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Sage Intacct

General Information

Website: sage.com/intacct
Software type: Software as a service (SaaS)
Geography: 🌍 Global (US, Canada, UK, Australia, South Africa, and more)
Support multi-folder: ✅

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Introduction

Sage Intacct is a cloud-based accounting and financial management software designed for growing organizations and mid-sized companies. It provides automation and real-time insights across financials, planning, and reporting, helping businesses streamline accounting processes, automate manual tasks, and make data-driven decisions with comprehensive financial visibility.

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Configure Sage Intacct

Prerequisite(s)
  • Obtain a Web Services Sender ID and Sender Password from Sage Intacct
  • Activate the Sage Intacct integration on the Chift platform
Process To obtain your own credentials:
  1. Contact the appropriate team:
    • Software Vendors/ISVs: Apply through Sage Tech Partner Program (Free through partnership)
    • Existing Sage Intacct Clients: Contact your Sage account manager and ask for a Web Services developer license
  2. Obtain Web Services Developer License
    • You will receive a Sender ID and Sender Password
  3. Register OAuth2 Application
    • Go to Sage Developer Portal and create a workspace
    • Add a new application and create API keys
    • Set redirect URI: https://chift.app/oauth2/redirect
    • Enter your Web Services credentials to generate Client ID and Client Secret
    • Provide these credentials to Chift for integration setup

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Test Sage Intacct

We can provide you with our test Sender ID for testing purposes. Contact Chift to get access to our testing credentials and connect to your Sage Intacct test environment.

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Connect Sage Intacct

To activate a connection with Sage Intacct, users will have to go through the following steps:
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