Sage Intacct + Ply Integration

Ply + Sage Intacct
Legend
To Sage
From Sage
Both Ways
Does Not Sync
On-Demand Sync

How It Works

Materials Real-time
Products sync bidirectionally via webhook. Changes in either system reflect within seconds.
Purchase Orders Real-time
Full PO lifecycle syncs both ways. Create POs in Ply, bills appear in Sage automatically.
Vendors Real-time
Ply vendors push to Sage. Auto-created when first referenced on a purchase order.
Inventory Adjustments Real-time
Stock adjustments in Ply sync to Sage inventory. Keeps quantities accurate across systems.
GL Accounts Setup
Chart of accounts pulls from Sage. Required for proper asset, income, and expense mapping.
Item Images Real-time
Product images from Sage attachables sync to Ply materials library.
Sage
On-Demand (Full Sync)
Materials
Items
Locations
Warehouses
Vendors
Supplier Contacts
Purchase Orders
Purchasing Documents
Warehouse Transfers
Warehouse Transfers
Inventory Levels
Item Warehouse Inventory
Inventory Adjustments
Adjustment Transactions
Does Not Sync
Invoices
Payments
Customers

Sync Settings & Configuration

Sync Type
Real-time
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Rate Limit
40 req/min
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GL Mapping
Required
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PO Lifecycle
Full Sync
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Add to Location
Toggle
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Sum Quantities
All Locations
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Auto-Close PO
On Received
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Vendor Auto-Create
Enabled
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