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
Log into your Sage Intacct application
If your Sage Intacct application is a multi-entity organization, ensure the "Top Level" entity is selected
The Company ID can be found under Company > Setup > Company
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
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
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
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
Log into your Sage Intacct application
If your Sage Intacct application is a multi-entity organization, ensure the entity you would like to link is selected
Navigate to Company > Admin > Web Services Users
Begin adding a new Web Services User by selecting the "Add" button in the top right of the screen
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
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
If the "Verify your identity" pop-up appears, enter your password
At this point, the email address entered will receive a password from Sage Intacct
Enter your password
Step 4: Assign permissions to the Web Services User
If your Sage Intacct application is a multi-entity organization, ensure the entity you would like to link is selected
Navigate to Company > Admin > Roles
Select the Edit button next to the Web Services User created in "Step Two", above
Begin adding a new Role by clicking the "Add" button in the top right of the screen
Populate a name and description for the Role and click "Save" in the top right of the screen
After saving, the Roles Subscriptions page will appear, as shown below
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
Once all Permissions have been set, click "Save" in the top right of the screen
Navigate to Company > Admin > Web Services Users
Click "Edit" next to the Web Services User created in "Step Two", above
Under the "Roles information" tab, add the created Role to the Webservice User
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:
