This integration allows you to send invoices from Productive to your Sage Intacct account. During the process, Productive will:

📌 To enable API access and complete the integration, you’ll need a Web Services Developer license in Sage Intacct.
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Before connecting Productive with Sage Intacct, set up an application in Sage Intacct and generate the required credentials:

Once you’ve gathered the credentials, you’re ready to connect Productive.
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👉 You can follow Sage Intacct’s official guide to set up the app: Sage Intacct Quick Start Instructions.

1) In Productive, go to Settings > App Marketplace
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2) Find Sage Intacct and click Connect App
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3) Select the subsidiary (the bill-from entity)
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4) A new window opens with fields for Client ID and Client Secret

📌 Paste in the Client ID and Secret you generated when setting up the Sage Intacct app.
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5) Log into Sage Intacct with:

6) Correctly logging in will return you to Productive’s integration setup window to complete the configuration.
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Once you've connected your Sage Intacct account, you'll be guided through several setup steps.

Choose the entity (subsidiary) within Sage Intacct that will be used for sending invoices from Productive.

Choose whether invoice numbers will be generated by Productive or Sage Intacct.

📌 If you’ve configured invoice document sequences in Sage Intacct, it will override the invoice number from Productive.

In that case, numbering will behave as if Sage Intacct is the generator, since it takes precedence.
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Toggle on if you want Productive to export the invoice PDF to Sage Intacct.

📌 You can choose and edit the invoice PDF template used in Productive.
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Toggle on if you want to export projects from Productive to Sage Intacct alongside invoices.
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Sage Intacct allows assigning a project per line item. When exporting an invoice belonging to a budget in a project, Productive checks if a project with that name already exists in Sage Intacct:

📌 A project category is required in Sage Intacct when creating new projects. You can set a default category during setup.

Click Next to proceed.
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Select the default account code in Sage Intacct where invoices from Productive will be posted.

Check the box to enable mapping of service types from Productive to account codes in Sage Intacct.

This links your service types in Productive to financial categories in Sage Intacct. Click Next to continue.
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Map tax rates created for the selected Sage Intacct subsidiary to Sage Intacct tax codes.
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📌 Taxes need to be mapped manually for proper handling. Click Save to finish setup.

Once connected, you’ll see the Copy to Sage Intacct button on each invoice in Productive—but only for invoices issued by the subsidiary (bill-from entity) selected during the integration setup.

To copy an invoice:

📌 If the selected customer doesn’t exist in Sage Intacct, a new one will be created automatically.

If you made changes to an invoice that’s already been copied and wish to update it in Sage Intacct:

1) Open the invoice in Productive

2) Hover over Invoice Copied

3) Choose:

📌 Important: Sage Intacct does not allow updating individual invoice line items via API. When updating an invoice, Productive will add new line items rather than updating existing ones. This may lead to duplicates or incorrect totals.
To ensure accuracy, remove outdated line items manually in Sage Intacct.

To remove the integration:

📌 To adjust any of the integration settings, click the pencil icon instead.