Importing Orders in Sage Intacct for E-Commerce

Importing orders into Sage Intacct for an E-Commerce business can be done efficiently by leveraging Sage Intacct’s import functionality, which allows you to upload bulk order data from external systems (e.g. your e-commerce platform like Shopify, WooCommerce, or Magento) into Sage Intacct.

This video offers a general outline of how importing orders are made easier with Sage Intacct for an E-Commerce business, covering the various benefits of the system.

Summary of Steps for Importing Orders into Sage Intacct for E-Commerce:

1. Prepare and clean the order data from your e-commerce platform (e.g., in CSV or Excel format).
2. Map the fields to the required Sage Intacct import template (Sales Orders or Invoices).
3. Use the Data Import tool in Sage Intacct to upload the orders.
4. Review imported data for accuracy and make any necessary adjustments.
5. Automate the process with integration tools for continuous data flow between the e-commerce platform and Sage Intacct.
6. Generate relevant reports to track sales and financials.