Sage Intacct Setup Guide Beta

Follow our setup guide to connect Sage Intacct to Fivetran.

Prerequisiteslink

To connect Sage Intacct to Fivetran, you need a Sage Intacct account.

In addition, the administrator must:

• Enable the Web Services subscription
• Authorize Fivetran’s Sender ID to execute API calls

Setup instructionslink

Enable Web services subscriptionlink

1. Log in to your Sage Intacct account using your company credentials (company ID, user ID, and login password).

2. Go to Company > Admin.

3. Click Subscriptions.

4. In the Applications tab, set the Web Services toggle to ON.

   

Authorize Fivetran’s Sender IDlink

1. Go to Company > Setup.

2. In the Configuration section, click Company.

3. In the Company information window, go to the Security tab.

4. Click Edit.

5. In the Web Services authorizations section, click Add.

6. In the Sender ID field, enter Fivetran’s Sender ID FivetranMPP.

   

7. Enter a Description and select the status as Active.

8. Click Save.

Finish Fivetran configurationlink

1. In the connector setup form, enter the Destination schema name of your choice.
2. Enter the Company ID.
3. Enter your User ID.
4. Enter your Login Password.
5. Click Save & Test. Fivetran will take it from here and sync your Sage Intacct data.

Related Contentlink

description Connector Overview

account_tree Schema Information

assignment Release Notes

settings API Connector Configuration

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