2

Automated Depreciation Tracking

Automatically calculate and post depreciation entries, saving time and reducing errors in financial reporting.

3

Enhanced Data Accuracy

Minimize manual entry errors with seamless data synchronization for assets, invoices, and expenses.

4

Improved Decision-Making

Leverage comprehensive financial and asset insights to make informed and strategic decisions.

5

Increased Operational Efficiency

Simplify workflows by automating key processes, reducing administrative workload, and optimizing resource allocation.

FAQ

The integration includes asset synchronization, automated depreciation posting, financial data synchronization, and comprehensive reporting capabilities to streamline asset and financial management.

All data transfer is encrypted using industry-standard protocols such as HTTPS and TLS, ensuring a secure connection between the two systems.

Yes, DreamzCMMS allows customization of data mappings to ensure the integration meets your specific business requirements.

Data synchronization can be set to occur in real-time or at scheduled intervals, depending on your operational needs.

Yes, you can configure and apply various depreciation methods, such as straight-line or double-declining balance, which will automatically sync with Sage Intacct.

Absolutely. New assets entered in Sage Intacct, such as from purchase invoices, are automatically synced and added to DreamzCMMS.

You will need Sage Intacct API credentials, a valid DreamzCMMS account, and permissions to configure integrations on both platforms.

Yes, the integration is designed to support multi-company and multi-location configurations, ensuring smooth data synchronization across complex setups.

The integration enables reports such as asset valuation, depreciation schedules, expense tracking, and financial summaries, which can be customized as needed.

DreamzCMMS provides comprehensive support, including setup assistance, troubleshooting, and training. Our team ensures the integration runs smoothly and aligns with your operational goals.