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Sage Intacct - How do I link with my own Web Services Developer license?
Sage Intacct - How do I link with my own Web Services Developer license?

How to link your Sage Intacct account to Merge using your own Web Services Developer license

Jack Cavalier avatar
Written by Jack Cavalier
Updated over a week ago

Overview

To authenticate Sage Intacct, you will need to provide the following information:

  • Company ID

  • Location ID

  • Sender ID

  • Sender Password

  • Web Services User ID

  • Web Services Password

This guide will walk you through finding or creating those credentials within Sage Intacct.

Prerequisites

Retrieving your Sender ID and Password

You'll first need to obtain your Sender ID and Password from your Sage Intacct Account Manager

  • You'll need a Web Services Developer License to retrieve your Sender ID and Password. If you have not yet received your Sender ID and Password or do not have a Web Services Developer License, you will need to contact your Sage Intacct Account Manager. Please send the below message to reach out to them:

    Hi {name},

    We are reaching out to inquire about purchasing a Web Services Developer License. We use Merge for our integration needs and require a Sender ID and Password for the integration.

    Please let us know how to proceed!

Note, if you are connecting a sandbox provided by Merge, you do not need your own Sender ID and Password.

Instructions

Step 1: 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 your Company ID in the linking flow and click Submit

Step 2: Enter your Location, Sender ID, and Sender Password in the linking flow

  1. After entering the Company ID in step one, you'll be prompted to enter a Location, Sender ID, and Sender Password in the linking flow

  2. Your Sender Id and Password are provided to you by the Sage Intacct team. Please see the Prerequisite step for details on how to obtain your Sender Id and Password if you have not yet done so
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  3. The Location that should be provided can vary depending on the setup of your Sage Intacct instance

    • If your Sage Intacct application is not a multi-entity organization, leave the Location Id field empty.

    • If your Sage Intacct application is a multi-entity organization, and you want to link the Top-level organization, leave the Location Id field empty.

    • 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 selected the entity you would like to link selected

      • Navigate to Company > Setup > Entities

      • Populate the value in the linking flow with the Entity ID displayed in the grid

Step 3: 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

  9. Enter your password

Step 4: 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

    • Note that these permissions may vary depending on the use case of your integration

    • Company

      • Departments - List and View

      • Entities - 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

      • Checking Accounts - List and View

      • Credit Card 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

      • Drill down to all transactions from reports - Enable

    • Accounts Payable

      • Manual Payment - List and View

      • Vendors - List and View

      • Bills - List and View

      • Adjustments - List and View

      • Posted Payments - List and View

      • Payment requests - 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

    • Purchasing

      • Purchasing transactions - 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 5: Populate the Web Services User details in the linking flow

After assigning the correct permissions to your Web Services User, enter the Web Services User Id and Password obtained through the email you receive in Step 3:

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