Improved Contact Synchronization Between Sage Intacct and Versapay

To enhance data accuracy and reduce synchronization issues, contact creation, updates, and deletions are now managed directly in Sage Intacct. The Add Contact and Delete Contact options have been removed from the Versapay ribbon.

Contacts created in Sage Intacct will continue to sync automatically to Versapay and you can still use the Versapay ribbon to invite customers to the portal, resend invitations, and manage portal access.

How it works

Adding a New Contact

1. Open the customer record in Sage Intacct

2. Add the contact from the customer's Contacts tab and save your changes

3. The contact will automatically sync to Versapay based on your organization's sync settings

Managing Customer Portal Access

Once a contact has synced to Versapay, you can continue using the embedded Versapay ribbon to:

• Send a Customer Portal invitation

• Resend an invitation

• View contact details

• Manage portal access

This workflow keeps contact records synchronized while still allowing you to manage customer onboarding and access from within Intacct.

Updating or Removing Contacts

To update or remove a contact, make the change directly in Sage Intacct. Any updates will automatically sync to Versapay.