Set up Sage Intacct in Wrapbook

Overview

This guide walks you through connecting your Sage Intacct instance to Wrapbook so payroll data flows automatically into your General Ledger. When you issue a payroll in Wrapbook, the integration pushes an AP Bill to Sage Intacct for your AP team to review and post.

Setup time: 30–45 minutes (includes Sage Intacct configuration + Wrapbook connection)
Who this is for: Sage Intacct administrators and company owners with full permissions to manage integrations and configure web services.

Permissions required

To set up the Sage Intacct integration, your account must have the following permissions

• Wrapbook: Company Admin

• Sage Intacct: Company Admin role or equivalent access to Web Services configuration

What the integration does

What flows from Wrapbook to Sage Intacct

Each time you issue a payroll in Wrapbook, an AP Bill is pushed to Sage Intacct approximately 1–2 minutes after issuance. The bill arrives in draft state — your AP team reviews, adjusts if needed, and posts it in Sage Intacct.
Each Bill includes:

• Vendor: default vendor configured (e.g., Wrapbook)

• Bill number: the Wrapbook payroll display ID (e.g., Payroll-00748134)

• Document date: the payroll's issue date

• Lines: one line per pay type per worker, plus fringes (Employer Taxes, Workers' Comp, Platform Fees, etc.) broken out and consolidated by category — grouping is configurable per project

• Dimensions: the dimensions enabled for your Wrapbook company

What flows from Sage Intacct to Wrapbook

Wrapbook reads the following from Sage Intacct to populate your mapping configuration. This is read-only — Wrapbook never writes back to your Intacct data:

• Chart of Accounts

• Vendors

• Standard dimensions (Location, Department, Project, Project task, Class, Item)

• Locations (entities), used to tag each bill line with its entity
  Data syncs automatically every 24 hours. Manual refresh is available when you add new GL accounts or dimensions to Sage Intacct.

Supported dimensions

The integration passes the following Sage Intacct dimensions on AP Bill lines:
Required:

• Account (GL account) — Typically set as a default for payroll expense accounts (wages, taxes, fringes) at the company level; can be overridden per project

• Vendor — The Wrapbook vendor record; set once during integration setup

Optional (configurable per project):

• Project — Allocated against specific projects; synced from Sage Intacct project list

• Project task — Sub-line item allocation within a project; optional if projects are enabled

• Location — Entity/multi-location tracking; synced from your Sage Intacct entity structure

• Department — Departmental allocation and cost center tracking; synced from your Sage Intacct departments

• Class — Independent, flexible dimension you can repurpose for your organization's needs (e.g., Industry, Product Line, Service Type, Grant Category); synced from your Sage Intacct class list

• Item — Analytical classification tag to associate payroll transactions with specific products, services, or billable offerings; synced from your Sage Intacct item list

User can set defaults at the company level in Wrapbook and override them per project. Only the dimensions you enable will sync from Sage Intacct and be available for mapping.

Limitations

⚠️ Custom fields are NOT currently supported.

⚠️ Employee dimension and User-Defined Dimensions (UDDs) are not supported. Only standard Sage Intacct dimensions are passed.

Before you start

The setup steps in Sage Intacct are all performed in your Sage Intacct instance and require expertise with your ERP system. If you run into issues creating users, configuring permissions, generating API credentials, or understanding your system's configuration — contact your Sage Intacct administrator or support team.

Have the following ready before beginning setup:

• Sage Intacct administrator username and password — needed for Web Services configuration

  ⚠️ If you don't have admin credentials, contact your Sage Intacct administrator or support team to complete Step 1

• A vendor record for Wrapbook in Sage Intacct (Create one manually if it doesn't exist — the integration does not auto-create vendors. Common name: "Wrapbook" or "Wrapbook Payroll")

• Project chart template — optional but recommended; start from the Wrapbook template or a blank template

• Dimension requirements — know which of Project, Project task, Location, Department, Class, and Item your GL accounts require on transaction lines.

