Set up the Sage Intacct integration

Explore our API integration with Sage Intacct.

To integrate with Sage Intacct, you must be a Sage Intacct Developer Partner, or work with an authorized partner.

Codat's enterprise clients can use our partner credentials to enable the integration if desired. Alternatively, you can register with the Sage Intacct Developer Programme and obtain your own partner credentials.

If you would like to enable our integration with Sage Intacct, please contact your Solutions Engineer to gain access to partner credentials for your instance and to discuss the process of becoming a Sage Intacct partner.

Entity Level access required

Entity Level access must be enabled in Sage Intacct before a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. can connect to the integration.

Enter partner credentials

1. Sign in to the Codat Portal
2. On the navigation bar, select Settings > Integrations > Accounting.
3. Find the Sage Intacct integration, then click Set up to view the Integration settings page.
4. Enter your credentials in the Sender ID and Sender Password boxes:
   1. If you're a Sage Intacct Developer Partner, enter your Developer Sender ID and Sender Password.
   2. To use Codat's partner credentials, please contact your Solutions Engineer who will pre-fill these for you.
5. Optionally, select if you would like linksLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. with Sage Intacct to be continuous, or one-time syncsSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. only.
6. Click Save.

Enable the Sage Intacct integration

1. In the Codat Portal, go to the Accounting integrations page.
2. Locate Sage Intacct and click the toggle to enable the integration.

You can also click Manage to view the integration's settings page, and then enable the integration from there.

Test your integration

We recommend that you test your integration before sending LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URLs to customers. You'll need your own Sage Intacct account to do this.

Sage Intacct trial companies

You will not be able to linkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. a Sage Intacct trial companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.. Sage Intacct trial companies do not support the Webservices APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms., which is needed to linkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. and syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. data via Codat.

Full admin privileges

Prerequisites: You must have Full admin privileges in Sage Intacct, and user role permissions.

1. Set up some test data in your Sage Intacct account.
2. Create a test company in the Codat Portal.
3. Click Request Data next to the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. name, and copy the LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URL.
4. Enter the LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URL in a new browser tab.
5. On the Select your accounting software step, select the Sage Intacct tile.
6. Follow the on-screen instructions in LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat.:
   1. Get your companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. ID from Sage Intacct.
   2. Turn on Web Services in Sage Intacct.
   3. Configure Web Services in Sage Intacct.
   4. Create a Web Services user in Sage Intacct.
   5. Enter your Sage Intacct companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. ID, username and password.
   6. Select your Sage Intacct entity from the dropdown.
   7. A probe runs in the background and identifies any permissions that you're missing in Sage Intacct. Follow the on-screen steps to enable the missing permissions.
7. In the Codat Portal, make sure that test data from your Sage Intacct account is displayed for your test companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources..