Set up a connection to Sage Intacct – Celigo Help Center

Sage Intacct is cloud financial software that helps to meet the accounting demand from small organizations to public companies.

Set up a connection

This video demonstrates creating a Sage Intacct connection.

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:

Setting	Instructions
Name your connection *	Enter a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.
Sender ID *	Enter your Sage Intacct sender ID. How to retrieve the sender ID
User ID *	Enter your Sage Intacct web services user ID. How to retrieve the web services user ID
Company ID *	Enter your Sage Intacct company ID. How to retrieve the company ID
Sender password *	Enter your Sage Intacct sender password. Multiple layers of protection are in place, including AES 256 encryption, to keep your connection’s sender password safe. When editing this form later, you must enter this token again; it is stored only when the connection is saved and never displayed as text.
Password *	Enter your Sage Intacct account password. Multiple layers of protection are in place, including AES 256 encryption, to keep your connection’s password safe. When editing this form later, you must enter this token again; it is stored only when the connection is saved and never displayed as text.

Tip: This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see token auth universal connector documentation.

How to retrieve the sender ID

Sign in to your Sage Intacct account.
From the Applications dropdown, click Company.
Navigate to Setup > Configuration > Company > Security.
From the Web services authorizations section, copy Sender ID.

How to retrieve the web services user ID

Sign in to your Sage Intacct account.
From the Applications dropdown, click Company.
Navigate to Admin > Web services users.
From the Web services users list, copy the required User ID. If the web service user is not added, click Add. For more information on how to add a user, see Add a web services user.

How to retrieve the company ID

Sign in to your Sage Intacct account.
From the Applications dropdown, click Company.
Navigate to Setup > Configuration > Company > General information.
From the Company Information section, copy ID.

Additional references