Documentation Index

Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt

Use this file to discover all available pages before exploring further.

Map cost codes and cost types to Intacct Construction

Prev Next

Overview

Construction companies using the Sage Intacct Construction module can map ServiceTitan cost codes and cost types directly to native Intacct Construction dimensions. This keeps project-level cost tracking accurate between both systems without manual reconciliation.

When this feature is active, ServiceTitan maps cost codes to Intacct Construction cost codes and cost types to Intacct Construction cost types. This differs from the standard Sage Intacct path, where cost codes map to departments and cost types map to classes.


Who uses this feature

  • Administrators, office employees, managers, accountants, and bookkeepers

  • Primarily for Commercial Construction and Residential Construction business types

  • Applies to all trades

Feature configuration

  • This feature is currently in Private Preview and available for specific accounts. It is subject to change.

  • Account configuration is required to use this feature. Please contact Technical Support for details.

  • This feature requires the Project Accounting feature to be set up and configured. For more, see Budget Codes overview.

Things to know

  • This feature applies only if your Sage Intacct account uses the Construction module. The standard Sage Intacct path uses a different mapping (cost codes to departments, cost types to classes).

  • The Project Accounting feature and the Intacct Construction integration feature must both be enabled on your account. Contact Technical Support to confirm both are active.

  • All cost codes and all cost types must be mapped before you can save. Partial mapping blocks the save.

  • In addition to mapping in ServiceTitan, you must associate cost codes and cost types with each project in Sage Intacct. Both steps are required for exports to succeed.

  • The system validates mappings and project associations in real time during export. No additional sync is needed after changes in Intacct.

Standard vs construction mapping

The table below compares how the two mapping paths work.

Standard Sage Intacct

Sage Intacct Construction

Additional account configuration required

No (beyond Project Accounting)

Yes. Contact Technical Support

Cost code maps to

Sage Intacct department

Sage Intacct Construction cost code

Cost type maps to

Sage Intacct class

Sage Intacct Construction cost type

Project-level validation

Not required

Required. Dimensions must be associated with the project in Intacct

Export blocked if dimension not mapped

Yes

Yes

Export blocked if dimension not in project

No

Yes

  1. Go to the top toolbar and click Settings.

  2. In the side panel, go to Integrations > Intacct.

  3. Scroll to the Budget Code Mapping section.

Note: The Budget Code Mapping section only appears when the Project Accounting feature is enabled on your account. If you do not see it, contact Technical Support to have this feature enabled.

[Screenshot needed: Budget Code Mapping section in Intacct settings]

Map cost codes to Intacct Construction cost codes

  1. Click Manage Mapping next to Cost Codes Mapping.

  2. In the drawer that opens, match each ServiceTitan cost code to its corresponding Sage Intacct Construction cost code using the dropdown on the right.        

    Tip: The badge at the top of the drawer shows your mapping progress (such as "7/12 Items mapped").

  3. When all cost codes are mapped, click Done.        

    Caution: Every cost code must be mapped. Partial mapping blocks the save. Use the filter to quickly identify unmapped cost codes.

[Screenshot needed: Cost code mapping drawer]

Map cost types to Intacct Construction cost types

  1. Click Manage Mapping next to Cost Types Mapping.

  2. In the drawer that opens, match each ServiceTitan cost type to its corresponding Sage Intacct Construction cost type using the dropdown on the right.

  3. When all cost types are mapped, click Done.

  4. Scroll to the bottom of the Sage Intacct settings page and click Save. The system validates that at least one business unit is selected, all cost codes are mapped, and all cost types are mapped. If validation passes, the mapping configuration is active.

Verify project associations in Sage Intacct

After mapping is complete in ServiceTitan, associate the relevant cost codes and cost types with each project in Sage Intacct. This step is completed in Sage Intacct, not in ServiceTitan.

For each project that receives transactions from ServiceTitan:

  1. Log in to Sage Intacct and navigate to the Construction module.

  2. Open the relevant project.

  3. Under the Cost Codes tab, add all cost codes that appear on ServiceTitan transactions.

  4. Under the Cost Types tab, add all cost types that appear on ServiceTitan transactions.

  5. Save the project.

Caution: This must be completed for every project. If a cost code or cost type is mapped in ServiceTitan but not associated with the project in Intacct, the export is blocked.

Understand how transactions export

Two layers of validation occur when a transaction exports from ServiceTitan to Sage Intacct Construction.

Layer 1: Mapping validation

  • Every cost code on a line item must have a corresponding Intacct Construction cost code mapped.

  • Every cost type on a line item must have a corresponding Intacct Construction cost type mapped.

  • If any mapping is missing, the export fails immediately.

Layer 2: Project association validation

  • Applies to line items that have both a cost code and a cost type.

  • ServiceTitan queries Sage Intacct in real time to verify both dimensions are associated with the project.

  • If either check fails, the entire transaction export is blocked.

  • This check runs in real time. No additional sync is needed after making changes in Intacct.

Export scenarios

Scenario

Result

Line item has cost code and cost type; both mapped and associated with project

Exports successfully

Line item has cost code only (no cost type)

Exports. Project association not checked

Line item has cost type only (no cost code)

Exports. Project association not checked

Line item has neither cost code nor cost type

Exports without Construction dimensions

Transaction has no budget code

Exports without cost code or cost type dimensions

Cost code has no mapping configured

Export fails

Cost type has no mapping configured

Export fails

Cost code mapped but not associated with the project in Intacct

Export fails

Cost type mapped but not associated with the project in Intacct

Export fails

Multiple line items; one fails project association

Entire transaction blocked. Error identifies the specific line item

Maintain your mappings

Change event

Required action

New cost code added in ServiceTitan

Update cost code mapping in Budget Code Mapping and associate it with relevant Intacct projects

New cost type added in ServiceTitan

Update cost type mapping in Budget Code Mapping and associate it with relevant Intacct projects

New cost code or cost type added in Sage Intacct

Trigger a sync from Sage Intacct, then update mappings in ServiceTitan

New project created in Sage Intacct

Associate all relevant cost codes and cost types with the project before exporting transactions

Business unit added in ServiceTitan

Add it to the business unit selection in Budget Code Mapping if applicable

Project scope changes (new cost codes or cost types needed)

Add the dimensions to the project's association list in Sage Intacct

Troubleshoot common issues

Issue

Likely cause

Resolution

Budget Code Mapping section not visible

The Project Accounting feature is not enabled

Contact Technical Support to have this feature enabled

Drawer shows departments and classes instead of cost codes and cost types

The Intacct Construction integration feature is not enabled

Contact Technical Support to have this feature enabled

Mapping drawer shows 0 items

No business units are selected, or cost codes and cost types are not configured

Select business units and verify cost codes and cost types exist in ServiceTitan settings

Cost codes or cost types not in dropdown

Intacct dimensions have not synced

Trigger a sync from Sage Intacct, then refresh the page

"Please map all the cost codes" error on save

One or more cost codes have no Intacct code selected

Open the mapping drawer, complete all mappings, and save

Export fails: cost code not associated with project

Cost code not linked to the Intacct project

In Sage Intacct, open the project, go to the Cost Codes tab, and add the missing code

Export was working but is now failing

Sage Intacct project associations were modified

Re-check project associations in Intacct and restore any removed dimensions

Validation passes for some line items but not others

Partial project association

Add all required cost codes and cost types to the project in Intacct

Note: If Intacct Construction cost codes or cost types are not appearing in the mapping dropdowns, trigger a sync from Sage Intacct and refresh the page before proceeding.

Want to learn more?