• GL accounts confirmed — know which accounts you'll use for payroll:

  • Wages/salaries

  • Overtime

  • Employer taxes (payroll tax payable account)

  • Reimbursements

  • Fringes/benefits

  • Platform fees
    ⚠️ Multi-entity setup? Wrapbook connects at the top level of your Sage Intacct company, and bills post at the top level. Sage Intacct assigns each bill line to an entity based on its Location. Make sure every project has a Location — set a company default in Step 2 or override it per project in Step 4.B.Step 1: Sage Intacct Web Services Setup

All steps below are performed by a Sage Intacct administrator in your Intacct instance.

1.A Enable Web Services (if not already enabled)

If Web Services is already enabled, skip to 1.B.

1. Log in to Sage Intacct as an administrator

2. Navigate to Company Admin → Subscriptions

3. Scroll down to find Web Services

4. Confirm the company is subscribed to Web Services

1.B Add Web Services Authorization

1. Navigate to Company Admin → Company

2. Click the Security tab and click Edit

3. Scroll to the Web Services Authorization section and click Add

4. In the pop-up window, enter the Web Services Sender ID and a description, then click Save
   Note: Copy and save the Sender ID and password provided by Sage Intacct — you'll need these for Step 2 (Wrapbook connection).

1.C Create or Configure a Web Services User

1. Navigate to Company Admin → Users → Web Services User → Add

2. Fill in the user details:

   • User ID: wrapbook_payroll (or similar)

   • Last name: Wrapbook

   • First name: Integration (or use "Payroll")

   • Email address: integration-support@wrapbook.com or your internal IT email

   • User type: Business

   • Admin privileges: Off

3. Scroll to the Roles Information section and assign a role with the following permissions:
   Minimum Required Permissions:

Scroll to Entity Level Access, enable Top Level Access, and click Save. Wrapbook posts bills at the top level, so top-level access is required.

Note: Copy the Web Services user credentials (User ID and password) — you'll need these for Step 2.

Step 2: Connect Wrapbook to Sage Intacct

Note: You'll need the Web Services credentials from Step 1 (Sender ID and password, plus Web Services user ID and password).

1. In Wrapbook, go to Company Settings → Integrations → Sage Intacct

2. Click Connect to Sage Intacct

3. Enter your Intacct credentials:

   • Company id: Sage Intacct Company id

   • Sender ID: (from Step 1.B)

   • Sender ID Password: (from Step 1.B)

   • Web Services User ID: (from Step 1.C)

   • Web Services User Password: (from Step 1.C)

4. If multi-entity, select the Entity you want to integrate

5. Click Connect your data — Wrapbook will now sync your GL accounts, vendors, and dimensions from Intacct. This typically takes 2–5 minutes.

Set company-level defaults

After connecting, configure your company defaults:

• Default vendor: select the default vendor from the vendor list

• Default GL/expense account code — this is the fallback account inherited by all projects

• Enable dimensions: Under Company Settings → Integrations Settings → Edit Dimensions, select which optional dimensions apply to your GL accounts: Location, Department, Project, Project task, Class, and Item

Step 3: Configure your Chart Mapping

Before configuring individual projects, set up your Project Chart Template — this is done once and reused across projects.

A. Select the Chart of Accounts

1. Go to Company Settings → Project chart templates → Edit

2. Select an AICP or custom chart already mapped at the company level
   Each chart line maps to a single GL account. Any other dimensions are applied separately at push time based on the project or company defaults; they are not configured at the individual line level.

B. Map fringe lines

The project chart template includes fringe-bucket rows (Fringes, Employer Taxes, Platform) that do not auto-populate from your COA. Add these to your project chart and map each to the corresponding GL account:

• Employer Taxes → typically mapped to employer payroll tax payable account

• Platform → typically mapped to platform/processing fee expense account

• Fringes → typically mapped to benefits or fringe benefit expense account
  ⚠️ If fringe lines are left unmapped, the resulting Bills will include lines without a GL destination and Sage Intacct may reject the push.

Step 4: Configure each project

After the company-level connection is set up, each Wrapbook project needs the following confirmed before its first payroll sync.

A. Assign the Chart Template

Go to Project Settings → Cost tracking, enable Accounting chart, and select a Chart Template from the dropdown. Use Manage chart to review or adjust the chart's line-level mappings if needed.

B. Set project-level dimension overrides (optional)

Go to Company Settings → Integrations Settings → Edit to override dimensions for a project. Each dimension can be overridden at the project level under the Override project dimensions section. If not overridden, dimensions inherit the company-level defaults.

