Budget Export - Sage Intacct

If your Martus instance is integrated with Sage Intacct, you can directly upload your completed budget to Sage Intacct. To do this, use the Intacct selection on the Planner menu.

Note that uploading your Martus budget will replace the indicated Sage Intacct budget. This operation cannot be undone!

Uploading a Budget to Sage Intacct

You must be a Martus Admin user to upload budgets into Sage Intacct.

1. Navigate to Planner > Intacct in Martus.
2. Verify that the Year is correct.
3. Select the Martus Budget that you want to upload into Sage and then select the Intacct Budget that you want to load the Martus budget into.
4. Do NOT select Don't Clear Existing Sage Intacct Budget unless your Martus budget contains entities with different fiscal years (for example, a school with a fiscal year starting in July and a church with a fiscal year starting in January). Usually this means you have more than one Martus instance. Review this with Martus Support before uploading your budget if you need assistance.
5. Click Upload XXXX Budget. The sync uploads budget data according to your Martus setup.
6. The job will be queued, and can be viewed in Dashboard > Updater. When the job completes, it will indicate a success status, and an email will be sent to the user who initiated the job. See Troubleshooting (below) for errors and how to resolve them. You can also send a screenshot of an error via a support ticket, or to your Martus partner (if working with a Martus reseller).

Special Considerations

• The Planner > Intacct feature is available to all Admin users. It can also be made available to non-admin users by granting them a specific privilege. For non-admins, only the worksheets for which they have permission are uploaded. Non-admin users cannot select the Sage Intacct budget to be updated; that is pre-defined by a Martus Admin on the Planner > Intacct page.
• When an Admin user uploads a budget, the upload process syncs the Sage Intacct budget to the Martus budget so that it matches exactly, for the 12 months of the specified fiscal year. 
• When a non-admin user uploads a budget, the budget information for all the worksheets to which they have access is updated within the Sage Intacct budget for the 12 months of the specified fiscal year. There is an on-screen message that explains further that this will include any restricted or excluded accounts within those budget worksheets, even if the non-admin user does not have access to see or update those budget lines. 
• The target Sage Intacct budget must have budgetable reporting periods defined for the specified fiscal year. If it does not, an error message will be displayed.
• Only the top level budget in Sage Intacct is updated. To update budgets at the entity level, export the budget from Martus and import it into Sage Intacct.
  
  

Frequently Asked Questions

• Can I upload my budget multiple times? You can repeat the upload process as often as you wish, even for the same Martus budget. For example, if you’ve completed the budget for one location, you can upload your budget to Sage Intacct. Then, after you complete the budget for another location, you can upload the same Martus budget again.
• What is the 'Don't Clear Existing Sage Intacct Budget' button used for? That box should only be selected if you have different Martus instances that have different start months for the fiscal years. Do not select that box if that scenario does not apply to you.
• Does the budget upload affect any other fiscal years? No. The budget upload process only updates the budget for the fiscal year that you select.
• What if some budget worksheets are not approved? Martus budget data is uploaded regardless of the approval status of individual worksheets within that budget.
• What if I've made just one change in my budget - how can I upload just that worksheet? Just follow the same instructions for uploading the budget. Only the changed data will be updated in Sage Intacct.
• If any part of a budget is locked or frozen, does that affect the upload? The upload is not impacted by frozen or locked worksheets or budgets.

Exporting a Martus Budget to Import to Sage Intacct

If you choose, you can also export a Martus Budget for import into Sage Intacct. Specify the fiscal Year for the Martus budget, and then enter the BudgetId of the Intacct budget into which you plan to import the file. The default Planner budget for the specified year will be exported.

The Martus budget is exported as an Excel file. It will need to be converted to a CSV file before it can be imported into Intacct. Verify and update the column layout of the exported file in order to match the import format that your Intacct configuration requires, as the sequence cannot be controlled prior to export.

Troubleshooting

If you experience errors uploading your budget, please create a ticket through the Knowledge Base if you are a direct Martus customer, or contact your Martus reseller if you are supported through one of our Martus partners. Include a screenshot of the error and any other relevant information, including steps to reproduce.