Settings for Sage Intacct

This page is intended to help you set up the Sage Intacct connection.

Important

You need both the Company and Web Services credentials provided by Sage.

  1. Copy the Endpoint URLaddress provided by Sage.
  2. Go back to Data Sync and create a new Source Connection.
  3. In the list, select Sage Intacct.
  4. Paste the URL address you copied (Endpoint URL) into the URL field in Data Sync.
  5. For the User ID, Password and Company ID fields, enter the value from the corresponding fields of the Company credentials.
  6. For the Sender ID and Sender Password fields, enter the value from the corresponding fields of the Web Services credentials.
  7. Once these fields are filled in, in the Description field, enter a name for this Source connection and change the other settings (Tracking type etc.) according to your preferences.
  8. Click on Save to finish.