Tabs <> Sage Intacct Integration

Last updated: January 26, 2026

This guide walks through how to connect Sage Intacct to Tabs, how data syncs between systems, and how users can manage customers, products, invoices, and payments. It's designed to understand how the integration works and what to expect in each step.

1. Connecting Sage Intacct to Tabs

How to Connect

  1. Navigate to: https://dev.app.tabsplatform.com/merchant/integrations/connect

  2. Select the Sage Intacct tile and click Connect.

  3. Log in with your Sage credentials.

  4. After authentication, you’ll automatically return to Tabs.

🎥 Walkthrough: Tabs <> Sage - Connecting to Sage

What Happens After Connecting

  • Tabs securely stores OAuth credentials.

  • No data syncs yet — you must set an entity before Tabs syncs data from Sage.

2. Setting Your Sage Entity (Company/Subsidiary)

Tabs supports multi-entity Sage configurations; One Tabs instance maps to one Sage entity.

Steps

  1. Go to: https://dev.app.tabsplatform.com/merchant/integrations/sage-intacct

  2. Select the entity you want to sync.

  3. Save your selection — this determines:

    • Which customers can sync

    • Which items, accounts, invoices, and payments will be pulled into Tabs

📌 Note: If you use Sage locations and want Tabs to support them, contact Jacky — this can be added based on your configuration.

🎥 Walkthrough: Tabs <> Sage: Setting an Entity (Company/Subsidiary)

3. Syncing Sage Data Into Tabs

Once an entity is selected, clicking Sync ERP will import Sage data into Tabs.

Data Pulled Into Tabs

  • Customers

  • Contacts

  • Items

  • GL Accounts

  • Invoices

  • Payments

How Syncing Works

  • First sync = full import of Sage Intacct entity.

  • Future syncs = only changes deltas.

  • Data appears across:

    • Tabs Dashboard

    • Garage

🎥 Walkthrough: Tabs <> Sage: Syncing Data into Tabs

4. Creating a Customer (Tabs → Sage)

Customers created in Tabs are automatically pushed to Sage.

Steps

  1. Navigate to: https://dev.app.tabsplatform.com/merchant/customers/all

  2. Click Create Customer.

  3. Enter required information and save.

What Happens Next

  • Customer is created in both Tabs and Sage.

  • Tabs displays Sage External ID under the customer name to confirm successful sync.

🎥 Walkthrough:Tabs <> Sage: Customer Creation

5. Editing Customer Information (Tabs → Sage)

Tabs syncs only Sage-relevant fields (name, primary email, primary billing address, etc.).

Editing Customer Name

Two paths:

Option 1 — Customer Page

  • Open the customer page → “Settings & More” → Edit Name

Option 2 — Business Information

  • Edit the Preferred Name under Business Names

📌 Note: Company legal name is Tabs-only and doesn't sync to Sage.

🎥 Walkthrough: Tabs <> Sage: Editing Customer Name

6. Managing Email Contacts (Tabs → Sage)

Add New Email

  1. Go to the customer’s Business Information.

  2. Edit the “Billing Email(s)” section.

  3. Add a new contact → Save.

  4. Select the new email as the primary billing email → Apply.

📌 CC Emails: These are Tabs-only and do not sync to Sage.

🎥 Walkthrough: Tabs <> Sage: Editing billing email

7. Editing Addresses

You can add or update billing and shipping addresses from Tabs, which syncs to Sage and updates associated contacts as needed.

🎥 Walkthrough: Tabs <> Sage: Adding/Editing Addresses

8. Setting Up Products & Contracts (Tabs-Only)

All Sage inventory items sync into Tabs as “Integration Items.”; ONLY non-inventory Sage items can be mapped in Tabs for invoice sending.

Steps

  1. Go to a customer → Products

  2. Click Add Product

  3. Choose Sage integration item

  4. Create billing schedules

📌 Note: Product and contracts created in Tabs do not sync to Sage. They are only used for invoice generation within Tabs.

🎥 Walkthrough: Tabs <> Sage: Linking integration items

9. Sending an Invoice (Tabs → Sage)

When you press Send Invoice:

  1. Tabs emails the customer.

  2. Tabs pushes the invoice into Sage’s Order Entry → Sales Invoice module.

    1. Sage auto-creates the corresponding Sage’s AR Module invoice.

What Syncs

  • Invoice number

  • Invoice date (Tabs send date)

  • Memo/description

  • Line items (item, quantity, price)

Confirmation in Tabs

A Sage External Invoice ID appears under Related Integrations.

🎥 Walkthrough: Tabs <> Sage: Invoice Creation

10. Recording a Payment (Tabs → Sage)

Payments recorded in Tabs automatically sync to Sage.

Steps

  1. Open an invoice

  2. Click Record Payment

  3. Enter payment details → Save

🎥 Walkthrough: Tabs <> Sage: Payment Creation

11. Releasing in February

  • Dimensions: Locations, departments, classes

  • Stripe

  • Month-end close journal entries

  • Credit memos

12. Releasing in March

  • Plaid

  • Tax Integrations

  • Enhanced error surfacing