How to connect to Sage Intacct

To create a connection with Sage Intacct, you have to complete 3 steps.

  1. Add Web Services User
  2. Assign Permissions to the Web Services User
  3. Authorize your Sender ID on Sage Intacct Web Services
  4. Vault Connection Setup

Requirements:

  • A valid and active Sage Intacct Web Services developer license, which includes a Web Services sender ID and sender password.

💡 REMARK: You need sender credentials (sender ID or password) to access the XML Gateway. Obtain these credentials by requesting them from your account representative. Learn how to contact your Sage Intacct account manager. Ensure that you have your sender ID authorized through Web Services to use the API.

To get help with a Web Services sender ID or password, Contact support.

1. Add Web Services User

The first step is to set up a Web Services User (WSU) in Sage Intacct. This way all of your Apideck Web Services usage will be logged as one user. This also allows you to limit permissions to Apideck. Select only the required permissions for your integration use case.

If you encounter 403 errors, ensure your WSU has enough permissions.

Navigate to Company > Admin > Web Services users.

Navigate to Web Services Users in Sage Intacct

On the Web Services Users page, click Add.

Add Web Services User in Sage Intacct

Fill out the required information for a Web Service User.

Web Services User Form in Sage Intacct

FieldDescription
User IDUnique identifier for this User. For example apideck
User typeUser type limits the permissions available to a user. Business is recommended, this type gives unlimited access rights. Permissions can be limited later in the user settings. If you choose a different user type, make sure it has the required permissions for your integration use case.
Admin privilegesFull is recommended. Only full administrators have complete access to Platform Services features.

Click Save after completing the form.

2. Assign Permissions to the Web Services User

This step will assign Permissions to the Web Services User. 💡 REMARK: The creation of a new role is optional, if you assign the existing "Admin" role to the Web Services User.

Navigate to Company > Admin > Roles

Sage Intacct - Roles

Add a new Role by clicking the "Add" button in the top right of the screen.

Sage Intacct - Add Role

Enter a "name" (description is optional) for the Role and click "Save" in the top right of the screen

After saving, the Roles Subscriptions page will be displayed.

Sage Intacct - Add Role

Click on "Permissions" per Application/Module to set the required Permissions.

Sage Intacct - Add Role

The permissions below are based on best-practices for allowing the "reading" of Sage Intacct data.

For "writing" data, make sure to check the "Add", "Edit", "Delete" options.

Company
DepartmentsList and View
EntitiesList and View
LocationsList and View
ClassList and View
Reporting PeriodsList and View
TerritoryList and View
AttachmentsList and View
Transaction AllocationsList and View
Transaction CurrenciesList and View
Cash Management
Bank TransactionsList and View
DepositsList and View
General Ledger
Journal EntriesList and View
AccountsList and View
Account GroupsList and View
JournalsList and View
Accounts Payable
Manual PaymentList and View
VendorsList and View
BillsList and View
AdjustmentsList and View
Posted PaymentsList and View
Accounts Receivable
CustomersList and View
InvoicesList and View
AdjustmentsList and View
DepositsList and View
Posted PaymentsList and View
Inventory Control
VendorsList and View

After setting all Permissions, click "Save" in the top right of the screen.

Navigate to Company > Admin > Web Services Users.

Select "Edit" next to the Web Services User that was created in the previous step.

Navigate to the "Roles information" tab and assign the newly created Role to the Webservice User.

Sage - Assign role to user

A "Verify your identity" pop-up will appear, which will require you to enter your password to confirm the role.

3. Authorize your Sender ID on Sage Intacct Web Services

To enable the integration, you need to grant access to Apideck in Sage Intacct. To do this, you need to add a Sender ID to your Sage Intacct account.

Navigate to Company > Setup > Company.

Navigate to Company Setup in Sage Intacct

Go to the Security tab and click Edit.

Company Security tab in Sage Intacct

Scroll down to Web Services authorizations and click Add.

Add Sender ID in Sage Intacct

The Sender ID (and password) are your API gateway credentials. Only Sage Intacct can provide these for you. contact your Sage Intacct account manager. for more details.

After you have received the required Sender ID & Password from Sage Intacct, add the Web Services Sender.

Sender form in Sage Intacct

FieldDescription
Sender IDUnique identifier provided by your Sage Intacct contact(case sensitive).
StatusSet the status to "Active".

Click Save after completing the form.

4. Vault Connection Setup

Now that you've created a WSU and authorized Apideck you're ready to fill out your credentials in Vault.

Sage Intacct Vault Form

FieldDescription
Company IDThe Company ID of your Sage Intacct instance. You can find this ID in the Sage Intacct dashboard. Navigate to Company > Setup > Company, Company ID is listed under Company information.
User IDThe User ID of the WSU you created in step 1. For example apideck.
PasswordThe password of the WSU you created in step 1.
Sender IDThe Sender ID, provide by your Sage Intacct contact.
Sender PasswordThe password of the Sender ID, provide by your Sage Intacct contact.

Click Save after completing the form. Your Sage Intacct account is now connected.