How to connect to Sage Intacct
To create a connection with Sage Intacct, you have to complete 3 steps.
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.
On the Web Services Users page, click Add.
Fill out the required information for a WSU.
Field | Description |
---|---|
User ID | Unique identifier for this User. For example apideck |
User type | User 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 privileges | Full is recommended. Only full administrators have complete access to Platform Services features. |
Click Save after completing the form.
2. Authorize Apideck 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.
Go to the Security tab and click Edit.
Scroll down to Web Services authorizations and click Add.
Fill out the required information for a Web Services Sender.
Field | Description |
---|---|
Sender ID | Unique identifier for an integration provider. In our case this is Apideck (case sensitive). |
Click Save after completing the form.
3. Vault Connection Setup
Now that you've created a WSU and authorized Apideck you're ready to fill out your credentials in Vault.
Field | Description |
---|---|
Company ID | The 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 ID | The User ID of the WSU you created in step 1. For example apideck. |
Password | The password of the WSU you created in step 1. |
Click Save after completing the form. Your Sage Intacct account is now connected.