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Sage Intacct connection

info

This connector is in Beta stage.

Prerequisites

Make sure you have:

  • A valid Sage "Intacct Web Services developer license".
  • Web Services SenderID and Password provided by Sage Intacct.
  • The login information for the Sage Intacct account.
  • Company ID of the user authenticating to Sage Intacct.
note
  • Obtain the Sender ID, User ID, and the Company ID from the Company > Web Services User tab.
  • Contact your company's Sage Intacct Administrator if you need assistance obtaining the connection prerequisites. If your administrator is unable to assist you, contact "Sage Intacct Support".

Creating Sage Intacct connection

  1. Navigate to the Data Integration Console.

  2. Click Connections and select + New Connection.

  3. Choose Sage Intacct.

  4. Enter the Connection Name.

  5. Enter the Sender ID and Sender Password.

  6. Enter your User ID and Password.

  7. Enter the Company ID and click Save.

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