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Sage Intacct Authentication

Step 1: Enable Web Services Subscription​

To connect with Agave, you must have access to the Sage Intacct Web Services Module.

  1. Contact your Sage Intacct account manager to enable the Web Services license. This "Web Services" license comes with a "Sender ID" and "Sender Password".

  2. Enable the Web Services subscription under Company --> Admin --> Subscriptions.

  3. Scroll to the bottom of the page and enable the Web Services subscription.

Step 2: Authorize Web Service Sender ID​

To authorize your Web Service Sender ID:

  1. Select Company --> Setup --> Company (under Configuration).

  2. Select Security.

  3. Scroll down to Web Services Authorizations, and press Add.

  4. Input details for your Sender ID and press Save.

Step 3: Create Web Services User​

A Web Service User allows Agave to read and write data to and from Sage Intacct without needing to log in to the Sage Intacct UI.

To create a Web Service User:

  1. Select Company --> Company --> Web Service Users:

  2. Add details on the Web Service User:

  3. To ensure the Web Service User has the proper permissions, go to Company --> Admin --> Roles:

  4. Select Add:

  5. Add a Description for the Role:

  6. Select View Subscriptions, and select the relevant Permissions you want to enable and press Save:

note

Depending on your integration needs, you will likely want to enable the Company, General Ledger, Accounts Payable, Accounts Receivable, Jobs, Order Entry, and Purchasing modules.

  1. Return to the Web Service User page. Under the Roles Information tab, add the above Role for the Web Service User:

Step 4: Authenticate with Sage Intacct​

For a user to authenticate with Sage Intacct from your product, they will need to complete the following steps:

  1. From your application, open Agave Link and press “Sage Intacct”:

  2. Input details for connecting to your Sage Intacct account, including the:

  • Company ID: see below for details on how to retrieve your Company ID.

  • Sender ID: this is the Web Service Sender ID provided by Sage Intacct.

  • Sender Password: this is the Web Service Sender Password provided by Sage Intacct.

  • User ID: this is the Web Service User ID you created above.

  • Password: this is the password for the Web Service User.

    To determine your Company ID, select Applications-->Overview:

    Then select Company Information to see your Company ID:

  1. Press Submit. On the next screen, select an Entity and press Confirm: