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Sage Construction Management Ideas Portal
Status Needs review
Categories Projects
Created by Victoria McCullough
Created on Jul 23, 2025

Pull contact, PM, address information into intacct

It would be really helpful if we could pull over the following information from SCM into Intacct at the project level when sending a project to intacct from SCM since these areas are normally already filled within SCM: Primary Contact, Ship-To Contact, Bill-To Contact, as well as key personnel such as the Project Manager, External User (Customer), and Sales Contact.

This would save clients from having to go back into Intacct to manually re-enter or assign those contacts to each project.

Is there a reason this information doesn’t already transfer during the project export process? If not, is it something that could be considered for future enhancement?

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