In the previous blog, we had discussed the workflow of GUMU™ for Sage Intacct and FTP integration along with integration touch points. In this blog, we will dive deeper into one of the core integration features- the integration of GL transactions from FTP/SFTP to Sage Intacct through GUMU™.
Why Automate GL Transaction Integration?
The GL entries form the spine of any accounting system. It is vital for the financial health of any organization that it receives its postings to the GL accurate and on time. In this manner, with FTP/SFTP intakes of GL data into Sage Intacct, a business will automate its process.
- Saving hours spent in manual data entry.
- Improving accuracy without error entry,
- Automate recurring GL transactions to ensure data integrity.
How GUMU™ Facilitates GL Transactions Integration
The GUMU™ integration platform imports General Ledger transactions from FTP/SFTP servers into Sage Intacct. It is both simple and powerful. The integration may be set to read GL data from CSV, Excel, text, or XML files and smoothly send it into Sage Intacct, keeping your financials up to date.
Integration Touchpoints: FTP/SFTP to Sage Intacct for general ledger transactions. Transferring General Ledger Transactions from FTP/SFTP to Sage Intacct.
- Upload your GL files to a specific directory on your FTP or SFTP server.
- GUMU™ will read and validate these files, mapping them to your Sage Intacct chart of accounts.
- GUMU™ imports GL transaction entries into Sage Intacct, preparing them for future accounting operations.
Configuring the Integration
FTP/SFTP Configuration and Sage Intacct Configuration details are already included in our previous blog post. Refer to Understanding GUMU™ Workflow for FTP/SFTP and Sage Intacct Integration
Synchronizing GL Data
Once the configuration is complete and the connections have been successfully tested, you may start syncing GL transactions. The procedure is simple.
- Upload General Ledger files on the FTP/SFTP server.
- Launch the GUMU™ portal to begin the GL sync process.
- You can either start the process manually or schedule it to run at predetermined intervals. Check out our blog on Automating CRM-ERP Sync with GUMU™ for further scheduling information.
- GUMU™ automatically maps GL file data to Sage Intacct accounts and validates entries before import. After successful validation, GUMU™ imports GL transactions into Sage Intacct.
Conclusion
GUMU™ enables you to automate General Ledger transaction process and ensure timely and accurate transfer of data from FTP/SFTP to Sage Intacct. Since GUMU provides you with automation, the risk of manual errors is minimized, and efficiency in overall operations is improved while saving value time for your finance team.
More details about the product are available on our website. We hope you find this blog resourceful and helpful. You can get in touch with us at gumucloud@greytrix.com
