Connecting to Sage Intacct

You can establish a connection to Sage Intacct using the embedded credentials (BasicReadOnly authentication), your own credentials (Basic authentication), or Okta credentials.

Authenticating to Sage Intacct

Sage Intacct supports three types of authentication: BasicReadOnly, Basic, and Okta.

You are ready to authenticate after you set these parameters:

• CompanyID: The ID you use to identify your company when logging into Sage Intacct.
• User: The login you use to log into Sage Intacct.
• Password The password for your login credentials.
• Basic authentication only:
  • SenderID: your SenderID.
  • SenderPassword: your SenderID's password.

BasicReadOnly

The provider has embedded Web Services credentials that are used when reading data from Sage Intacct. These credentials are read-only.

To authenticate, do the following:

1. Set AuthScheme to BasicReadOnly.
2. Ensure that you have not specified a SenderID or SenderPassword.
3. In your Web Services dashboard, navigate to the Company > Company Info > Security tab.
4. Navigate to Configuration > Company > Security > Web Services Authorizations / Edit.
5. Add "CData" to your Web Services authorizations. (Note: This is case-sensitive.)

Basic

You can use your own Web Services credentials to write data to Intacct.

To authenticate, set the following:

• AuthScheme: Basic.
• SenderID: The Web Services Sender ID assigned to you by Sage Intacct.
• SenderPassword: Your registered Web Services password.

Okta

To authenticate to Okta, set these properties:

• AuthScheme: Okta.
• User: The Okta user.
• Password: The Okta user's password.
• SSOLoginURL: The SSO provider's login URL.

Also set these SSOProperties:

• IntacctUserID: The Sage Intacct user ID that is mapped to the Okta user you set in the User connection property.
• APIToken (optional): If users are authenticated via a trusted application or proxy that overrides Okta client request context, specify the API Token that the customer created from the Okta organization.

Example connection string:

AuthScheme=Okta; SSOLoginURL='https://example.okta.com/home/appType/0bg4ivz6cJRZgCz5d6/46'; User=oktaUserName; Password=oktaPassword; SSOProperties='IntacctUserID=intacct_user';