Connecting to Sage Intacct

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

Authenticating to Sage Intacct

Sage Intacct supports two types of authentication: Basic and Okta. Configure the connection by setting the relevant properties for your chosen authentication method.

Basic Authentication

The Basic authentication scheme allows you to read and write data using embedded credentials. You can optionally provide your own Web Service credentials.

To authenticate using Basic authentication, configure the following properties:

• AuthScheme: Basic.
• 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.
• (Optional) SenderID and SenderPassword: Your Web Services Sender ID and Password.

Okta

To authenticate to Okta, configure the following properties:

• AuthScheme: Okta.
• CompanyID: The ID you use to identify your company when logging into Sage Intacct.
• 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; CompanyID=myCompanyID; SSOLoginURL='https://example.okta.com/home/appType/0bg4ivz6cJRZgCz5d6/46'; User=oktaUserName; Password=oktaPassword; SSOProperties='IntacctUserID=intacct_user';