Sage Intacct Connection
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Sage Intacct Connection

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Article Summary

This is a step-by-step tutorial for creating a Sage Intacct connection.

Prerequisites:

The following must be obtained before you can connect to Sage Intacct:

  • A valid Sage Intacct Web Services developer license.
  • Web Services SenderID and Password that Sage Intacct gave to you.
  • The login information for the Sage Intacct account.
  • Company ID of the user authenticating to Sage Intacct.

Obtain the Sender ID, User ID and the Company ID from the Company > Web Services User tab.

Please Note:
If you need assistance obtaining the connection prerequisites, get in touch with the Sage Intacct administrator in your company. If your administrator is unable to assist you, you or your administrator should get in touch with Sage Intacct Support.


Connection Steps:

  1. Fill in the Connection's Name.
  2. Input the Sender ID and Sender Password.
  3. Enter your User ID and Password.
  4. Type in the Company ID.

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