Select Intacct Employees or Vendors to Sync to Emburse

The Emburse Intacct Connector will automatically create and update user records in Emburse, based on the status of your employees in Intacct. If an employee record is created in Intacct, it will be subsequently synchronized to Emburse, preventing the need to create the record in multiple systems. By default, the connector will synchronize all Employee records from Intacct. 

Most organizations will want to only synchronize a subset of their Intacct employee list to Emburse, to ensure that only specific employees have access to create and submit expenses for approval.

This article will show Intacct administrators how to select a subset of your employee records to synchronize to Emburse.

This article also applies to organizations whose employees are entered as Vendors in Intacct.

Step 1: Create a Custom Field

To identify the users which should and should not be synchronized to Emburse, we will create a custom field in Intacct.
1. Select Applications > Customization Services > Custom Fields.

2. Choose Employee or, if your users are configured as Vendors in Intacct, Vendors.

3. Under Data Type, select Checkbox.

4. Enter the following information.

  • Label: We recommend “Sync to Emburse” or something similar.
  • Default value: Select a default value for new Employee records.
  • Field ID: The field ID will be created automatically. You will need the Field ID in a later step, when configuring the connector settings.
  • Description: Enter a description, if desired.

5. Fill out the remaining options. The field you are creating does not need to be required. You may customize where the field appears, based on your organization's preferences. Click Done to create your new field.

Step 2: Select the Employees or Vendors to Sync

With the custom field created, you may now select which Employees/Vendors should synchronize to Emburse.

1. If your Employees are configured as Employees in Intacct, select Applications > Expenses > Employees.

If your Employees are configured as Vendors in Intacct, select Applications > Purchasing > Vendors.

2. Click Edit next to the Employee or Vendor you wish to synchronize to Emburse.

3. Check the Sync to Emburse checkbox and click Save. The user record will be created in Emburse during the next synchronization, which will be configured in a later step.

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