Sage Intacct· Data mapping
Sage Intacct data mapping
Data mapping is where the business decisions of a Sage Intacct migration are made. A mapping that copies the legacy structure one to one usually carries the legacy problems into Sage Intacct. superglue's agent proposes field mappings and transformations, you decide the ambiguous cases, and the client signs transformed files before anything loads.
How this step works
What the agent does
- Proposes field mappings and value translations from the source structure to Sage Intacct.
- Lists the ambiguous cases and the records that cannot map, with counts.
- Builds a client questionnaire for questions only the client can answer.
- Produces transformed files for review.
What you decide and approve
- The business meaning of ambiguous fields and codes.
- What happens to records that cannot map.
- When the mapping is ready for the client's signature.
What the client gets
- A mapping report to sign.
- Transformed files to review before the load.
Key Sage Intacct mapping decisions
- 01
A lean chart plus dimensions
Most of the value of Sage Intacct comes from dimensions. Collapse account strings into a short chart and move the rest into departments, locations, classes and projects.
- 02
Entities versus locations
Decide which legacy companies become entities with their own books, and which become locations for reporting.
- 03
User-defined dimensions only where needed
Each one adds work on every transaction. Add them for reporting the client will actually use.
- 04
Shared customers and vendors
Decide whether records live at the top level and are shared, or belong to one entity.
“We do 40+ Sage Intacct implementations a year, and data migration used to take half our budget on every project. superglue turned our biggest cost center into something we can scope in hours, not weeks.”
Frequently asked questions
What are the key Sage Intacct mapping decisions?
A lean chart plus dimensions; Entities versus locations; User-defined dimensions only where needed; Shared customers and vendors. The agent proposes an answer from the source data, and you confirm or change it.
Can the client review the mapping before anything loads?
Yes. The agent produces transformed files and a mapping report. The client signs the mapping, and the load uses exactly the signed mapping.
How does superglue work with our consultants?
superglue works alongside your team. The agent takes on the repetitive work, such as reading documents, drafting, mapping, loading and reconciling. Your consultants keep the client relationship and the decisions, and they approve every change to a client system.
Can we use our own implementation method?
Yes. Write your firm's method as a playbook, and every consultant and every session follows it. The documents the agent produces carry your firm's branding.
Which systems can we migrate from into Sage Intacct?
Common sources are QuickBooks, Sage 50, Sage 100 and Sage 200, Microsoft Dynamics GP, Xero and spreadsheets. The agent also reads Excel, CSV and XML exports and most systems with an API or a database.
Is client data safe?
superglue holds a SOC 2 Type 2 report and works under GDPR. Credentials are encrypted with AES-256. On the Enterprise plan, superglue can run on your own infrastructure.
How do we start?
Start with one live Sage Intacct project. Connect the client's systems, give the agent the statement of work, and run the first steps together with us.