PREREQUESITES

• Authorize Sender ID in your Sage Intacct company

PREPARATION

👉 Authorization of the Sender ID

The Sender ID is a unique identifier provided by Sage Intacct. It’s required to authorize the connection between your Sage Intacct account and the software that is trying to connect with it.

You can find this Sender ID directly on the activation window — the same page where you can click  “Connect” to activate the connection.

Steps to follow to authorize the Sender ID in your Sage Intacct account :

• Navigate to Company > Configuration > Company > Security tab > Web Services Authorizations

• Click "Add" and enter the provided Sender ID

• Set status to "Active"

• Add description if necessary

CONNECTION

Step 1: Choose a name for your connexion. (If the connexion name field isn’t visible, simply skip this step and continue.

Step 2:Click "Authorise" to finalise the connexion.

AUTHENTIFICATION

You will be redirect to the login page to authenticate yourself and authorize the connexion.