Import and bulk edit Sage Intacct data without fighting the templates

Intacct's standard import templates require your CSV to match their exact column layout and reject files that do not conform, which leads to repeated reformat-and-retry cycles. The alternative is a tool that maps your columns to Intacct's fields instead of forcing your file into a fixed shape. Intacct Workbench works this way: open the record type, click Import CSV, match your columns to Intacct's fields, review which records are new and which already exist, and import only the rows you tick. A results file shows exactly what posted and what needs a fix.

Sage Intacct has no simple built-in way to change one field across many records at once, so consultants often fall back on export and re-import. Intacct Workbench gives you two cleaner paths: select multiple records and apply a bulk edit directly, or export the list, correct the values in Excel and update from CSV. It covers list records such as vendors, customers, projects, GL accounts, employees and items, and records in use can be deactivated instead of deleted.

A direct connection that maps your columns, not manual template files. Intacct's built-in templates make you export, reformat to match the template, import and fix rejected rows, a cycle that repeats every period. Mapping your existing columns to Intacct's fields removes the reformatting step, and reviewing new against existing records before posting removes the duplicate clean-up afterward.

It reads data exported from Sage 50, Sage 100, Sage 300, QuickBooks, or any CSV or Excel file. That makes it useful both for a partial migration off one of those systems and for an ongoing feed from a system you intend to keep running beside Intacct.

Imports and updates across 18 record types, including vendors, customers, AP bills, AR invoices, projects, GL accounts, employees and items. The same mapping and review flow applies to all of them.