Intacct Real Estate

Data Testing Guide for the Implementation Environment

Welcome to the Data Testing Guide. The purpose of this document is to provide a clear, step-by-step checklist to verify that all your company's data has been accurately loaded into Sage Intacct Real Estate implementation environment. This process is crucial to ensure a smooth transition and a successful launch in the production environment.

Please follow these steps to confirm the accuracy and completeness of your migrated data.

1. Properties

Objective: Verify that all property data, including names, IDs, and core attributes, has been migrated correctly (Property setup).

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Testing Steps:

  • 1.1 Verify Property list, Names and IDs:

    • Navigate to the Properties list.

    • Check that the name and unique ID for each property are correct.