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Prerequisites

In addition to creating a Sage Intacct account, you also need to perform these prerequisites:
  • Enable a Web Services subscription by navigating to Company > Admin > Subscriptions.
  • Create a Web-Services user account without UI access. Sage Intacct recommends that you create a Web-Services-only user, which you can do by navigating to Company > Admin and clicking the plus sign (+) next to Web Services users.
    Web Services users are programmatic users and never log into the UI. Therefore, both single sign-on and multifactor authentication are disabled automatically for them.
You can establish a connection to Sage Intacct using either the embedded credentials or with your own credentials. Before you connect from CData Sync, you must also authorize CData as a valid sender identifier (Id) in Sage Intacct. To authorize the sender Id:
  1. Log in to Sage Intacct as an administrator.
  2. Navigate to Company > Setup > Company.
  3. Locate the Web Services authorizations list in the Security section.
  4. Add CData to the list of authorized sender Ids. (This value is case sensitive.)

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Sage Intacct コネクタを追加

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Sage Intacct への認証

After you add the connector, you need to set the required properties. Company ID: Enter the company Id of the user who is authenticating to the Sage Intacct server. CData Sync supports authenticating to Sage Intacct in several ways. Select your authentication method below to proceed to the relevant section that contains the authentication details.

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Basic Read Only

CData Sync provides embedded Web Services credentials (SenderID and SenderPassword) that you can use to read data from Sage Intacct. To allow authentication with the embedded credentials, specify the following settings:
  • Auth Scheme: Select BasicReadOnly
  • User: Enter the username that you use to authenticate to Sage Intacct.
  • Password: Enter the password that you use to authenticate to Sage Intacct.

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Basic

CData Sync provides embedded Web Services credentials (SenderID and SenderPassword) that you can use to read data from Sage Intacct. To connect with your user credentials, set the following properties:
  • Auth Scheme: Select Basic.
  • User: Enter the username that you use to authenticate to Sage Intacct.
  • Password: Enter the password that you use to authenticate to Sage Intacct.

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Okta

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Azure Active Directory

To connect with single sign-on via Azure Active Directory, specify the following settings:
  • Auth Scheme: Select AzureAD.
  • SSO Properties: Enter the single sign-on (SSO) properties that you want to use (for example, SSOProperty1=Value1;SSOProperty2=Value2;…).

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接続を完了する

To complete your connection:
  1. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)
  2. Connect to Sage Intacct to connect to your Sage Intacct account.
  3. Click Create & Test to create your connection.

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詳細について