Drag from Outlook on the web to Sage Intacct

Need to drag files from Outlook on the web to Sage Intacct? Magic Dragin lets you drop them directly to browser tabs and native apps without downloading first.

Sage Intacct workflow

Outlook on the web

 

Sage Intacct

Upload files

Drop target in Sage Intacct

Quote.pdf

attachment

Drop works

Drag files from Outlook on the web and drop them to Sage Intacct.

Workflow detail

Keep AP support documents moving into Sage Intacct

Finance teams often need invoice backups, approvals, and statements attached to the right accounting record. Magic Dragin reduces the file handling around that upload step.

See finance and accounting workflows

Common upload flows

  • Drop invoice PDFs and backup documents into AP workflows.
  • Attach approval emails, spreadsheets, and vendor forms.
  • Move reconciliation support from email or SharePoint into Sage Intacct.

Files teams usually move

invoicesapproval PDFsvendor formsstatementsExcel files

Sage Intacct drag and drop FAQ

Is this useful for accounting teams on Sage Intacct?

Yes. It helps with the high-frequency document handoffs that surround AP, approvals, and month-end support.

Does it change accounting controls?

No. Sage Intacct remains the system of record and controls the upload workflow.

Try Outlook on the web with Sage Intacct in seconds

Install the trial, drag any email or attachment in Outlook on the web, and see it work immediately. No signup, credit card, or configuration needed.