Drag from SharePoint to Sage Intacct
Need to move documents from SharePoint to Sage Intacct? Magic Dragin lets you drag them directly to browser tabs and native apps without downloading first.
Sage Intacct workflow
SharePoint
Upload files
Drop target in Sage Intacct
Quote.pdf
attachment
Drag documents from SharePoint 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
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 SharePoint with Sage Intacct in seconds
Install the trial, drag and drop any document from SharePoint, and see it work immediately. No signup, credit card, or extra configuration needed.
Drag from the apps your team already uses
