Package Installation

Installing the Application Package Into Your Sage Intacct Company

Now the that initial steps are complete, the next step within the Sage company is to install the Unipay Package. This package will update the Sage company with the additional fields and platform objects utilized by Unipay. To get access to the package:

1. Navigate to the Resource page here.

2. From within the Resource page, click on Installation Package and download the package file.

3. Now that you have the package downloaded, log in to the Sage Intacct company (as a user with Admin privileges) and go to Platform Services>Custom Package>New Package from the top level to import the package.

4. Once the Custom Package has finished loading, the screen will refresh.

The Online Payment Customer Prefs Object and Online Payment Invoice Object have been added. You may need to add the permissions to see these objects in the application list by going to Company>Admin>Roles or User Subscriptions> and update the role or user subscriptions to see both objects. Additionally, the objects can be seen at the bottom of a Customer record or Invoice record in Accounts receivable.