ACCESS & AVAILABILITY
This integration is available for purchase in Enterprise plans, and requires the Intacct Web Services and Project module. Once the integration has been activated by a Solutions Engineer, configuration takes place through Mavenlink M-Bridge, our integrations and developer platform. To get started, please reach out to your Account Executive or Client Success Manager, or email support@mavenlink.com.
Overview
Mavenlink’s Intacct integration makes it possible for organizations to automatically sync project information between the two applications. Manage projects in Mavenlink and perform accounting functions in Intacct without having to import/export or manually enter data twice.
Benefits
- Improve accuracy of revenue forecasts
- Learn which projects can accelerate revenue
- Save time on manual data entry
- Improved communication between project delivery teams, accounting, and clients
- Supply accounting with visibility into when projects are created
- Allow delivery teams tosee when invoices are paid
Functional Capabilities
- Projects are pushed from Mavenlink to Intacct
- New projects and updates to projects are pushed to Intacct
- Intacct project updates are not pushed back to Mavenlink
- Tasks in Mavenlink are pushed to Intacct when a project is created as well as updates to the project
- Mavenlink project participants are pushed to Intacct as Project Resources
- Approved timesheets in Mavenlink are pushed to Intacct
- Rejection of previously approved time in Mavenlink removes the timesheet in Intacct
- Approved expenses in Intacct are pushed to Mavenlink
- Updates to expenses are not pushed to Mavenlink
- Sales documents created in Intacct containing time or expense entries are pushed to Mavenlink
Configuration Options
- Filter by Mavenlink project status
- Filter by Mavenlink custom fields
- Override Intacct location for projects
- Override Intacct location for timesheets
- Billing indicator type: Mavenlink project or task indicate whether it is fixed fee or time and materials
- Map Intacct Item ID to specific Mavenlink custom field
- Associate time tracked in Mavenlink with a task to the role/item in Intacct
- Schedule data sync between Mavenlink and Intacct
Field Mappings
Projects
| Mavenlink | Direction | Intacct Field |
|---|---|---|
| Title | → | Name |
| Description | → | Description |
| Start Date | → | Begin Date |
| Due Date | → | End Date |
| Budget | → | Budget Amount |
| Organizations – Department | → | Department |
| Organizations – Geography | → | Location |
| Team Lead | → | Project Manager |
| Status | → | Project Status |
| Currency | → | Currency |
| Percent Complete | → | Percent Complete |
| Fixed Fee / T&M | → | Billing Type |
| Intacct Custom Fields (Required) | ||
| ID | → | Mavenlink ID |
| Mavenlink Custom Fields (Required) | ||
| GL Project ID | ← | ID |
| GL Project Creation Date | ← | Date Created |
| Mavenlink Custom Fields (Optional) | ||
| GL Customer ID | → | Customer ID |
| Project Type | → | Project Type |
| Purchase Order Number | → | PO Number |
| SFDC Opportunity ID | → | Document Number |
Tasks
| Mavenlink | Direction | Intacct Field |
|---|---|---|
| Title | → | Name |
| Start Date | → | Planned Begin Date |
| Due Date | → | Planned End Date |
| Task Type | → | Is Milestone? |
| Status | → | Task Status |
| Percentage Complete | → | Percent Complete |
| Time Estimate | → | Estimated Quantity |
| Intacct Custom Fields (Required) | ||
| ID | → | Mavenlink ID |
| Mavenlink Custom Fields (Required) | ||
| GL Task ID | ← | ID |
Project Resources
| Mavenlink | Direction | Intacct Field |
|---|---|---|
| User ID | → | Employee ID |
| Role (must contain Item ID) | → | Item ID |
| Rate (from Rate Card) | → | Billing Rate |
TimeSheets
| Mavenlink | Direction | Intacct Field |
|---|---|---|
| User ID | → | Employee ID |
| Start Date | → | Begin Date |
| Comment | → | Description |
| Intacct Custom Fields (Required) | ||
| ID | → | Mavenlink ID |
Time Entries
| Mavenlink | Direction | Intacct Field |
|---|---|---|
| GL Customer ID (on Project) | → | Customer ID |
| Role (on User) | → | Item ID |
| Date Performed | → | Entry Date |
| Time in Minutes | → | Quantity |
| Notes | → | Notes |
| Billable | → | Billable |
| Organizations – Geography (on Project) | → | Location ID |
| Organizations/Department (on Project) | → | Department ID |
| Rate in Cents | → | External Bill Rates |
| Intacct Custom Fields (Required) | ||
| ID | → | Mavenlink ID |
Expenses
| Mavenlink | Direction | Intacct Field |
|---|---|---|
| Category | ← | Account Label |
| Amount | ← | Transaction Amount |
| Date | ← | Entry Date |
| Notes | ← | Comments |
| Billable? | ← | Billable? |
Invoices
| Mavenlink | Direction | Intacct Field |
|---|---|---|
| Invoice Date | ← | Date Created |
| Payment Schedule | ← | Payment Schedule |
| User Invoice Title | ← | Record Number |
| User Invoice Number | ← | Document Number |
