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Connector Details

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Credentials Setup

Follow the steps below to get the credentials you need to use the Sage Intacct connector. The Sage Intacct tap requires the following fields:

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1. Enable Web Services

To enable Web Services, go to Company > Admin > Subscriptions Navigate to Subscription Ensure “Web Services” is enabled Web Services Toggle

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2. Generate a Sender ID and password

The Intacct Sender credentials are used to validate your API access. Unfortunately, Intacct does not provide API access to all users by default. You have two options for obtaining developer credentials.
  1. You (the hotglue customer) can register as an Intacct Marketplace partner (link to Intacct page of applying to be a marketplace partner). This involves an approval process that typically takes a couple of months. hotglue can then use your Sender credentials to interact with your tenants’ Intacct instances. (More Information)
  2. Your tenant can obtain a developer license, which includes sender credentials. This is paid, however does not involve a lengthy approval process. (More information)

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3. Authorize the Sender ID

Go to Company > Setup > Company > Security, and select Edit Navigate to Security In the Web Services authorizations section, select Add Add Web Service Profile Enter the Sender ID (provided externally), set as Active, select Save Web Services Sender info

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4. Create a role to be used by the hotglue integration

Navigate to Company > Admin > Roles Navigate to Roles Select Add Adding a new Role Name the role and select Save Naming and Saving Role You should configure this role’s permissions based on your hotglue integration. For example, if are you looking to both read and write journal entries, you should make sure to give full permissions for the General Ledger. If you are only reading from Intacct, you can select omnit write access. Permissions Setup

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4. Create the Intacct user to be used by the hotglue integration

Go to Company > Admin > Users Navigate to Users Select Add Add a new User Create a login-enabled user for the integration:
  1. User ID: (this becomes the user_id field)
  2. Username/email
  3. Set password (this becomes the user_password)
Add User info

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5. Assign the role to the user

Go to Company → Admin → Users. Open the integration user you created and select Edit. Scroll down to the Roles section on the user record. Select Add. Choose the integration role you created earlier. Select Save on the user record. Note: The Company > Admin > Roles > Role assignment screen only shows assignments; you cannot add users there.

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6. Find the Company ID

Finally, open Company > Setup > Company Navigate to Company Copy the Company ID shown (this becomes company_id) Get Company ID All done! You’re ready to use Sage Intacct integration via hotglue.

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