Sage Intacct
Sage Intacct
Follow these steps to connect Sage Intacct to your CData Connect Cloud account:
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Open the Connections page of the CData Connect Cloud dashboard.
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Click + Add Connection in the upper-right corner.
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Type Sage Intacct into the search field, then click the data source name.
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On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
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Enter your Company Id into the Company ID field. You can find this Id in Sage Intacct under Company > Company info.
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Select the Authentication method, then proceed to the relevant section and follow those instructions.
BasicReadOnly
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First make sure that you have not specified either a “SenderID” or “SenderPassword” in Sage Intacct.
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In the Sage Intacct Web Services dashboard, navigate to Company > Company Info > Security.
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Add CData to the Web Services authorizations by navigating to Security > Web Services Authorizations/ Edit. Remember that this is case sensitive.
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On the Cdata Connect Cloud connections page, add the embedded User and Password provided by Sage Intacct.
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At the top of the CData Connect Cloud Add Sage Intacct Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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Basic
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Enter the following information:
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User—the Sage Intacct username for authentication.
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Password—the user password.
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Sender ID—The Web Services Sender Id assigned by Sage Intacct. Contact your Sage Intacct representative for more details.
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Sender Password— Your registered Web Services password. Contact your Sage Intacct representative for more details.
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At the top of the CData Connect Cloud Add Sage Intacct Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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OKTA
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Enter the following information:
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User—The Okta user account.
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Password—The password associated with the Okta account.
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SSO Login URL—Set to the URL used by the SSO provider.
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SSO Properties—Add property IntacctUserID, set to the Okta user specified in the User connection property. Then add all desired properties. The following is an example of a valid connection string: AuthScheme=Okta; SSOLoginURL=’https://example.okta.com/home/appType/0bg4ivz6cJRZgCz5d6/46’; User=oktaUserName; Password=oktaPassword; SSOProperties=’IntacctUserID=intacct_user’; .
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Note: If you add an APIToken property, it must be set to the API Token that the customer created from the Okta org. It should only be used when authenticating a user via a trusted application or proxy that overrides Okta client request context.
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At the top of the CData Connect Cloud Add Sage Intacct Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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More Information
For more information about interactions between CData Connect Cloud and Sage Intacct, see this information page.