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How do I configure or remove the transaction link sync for the Sage Intacct integration?

How do I configure or remove the transaction link sync for the Sage Intacct integration?

Learn how to enable or remove a transaction link for your Sage Intacct integration in Divvy.
Cody Titmus avatar
Written by Cody Titmus
Updated over a week ago

If you have enabled the Sage Intacct integration in your Divvy account, you can also configure the transaction link sync. With this sync configured, links display next to Sage transactions that will take you to the same transaction in Divvy.

This article describes how to enable the transaction link, remove the transaction link, and confirm the customization package is set up correctly in Sage Intacct.

Table of Contents

Enable Transaction Link

  1. In the Divvy Navigation Menu, click the Integrations link.

Open Integrations Link

2. Find the Sage Intacct integration [1]. Then click the Configure button [2].

Configure Sage Intacct Integration

3. In the configuration settings, find the Transaction link sync option [1]. Then click the Configure button [2].

Configure Transaction Link Sync

4. A setup tutorial displays in Divvy. In the first step of the tutorial, click the Use this link link. A customization package downloads to your computer. Save this file to use at a later step.

Use This Link

5. In Sage, open the Platform Services menu [1] and select the Custom packages option [2].

Custom Packages Option

6. Click the New Package link.

Create New Package

7. Click the Choose File button and select the customization file you downloaded previously [1]. After the file has finished uploaded, click the Import button [2].

Select File

8. View the link to Divvy next to any transactions in Sage.

Remove Transaction Link

To remove the transaction link from your Sage integration, follow the steps below:

  1. In Sage, open the Platform Services menu [1] and select the Custom packages option [2].

    Open Custom Packages

  2. Find the package titled "BILLCOM_SYNC_LOGDELETES_ADDLINK" [1]. Then click the Delete link [2].

    Delete Package

  3. Click the Yes, I want to complete this action checkbox [1]. Then click the Delete button [2].

    Complete the Action

  4. To confirm you want to delete the package and all related fields, click the Delete button.

Delete Fields

Verify Customization Package

  1. In Sage Intacct, click the Company drop-down menu [1], open the Platform Services menu [2], and select the Custom packages link [3].

    Open Custom Packages

  2. Click the BILLCOM_SYNC... link.

    Open Sync Package

  3. Find the Divvy Smart Link section [1]. This section should be at the end of the page.

  4. Confirm that the Smart Link ID field says VIEW_DIVVY_TRANSACTION_URL [2].

View Customization Package

5. If the customization package is incorrect, complete the Enable Transaction Link steps again.

If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team.

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