You must create a custom OAuth application to obtain the OAuthClientId and OAuthClientSecret connection properties required to connect using OAuth, as discussed in Creating the Data Source Name.

Register an OAuth Application

Follow the steps below to register an application in the Sage Intacct developer portal.

1. Navigate to https://developer.sage.com/intacct and log in with your Sage account credentials.
2. Click View Console.
3. Under Sage Intacct Developer Programme, select Enrol.
4. For the Intacct Web Services License Key, use your Sage Intacct Sender ID.
5. Go to Applications and click New Application.
6. Select Sage Intacct for "Select an API" and click Continue.
7. Enter a name for your application and click Continue.
8. Configure the following settings:
   • Redirect URIs: The URL where users are redirected after authorizing your application. CData recommends using https://oauth.cdata.com/oauth/.
   • Intacct Web Services License Key: Your Sage Intacct Web Services Sender ID. (This value should be prepopulated.)
   • Intacct Web Services License Password: Your Sage Intacct Web Services Sender Password.
9. From the Client Scope dropdown, select Production for a live environment or Non-production for a sandbox or testing environment. Note: You cannot change this setting after the application is created.
10. Click Create Application.

Sage Intacct validates your submission and sends a notification email when your application is approved. Once approved, open your application in the developer console to retrieve the required credentials to connect. Use the Client ID for the OAuthClientId property and the Secret Key for the OAuthClientSecret property.

Further guidance can be found in Sage Intacct's documentation.