Sage Intacct guide
Setting up the Sage Intacct Integration
To access your users' data from Sage Intacct, you need to enable the Sage Intacct integration in the Platforms Page of the Rutter dashboard.
Sage Intacct does not require any additional developer app setup.
User Authentication with Sage Intacct
A Rutter Connection is created when your end user authenticates the Sage Intacct account of theirs via Rutter Link. This in turns allow you to access their account data via the Rutter API.
Step 1: Select Sage Intacct from the Rutter Link menu
The user instruction outlined below is also available in the Link onboarding flow.
Step 2: Authorize Sender ID in the Sage Intacct Platform Account
Enable Web Services
Add the Rutter Sender ID
Step 3: Input User Credentials
User needs to enter their Sage Intacct Company ID, username, and password to form embedded in Rutter Link. Please make sure that this account has full permissions to all objects.
If your end user is creating a Web Service user (see below), please make sure that the user or the user's associated role has full permissions to all objects.
Creating a Web Service User
We recommend your end user creates a Web Service user to provide the most reliable access to Sage Intacct data.
- Navigate to Company → Admin → Web Services users
- Begin adding a new Web Services User by selecting the "Add" button in the top right of the screen.
- 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 in order to copy the password of the newly created Web Service User.
- User type
- Select Business
- Admin privileges
- Select Full
- User ID, First name, and Last name
- Go to the “Roles Information” tab and select the “Admin” role so this Web Service User has full permissions through the API.
- 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.
- If the "Verify your identity" pop-up appears, enter your password
- At this point, the email address entered will receive a password from Sage Intacct. Use the User ID and Password of the newly created Web Service User to finish the connection flow.