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Sage Intacct - Web Services Authentication
Sage Intacct - Web Services Authentication

Authenticate with Sage Intacct

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

To authenticate to Sage Intacct, you'll need to purchase a Web Services Developer License. If you do not have a Web Services Developer License or are unsure if you do, reach out to your Sage Intacct Account Manager.

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


Prerequisite: Retrieving your Sender ID and Password

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

    1. To retrieve your Sender ID and Password you'll need a Web Services Developer License. If you have not yet received your Sender ID and Password or do not have a Web Services Developer License you will need to reach out to 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!
  2. Once you've obtained your Sender Id and Password, you may link your Sage Intacct instance.


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 your Company ID in Merge Link and click Submit.


Step Two: Enter your Location, Sender Id, and Sender Password in Merge Link

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

  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.

  3. The Location that should be provided can vary depending on the setup of your Sage Intacct instance.

    1. If your Sage Intacct application is NOT a multi-entity organization, populate the value in Merge Link with ALL.

    2. 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.

    3. 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 Merge Link with the Entity ID displayed in the grid.


Step Three: 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


Step Four: 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

      • 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

    • 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 Five: Populate the Web Services User details in Merge Link

  1. 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 Three:

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