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Overview

To authenticate with Sage Intacct, you need three key pieces of information:
  1. Sender ID - Your unique identifier for your Sage application.
  2. User ID - Your Sage Intacct web services user ID.
  3. Company ID - Your Sage Intacct company ID.
This guide will walk you through finding or creating those credentials within Sage Intacct.

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Prerequisites:

  • You must have an active Sage Intacct Web Services developer license, which includes a Web Services Sender ID and password.

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Step 1: How to retrieve the Sender ID

  1. Sign in to your Sage Intacct account.
  2. From the Applications dropdown, click Company.
  3. Navigate to Setup > Configuration > Company > Security.
  4. From the Web Services Authorizations section, copy the Sender ID.

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Step 2: How to retrieve the User ID

  1. From the Applications dropdown, click Company.
  2. Navigate to Admin > Web Services Users.
  3. From the Web Services Users list, copy the required User ID.

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Step 3: How to retrieve the Company ID

  1. From the Applications dropdown, click Company.
  2. Navigate to Setup > Configuration > Company > General Information.
  3. From the Company Information section, copy the ID.
To authenticate using your API credentials, navigate to the Sage authentication form. Enter your credentials as follows:
  • Sender ID: Your Sage Intacct Sender ID
  • Sender Password: Your Sage Intacct sender password
  • User ID: Your Sage Intacct web services user ID
  • User Password: Your Sage Intacct account password
  • Company ID: Your Sage Intacct company ID
Click “Connect” to complete the authentication.