Version 24.2.9064

• Prerequisites
• Add the Sage Intacct Connector
• Authenticate to Sage Intacct
  • BasicReadOnly
  • Basic
  • OKTA
• Complete Your Connection
• More Information

You can use the Sage Intacct connector from the CData Sync application to capture data from Sage Intacct and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Prerequisites

In addition to creating a Sage Intacct account, you also need to perform these prerequisites:

• Enable a Web Services subscription by navigating to Company > Admin > Subscriptions.

• Create a Web-Services user account without UI access. Sage Intacct recommends that you create a Web-Services-only user, which you can do by navigating to Company > Admin and clicking the plus sign (+) next to Web Services users.

  Note: Web Services users are programmatic users and never log into the UI. Therefore, both single sign-on and multifactor authentication are disabled automatically for them.

You can establish a connection to Sage Intacct using either the embedded credentials or with your own credentials.

Add the Sage Intacct Connector

To enable Sync to use data from Sage Intacct, you first must add the connector, as follows:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the Sage Intacct row.

4. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the Sage Intacct connector. For more information about installing new connectors, see Connections.

Authenticate to Sage Intacct

After you add the connector, you need to set the required properties.

• Company ID - Enter the company Id of the user who is authenticating to the Sage Intacct server.

CData Sync supports authenticating to Sage Intacct in several ways. Select your authentication method below to proceed to the relevant section that contains the authentication details.

• BasicReadOnly

• Basic

• OKTA

BasicReadOnly

CData Sync provides embedded Web Services credentials that you can use to read data from Sage Intacct. To allow authentication with the embedded credentials:

1. From your Intacct Web Services dashboard, navigate to Company > Company Info (Configuration > Company in new UI) > Security > Web Services Authorizations / Edit.

2. Add CData to your Web Services authorizations. (This value is case-sensitive.)

3. In CData Sync, set the following properties:

   • Auth Scheme - Select BasicReadOnly

   • User - Enter the username that you use to authenticate to Sage Intacct.

   • Password - Enter the password that you use to authenticate to Sage Intacct.

Basic

To connect with your own Sender ID, set the following properties

• Auth Scheme - Select Basic

• User - Enter the username that you use to authenticate to Sage Intacct.

• Password - Enter the password that you use to authenticate to Sage Intacct.

• Sender ID - Enter the Web Services sender identifier (Id) that was assigned to you by Sage Intacct.

• Sender Password - Enter your registered Web Services password.

OKTA

To connect with single sign-on (SSO) via Okta, set the following properties:

• Auth Scheme - Select Okta.

• User - Enter the username that you use to authenticate to your Okta account.

• Password - Enter the password that you use to authenticate to your Okta account.

• SSO Login URL - Enter the login URL that is used by your SSO provider.

• SSO Properties - Enter a comma-separated list of the single sign-on (SSO) properties that you want to use. This includes:

  • IntacctUserID - Set this value to the Intacct User ID that is mapped to the Okta user you set in the User connection property.

  • APIToken (optional) - Set this to the API Token that the customer created from the Okta organization. It should be used when authenticating a user via a trusted application or proxy that overrides Okta client request context.

Complete Your Connection

To complete your connection:

1. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

2. Click Create & Test to create your connection.

More Information

For more information about interactions between CData Sync and Sage Intacct, see Sage Intacct Connector for CData Sync.