> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chift.eu/llms.txt
> Use this file to discover all available pages before exploring further.

# Sage Intacct

# PREREQUISITES

* You must have an **active Sage Intacct Web Services developer license** (this can be purchased by contacting your Intacct account manager)
* You must have a valid **Web Services sender ID** (this will be sent by email after purchasing the *Sage Intacct Web Services developer license*)
* You must have a valid **Web Services sender password** (you will receive an email after purchasing the *Sage Intacct Web Services developer license* that will allow you to generate this password)

# PREPARATION

## Create your API application

* Go to [**Sage Developer Portal**](https://developer.sage.com/intacct/)
* Click on "View Console" and create your organisation
* Go to "Applications" and click on "New application"
* Select "Sage Intacct"

  <img src="https://mintcdn.com/chift/9bn2xYeQyHl1D8Fi/images/help/sage-intacct/sage-intacct-1.png?fit=max&auto=format&n=9bn2xYeQyHl1D8Fi&q=85&s=75468fab739cfa22f457f9c7bcea075c" alt="Screenshot 2026-06-10 at 18.38.46.png" width="1600" height="1344" data-path="images/help/sage-intacct/sage-intacct-1.png" />
* Fill in an "Application name" and click on continue (the application name is informative and can be whatever you want)

  <img src="https://mintcdn.com/chift/_YxvhDmjdQeIESjC/images/help/sage-intacct/sage-intacct-2.png?fit=max&auto=format&n=_YxvhDmjdQeIESjC&q=85&s=5fe1c592125aac66cbd9bddd77f25674" alt="Screenshot 2026-06-10 at 18.39.45.png" width="1600" height="1136" data-path="images/help/sage-intacct/sage-intacct-2.png" />
* Fill in Chift's Redirect URI with the following value: [https://chift.app/oauth2/redirect](https://chift.app/oauth2/redirect)

  <img src="https://mintcdn.com/chift/_YxvhDmjdQeIESjC/images/help/sage-intacct/sage-intacct-3.png?fit=max&auto=format&n=_YxvhDmjdQeIESjC&q=85&s=9934c27bc840daaa1e8b111b663a5328" alt="Screenshot 2026-06-10 at 18.41.50.png" width="1600" height="1400" data-path="images/help/sage-intacct/sage-intacct-3.png" />
* Specify the *Web Services sender ID* from the prerequisites as *Intacct Web Services License Key*
* Specify the *Web Services sender password* from the prerequisites as *Intacct Web Services License Password*
* Select "Production" as client scope
* Click on "Create Application"
* This will generate a client ID and a client Secret that you will need during the "Connection" step below

<img src="https://mintcdn.com/chift/_YxvhDmjdQeIESjC/images/help/sage-intacct/sage-intacct-4.png?fit=max&auto=format&n=_YxvhDmjdQeIESjC&q=85&s=301282be34a95d150e85842b2d754531" alt="Screenshot 2026-06-10 at 18.47.28.png" width="1600" height="870" data-path="images/help/sage-intacct/sage-intacct-4.png" />

## Authorize the Webservice on each company you want to connect

After

* Connect to your Sage Intacct account

* Navigate to **Company > Configuration > Company**

  <img src="https://mintcdn.com/chift/_YxvhDmjdQeIESjC/images/help/sage-intacct/sage-intacct-5.png?fit=max&auto=format&n=_YxvhDmjdQeIESjC&q=85&s=6c59cf327a835d63889a1e8181f13007" alt="Screenshot 2026-06-10 at 18.49.15.png" width="1600" height="823" data-path="images/help/sage-intacct/sage-intacct-5.png" />

* Go to **Security tab** and click on "Edit"

* Scroll down to the **Web Services Authorizations** section and click on "Add"

  <img src="https://mintcdn.com/chift/_YxvhDmjdQeIESjC/images/help/sage-intacct/sage-intacct-6.png?fit=max&auto=format&n=_YxvhDmjdQeIESjC&q=85&s=008d63a2f8d6fe23cc2114defcac7fab" alt="Screenshot 2026-06-10 at 18.51.43.png" width="1600" height="812" data-path="images/help/sage-intacct/sage-intacct-6.png" />

* Fill in your **Web Services sender ID** from the prerequisites

* Set status to "Active" and click on "Save"

# CONNECTION

**Step 1:** Choose a name for your connection. (If the connection name field isn’t visible, simply skip this step and continue.)

