Video walkthrough
This video walks through the full setup, enabling web services in Sage Intacct, adding the Rutter Sender ID, connecting your account, mapping your chart of accounts, and importing your data.
Before you begin
To connect Sage Intacct to Digit, you will need:
Admin access to your Sage Intacct account with full permissions to all objects
Your Sage Intacct Company ID, Username, and Password
Access to Settings > Integrations in Digit
Getting started
In Digit, navigate to Settings in the left sidebar, then click Integrations.
Scroll down in the Marketplace section, locate Sage Intacct, and click Get Started.
A setup modal will appear outlining the three steps to complete the integration: Connect, Map accounts, and Import & sync.
Step 1: Connect to Sage Intacct
Click Connect to Sage Intacct. A pop-up window will open with interactive instructions to guide you through the required setup on the Sage side.
Before Digit can connect, make sure you have completed the following in your Sage Intacct account:
Web Services is enabled
The Rutter Sender ID has been added
Once both steps are complete, enter your Sage Intacct Company ID, Username, and Password, then click Connect.
The pop-up will close, and a connecting notice will appear in the modal. The connection usually takes a few minutes, but it can take up to a few hours.
💡 Pro tip: You don't need to wait. Close the window and keep working in Digit once the connection is ready, a green notification banner will confirm it was successful.
When you return to the modal, you'll see a green "Connected." You're ready to continue with setup confirmation. Click Next to move on to step 2.
Step 2: Map your accounts
This step defines how transactions flow from Digit into Sage Intacct. The available options are pulled directly from your Sage Intacct chart of accounts.
For Sales Orders, select the invoice account you want to use.
For Purchase Orders, select the bill account you want to use.
Click Next.
⚠️ Heads up: Both fields are required. You will not be able to proceed until both an invoice account and a bill account have been selected.
Step 3: Import your data and turn on sync
In this step, you can import your existing vendors, customers, and items from Sage Intacct into Digit before activating sync.
Toggle on the categories you want to import: Vendors, Customers, and/or Items.
Click Start Import. An importing notice will appear in the modal while the import is in progress.
You can click Close & Notify Me to keep working — Digit will send you a notification when the import is complete.
ℹ️ Note: Once the import finishes, the status updates to Import complete, sync on.
Sage Intacct is now connected
Sync is now active. When you create a sales or purchase order in Digit, it will automatically generate a corresponding invoice or bill in Sage Intacct. If a vendor, customer, or item on an order does not yet exist in Sage Intacct, Digit will create it automatically when the invoice or bill is pushed.
⚠️ Heads up: Any changes made in Settings will only affect new items going forward. To update values that have already been synced, you need to edit them directly in Sage Intacct.
On the Integrations page, Sage Intacct will now appear under Your Integrations with a Sync on badge confirming the connection is active.
You can click Settings at any time to update your account mapping, re-import data, or disconnect the integration.