C. Verify timecard coding is complete

The auto-push fires approximately 1–2 minutes after payroll issuance with no manual review step. Make sure all timecards are fully coded before issuing your first payroll.
How coding gaps affect the push depends on the field type:

• Required fields (GL account and Vendor): If either is missing, the push will fail entirely — you'll see a "Failed" status in Integration history

• Dimensions (Location, Department, Project, Project task, Class, Item): Behavior depends on how each dimension is configured in Sage Intacct. If a dimension is marked required in your Sage Intacct instance, a missing value will cause the push to fail. If it's optional, the bill will sync but that dimension will be left uncoded on the line.
  See Troubleshoot a failed push, below, if a payroll doesn't sync after issuance.

Header Mapping: Wrapbook Payroll → Sage Intacct Bill Header

These fields appear once at the top of each Sage Intacct Bill.

Line-Item Mapping: Wrapbook Payroll → Sage Intacct Bill Entries

Below shows how different payroll components appear as separate Bill entry lines.

Dimensions: Each line also carries the dimensions you enabled in Company Settings → Integrations Settings → Edit Dimensions (Location, Department, Project, Project task, Class, Item), using the company defaults or project overrides.

After go-live: Dimensions data sync

Initial sync on connection

When you enter credentials in Step 2, Wrapbook immediately fetches your Chart of Accounts, vendors, and dimensions. This data appears in your mapping UI within 2–5 minutes.

Ongoing data refresh

Wrapbook syncs dimensions data from Sage Intacct every 24 hours from the time of initial connection.

Manual refresh

If you need data to update immediately (for example, you just added a GL account in Sage Intacct):

1. Go to Company settings → Integrations settings → Edit

2. Click Refresh Connection

3. Updated lists appear within 2–5 minutes
   ⚠️ Adding new GL accounts or dimensions before mapping a new project? Use the manual refresh button.

Viewing sync status and syncing payrolls

Check sync status

After a payroll is issued, you can confirm whether the push to Sage Intacct succeeded:

1. Go to Company Settings → Integration history

2. Find the payroll row and check the Status column. You can filter by Type, Status, Project, or Date range, or search by Entity ID.

Fix a failed push

Failed rows show what went wrong directly in the Description column, along with:

• Why did this fail? opens a plain-language explanation of the error and what to fix

• A fix link where one is available (for example, Map chart line cost codes) that takes you straight to the setting to correct

• Retry sync re-attempts the push once you've fixed the issue. It appears on Failed rows only.

Deleting the integration

⚠️ This action is permanent. Only delete the integration if you're certain you won't reconnect.

1. Go to Company settings → Accounting → Integrations → Manage

2. Click Delete next to Sage Intacct and confirm

What happens when you delete:

• The connection is removed

• All configuration is deleted: company defaults, project overrides, field mappings, dimension settings

• Dimensions data is cached in Wrapbook but no longer synced from Sage Intacct

• Payroll issuance in Wrapbook continues to work, but no Bills will sync to Sage Intacct

Troubleshooting

Troubleshoot a failed push

1. Find the failure. Go to Company Settings → Integration history and find the row with a Failed status.

2. Read the error. The reason appears in the Description column. Click Why did this fail? for a plain-language explanation of what went wrong and what to fix.

3. Check the likely causes, in order:

   • Is a Chart Template assigned to the project? Go to Project Settings → Cost tracking and confirm Accounting chart is enabled and a chart is selected. No chart assigned means any coding is accepted, which can cause downstream mapping gaps.

   • Does the fringe mapping exist? Go to Project Settings → Cost tracking → Manage chart and confirm fringe-bucket rows (Fringes, Employer Taxes, Platform) are mapped to GL accounts, not left blank.

   • Are dimension overrides missing? Check Company Settings → Integrations Settings → Edit → Override project dimensions to confirm required dimensions (Location, Department, Project, Project task, Class, Item) are set for this project.

4. Fix and re-sync. Once the gap is corrected, click Retry sync on the failed row and confirm the Status updates to "Successful" within ~15 seconds.

Web Services connection errors

AP Bill validation errors

Need help?

Contact the Wrapbook Support Team or reach out to your Wrapbook Customer Success Manager if you have questions about how the Wrapbook–Sage Intacct integration works.