Critical Things to Check Before Importing Data into Sage Intacct
Data imports can be one of the most powerful features in Sage Intacct, allowing you to load large amounts of information quickly and efficiently. Whether you’re importing customers, vendors, GL accounts, journal entries, or transactional data, imports can save significant time — but only when the data is clean and formatted correctly.
A consistent pre import checklist helps you catch issues early and avoid the most common errors. Below are the top things to check before you hit “Upload,” along with the mistakes they typically prevent.