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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. Authorize Apideck on Sage Intacct Web Services
  3. Vault Connection Setup

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 WSU.

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. 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.

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

Fill out the required information for a Web Services Sender.

Sender form in Sage Intacct

FieldDescription
Sender IDUnique 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.

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.

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