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Sage Intacct: Setting up your Integration
Sage Intacct: Setting up your Integration

How to authenticate your Sage Intacct account and set up your integration

Erica Melzer avatar
Written by Erica Melzer
Updated over a week ago

⭐️ Important: You will need to have both your Routable account and your Sage Intacct account open in separate browser tabs at the same time to complete this process.

Before You Start...

⭐️ Important: It’s important to understand how your Sage Intacct account will sync with Routable. Please make sure to review this doc with your implementation manager to determine which setup is best for you.

The setup process should only take about 15 minutes for most accounts, however it can take longer depending on the amount of data in your account.

Before you get started, please note the following requirements for both your Routable and Sage Intacct accounts:

  • Administrator privileges to Routable software

  • Full Admin access to Sage Intacct, with user role permissions

Company ID

First, you’ll want to find the Company ID that is associated with your Sage Intacct account. This can be found on the Company tab.

At the top of the Company Information page, under General Information, is a header for Company Information. The ID field is the Company ID that you will use in Routable to connect to Sage Intacct.

Entity ID (if applicable)

If you have decided to connect at the entity level (more info), you will also need to provide the Entity ID you are connecting to.

Also on the Company tab, under the Setup sub-tab, is the Entities item that will be used to fill in the Entity ID in the integration setup.

✏️ Take note of both the Company ID and Entity ID

Create a Web Services Routable User

Make sure you have the proper subscriptions turned on

  • Click on the word Company in the bottom right corner of your screen, under the Applications tab.

  • Click the down arrow next to Subscriptions and select Subscribe & configure applications

After completing the Web Service configuration, you’ll need to go back to the Company tab. At the top left under Setup is Company Information. Click there to go to the next step.

On the far right, you have the options for:

  • Edit

  • Done

  • More Actions

Select Edit.

Underneath the Company Information header bar, you will see four tabs with the following information:

  • General Information

  • Security

  • Accounting

  • Schedules

Select Security and scroll down to Web Services authorizations

1️⃣ Click Add

2️⃣ Use RoutableMPP for the Sender Id

3️⃣ Make the Status active

Create a web services user

⭐ Instructions vary slightly depending on whether you define your account security as Role-Based or User-Based

1️⃣ Head to Company and select Web Services Users

2️⃣ Click New

3️⃣ Input values for the fields below

a. User Id (recommended: Routable)

b. Last Name

c. First Name

d. Email Address

e. User Type (make sure this is Business User)

f. Admin Privileges (this should be Full)

4️⃣ Make sure the Web Services User has full permissions.

5️⃣ This step depends on how you define your account security

a. If you use Role-Based permissions, make sure to select a role that has full access

b. If you use User-Based permissions, make sure the user has assigned permissions

6️⃣ Click Save

Connecting the Integration in Routable

Next, log in to your Routable account and head to your Account Settings > Integrations.

Under the section for Sage, click the button to Connect your ledger for Sage Intacct. This brings up a page with 4 fields that will need to be filled out in order to connect the integration.

Company ID and Entity ID were found at the beginning of this article. You’ll need those for this step.

Username is the web service user that you just created over in Sage Intacct. Password is the password that you created for that user.

Once these are entered in correctly, click Connect to Sage Intacct. It will take a moment to sync the integration.

☝️ Please note that this sync may take longer, depending on how much data you have in your Sage Intacct account.

Once the sync is complete, you’re ready to start matching accounts to pull into Routable so you can start processing bills and invoices.

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