An organization transitioning financial reporting to Sage Intacct needed a way to move journal entry data from legacy processes into the new ERP without redesigning upstream systems or retraining operational teams.
Existing workflows already produced journal entry data in Sage 300 format, including batch headers, account strings, and transaction details. While this structure aligned with Sage imports, Intacct required a different layout, segmented dimensions, and strict CSV formatting rules for successful uploads.
Although upstream systems could continue producing Sage formatted journal templates, there was no automated way to convert those templates into Intacct’s import structure. Accounting staff were forced to manually reshape spreadsheets before every upload.
This introduced several issues:
To preserve existing workflows while enabling Intacct imports, we built a Windows-based conversion utility that functions as middleware between Sage-formatted journal templates and Sage Intacct’s import format.
The application reads standard Sage 300 journal entry templates and outputs fully formatted Intacct CSV files. During conversion, it applies consistent business rules and validations, including:
Because the transformation logic is centralized, the tool can also apply targeted normalization rules, correcting known data issues automatically before import into Intacct. This allows upstream systems and legacy templates to remain unchanged while ensuring clean data reaches the new ERP.
The middleware eliminated the need for manual spreadsheet reformatting and reduced import errors during the transition to Intacct. Journal entries can now be converted and uploaded quickly and consistently, supporting both system migration and parallel operations. Close cycles are faster, posting errors are reduced, and accounting teams can rely on a repeatable, controlled process for cross-system data movement.
