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. |
User ID * | Enter your Sage Intacct web services user ID. |
Company ID * | Enter your Sage Intacct company ID. |
Sender password * |
Enter your Sage Intacct sender password. |
Password * |
Enter your Sage Intacct account password. |
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.
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