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Sage Intacct - How do I link without my own Web Services Developer license?
Sage Intacct - How do I link without my own Web Services Developer license?

How to link your Sage Intacct account without a Web Services Developer license

Updated over a week ago

Overview

To authenticate Sage Intacct without a Web Services Developer license, you will need to provide the following information:

  • Company ID

  • Location ID

  • Sender ID

  • Sender Password

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

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 the Company ID in the linking flow.

Step 2: Enter your Location ID in the linking flow

  1. If you'd like to link to all of your entities, by linking to the Top Level of your Sage Intacct instance, leave the Location Id field empty and click Submit.

  2. If you'd like to link to a specific entity, find the correct Location Id by following the below steps:

    1. Ensure you have the entity you would like to link selected.

    2. Navigate to Company > Setup > Entities.

    3. Populate the value in the linking flow with the Entity ID displayed in the grid.

Step 3: Add Sender Id 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 the Sender Id found in the linking flow.

    • Note, it is very important the Sender ID is entered exactly as it appears in the linking flow.
      ​

  6. Continue to the next step.

Step 4: 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 5: 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

      • 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.

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