<img src="https://mintcdn.com/chift/_YxvhDmjdQeIESjC/images/help/sage-intacct/sage-intacct-7.png?fit=max&auto=format&n=_YxvhDmjdQeIESjC&q=85&s=d72ef3a45f00115a848ee2b7c022f062" alt="" width="599" height="108" data-path="images/help/sage-intacct/sage-intacct-7.png" />

**Step 2:** Specify if you want analytic data to be pushed and retrieved from Sage Intacct (e.g. locations, departments, projects...)

<img src="https://mintcdn.com/chift/_YxvhDmjdQeIESjC/images/help/sage-intacct/sage-intacct-8.png?fit=max&auto=format&n=_YxvhDmjdQeIESjC&q=85&s=4a4a059662de4fc8ec3f1e208c92557a" alt="Screenshot 2026-06-10 at 18.57.54.png" width="970" height="192" data-path="images/help/sage-intacct/sage-intacct-8.png" />

**Step 3:** Specify the **Client ID** that was generated after creating the application

<img src="https://mintcdn.com/chift/_YxvhDmjdQeIESjC/images/help/sage-intacct/sage-intacct-9.png?fit=max&auto=format&n=_YxvhDmjdQeIESjC&q=85&s=02a7291b488e3647928d4c65df46dddd" alt="Screenshot 2026-06-10 at 18.57.19.png" width="950" height="196" data-path="images/help/sage-intacct/sage-intacct-9.png" />

**Step 4:** Specify your **Web Services sender ID** from the prerequisites

<img src="https://mintcdn.com/chift/9bn2xYeQyHl1D8Fi/images/help/sage-intacct/sage-intacct-10.png?fit=max&auto=format&n=9bn2xYeQyHl1D8Fi&q=85&s=f3f8d461b49f947b6cb08a4803a95603" alt="Screenshot 2026-06-10 at 18.57.23.png" width="956" height="206" data-path="images/help/sage-intacct/sage-intacct-10.png" />

**Step 5:** Specify the **Client Secret** that was generated after creating the application

<img src="https://mintcdn.com/chift/_YxvhDmjdQeIESjC/images/help/sage-intacct/sage-intacct-11.png?fit=max&auto=format&n=_YxvhDmjdQeIESjC&q=85&s=fd4b6b0e38146b0fb5a5176b31c1668c" alt="Screenshot 2026-06-10 at 18.57.29.png" width="946" height="200" data-path="images/help/sage-intacct/sage-intacct-11.png" />

**Step 6:** Specify your **Web Services sender password** from the prerequisites

<img src="https://mintcdn.com/chift/_YxvhDmjdQeIESjC/images/help/sage-intacct/sage-intacct-12.png?fit=max&auto=format&n=_YxvhDmjdQeIESjC&q=85&s=c0ca068b9b887b89d16a6b5ff8cd2e26" alt="Screenshot 2026-06-10 at 18.57.34.png" width="954" height="186" data-path="images/help/sage-intacct/sage-intacct-12.png" />

**Step 7:** Click "Authorise" to finalise the connection.

<img src="https://mintcdn.com/chift/_YxvhDmjdQeIESjC/images/help/sage-intacct/sage-intacct-13.png?fit=max&auto=format&n=_YxvhDmjdQeIESjC&q=85&s=3fd5ea52e2e3fb359ef259cd27499148" alt="" width="118" height="47" data-path="images/help/sage-intacct/sage-intacct-13.png" />

# AUTHENTICATION

You will be redirected to the login page to authenticate yourself and authorize the connection.
