Sage Intacct - How do I link my account?

OverviewCopy Anchor Link

To authenticate with Sage Intacct, you need three key pieces of information:

1. Sender ID - Your unique identifier for your Sage application.
2. User ID - Your Sage Intacct web services user ID.
3. Company ID - Your Sage Intacct company ID.

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

Prerequisites:Copy Anchor Link

• You must have an active Sage Intacct Web Services developer license, which includes a Web Services Sender ID and password.

Step 1: How to retrieve the Sender IDCopy Anchor Link

1. Sign in to your Sage Intacct account.
2. From the Applications dropdown, click Company.
3. Navigate to Setup > Configuration > Company > Security.
4. From the Web Services Authorizations section, copy the Sender ID.

Step 2: How to retrieve the User IDCopy Anchor Link

1. From the Applications dropdown, click Company.
2. Navigate to Admin > Web Services Users.
3. From the Web Services Users list, copy the required User ID.

Step 3: How to retrieve the Company IDCopy Anchor Link

1. From the Applications dropdown, click Company.
2. Navigate to Setup > Configuration > Company > General Information.
3. From the Company Information section, copy the ID.

To authenticate using your API credentials, navigate to the Sage authentication form. Enter your credentials as follows:

• Sender ID: Your Sage Intacct Sender ID
• Sender Password: Your Sage Intacct sender password
• User ID: Your Sage Intacct web services user ID
• User Password: Your Sage Intacct account password
• Company ID: Your Sage Intacct company ID

Click "Connect" to complete the authentication.