Sage Intacct was built to be able to “talk” to Virtuous with automated, system-to-system communication. With Sage Intacct, you will be able to customize the mapping of gift and project data fields between Virtuous and Intacct. Here are some common questions regarding the integration.
How does the data sync?
When a new gift or update to a gift is made in Virtuous a webhook request is made to connect both Apps and (depending on setup) Gift/Payments or Project/Funds are placed into a queue to update into Sage Intacct . These requests are made nearly in real-time.
The answer to this is going to be dependent on how you have things set up in Intacct. Every project in Virtuous has a unique project code that should be linked to a similar item in Intacct- with the same unique identifier. This may be your account or your accounting dimensions depending on how you have Intacct set up. The best way to figure this out for you, is to consider the project in Virtuous should match where you're putting the money in Intacct.
For example: I have a big overall project of Clean Water 2022, this might be my account in Intacct. BUT, I also have smaller projects (or subprojects) relating to clean water- so, I might have trash pick-up, advocacy, water filters etc. each of these might be a GL (that rolls up into the greater account). In this case, my trash pick-up project in Virtuous would have a unique project code and I would want to match that to the GL code I have in Intacct. The key thing to keep in mind is that the terms here are going to be dependent on how you have Intacct set-up. What we are calling a GL may actually be an account in your Intacct instance. A best practice might be to write out what items you're tracking in Intacct- and how they roll up- then match that to your projects in Virtuous.
Do I have to set up my Intacct integration before importing gifts? What happens to gifts I import before the Intacct integration is set up?
If you do not set up your Intacct integration prior to importing gifts in Virtuous, then those gifts will not be sent over to Intacct. Best practice would be to set up Intacct account before importing gifts.