Step One: Finding your Sage Intacct Company ID
1.) Log into your Sage Intacct application.
2.) If your Sage Intacct application is a multi-entity organization, ensure the "Top Level" entity is selected.
3.) The Company ID can be found under Company > Setup > Company.
4.) Populate the Company ID in Merge Link.
Step Two: Create a Web Services User
1.) Log into your Sage Intacct application.
2.) If your Sage Intacct application is a multi-entity organization, ensure the entity you would like to link is selected.
3.) Navigate to Company > Admin > Web Services Users.
4.) Begin adding a new Web Services User by selecting the "Add" button in the top right of the screen.
5.) Populate the User Information form with the below details.
User ID, First name, and Last name
These values are not important but should be remembered for future steps.
Email address
Use the email address of the person managing the integration. You will have to access the email address in a later step.
User type
Select Business.
Admin privileges
Select Full.
6.) Finish adding the Web Services User by clicking "Save" in the top right of the screen.
A warning may appear saying there will be a charge for creating the User. This warning does not apply to this user and can be ignored.
7.) If the "Verify your identity" pop-up appears, enter your password.
8.) At this point, the email address entered will receive a password from Sage Intacct. Store this for future use.
Step Three: Assign Permissions to the Web Services User
1.) If your Sage Intacct application is a multi-entity organization, ensure the entity you would like to link is selected.
2.) Navigate to Company > Admin > Roles.
3.) Select the Edit button next to the Web Services User created in "Step Two", above.
4.) Begin adding a new Role by clicking the "Add" button in the top right of the screen.
5.) Populate a name and description for the Role and click "Save" in the top right of the screen.
6.) After saving, the Roles Subscriptions page will appear, as shown below.
7.) Click into each applicable Application by selecting the "Permissions" text. For each Application assign the required Permissions. The required permissions are listed below.
Company
Departments - List and View
Entites - List and View
Locations - List and View
Class - List and View
Reporting Periods - List and View
Territory - List and View
Attachments - List and View
Transaction Allocations - List and View
Transaction Currencies - List and View
Cash Management
Bank Transactions - List and View
Deposits - List and View
General Ledger
Journal Entries - List and View
Accounts - List and View
Account Groups - List and View
Journals - List and View (?)
Accounts Payable
Manual Payment - List and View
Vendors - List and View
Bills - List and View
Adjustments - List and View
Posted Payments - List and View
Accounts Receivable
Customers - List and View
Invoices - List and View
Adjustments - List and View
Deposits - List and View
Posted Payments - List and View
Inventory Control
Vendors - List and View
8.) Once all Permissions have been set, click "Save" in the top right of the screen.
9.) Navigate to Company > Admin > Web Services Users.
10.) Click "Edit" next to the Web Services User created in "Step Two", above.
11.) Under the "Roles information" tab, add the created Role to the Webservice User.
12.) If the "Verify your identity" pop-up appears, enter your password.
Step Four: Add Merge to Web Services Authorization
1.) If your Sage Intacct application is a multi-entity organization, ensure the "Top Level" entity is selected.
2.) Navigate to Company > Setup > Company.
3.) Select the "Security" tab and click "Edit" in the top right of the screen.
4.) Under "Web Services authorizations", click the "Add" button.
5.) In the "Web Services Sender Information" pop-up that appears, populate the "Sender ID" with "Merge" and click "Save".
Note, it is very important the Sender ID is "Merge" with a capital "M".
Step Five: Populate details in Merge Link
1.) After entering the Company ID in Step One, you will be prompted to enter the information we have created in all of the previous steps. See the bullets below:
Sage Intacct USER ID:
This is the "User Id" of the Web Services User created in Step Two.
Sage Intacct USER PASSWORD:
This is the password of the Web Services User created in Step Two. It will have been emailed to the email associated with the Web Services User.
Sage Intacct LOCATION ID:
If your Sage Intacct application is NOT a multi-entity organization, populate the value in Merge Link with ALL.
If your Sage Intacct application IS a multi-entity organization, and you want to link the Top level organization, populate the value in Merge Link with ALL.
If your Sage Intacct application IS a multi-entity organization, and you would like to link a specific entity, follow the steps below.
Log into your Sage Intacct application.
Ensure you have the entity you would like to link selected.
Navigate to Company > Setup > Entities.
Populate the value in Merge Link with the Entity ID displayed in the grid.