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Prerequisites

In addition to creating a 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. 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 using either the embedded credentials or with your own credentials. Before you connect from , you must also authorize CData as a valid sender identifier (Id) in . To authorize the sender Id:
  1. Log in to 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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Add the Sage Intacct Connector

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Authenticate to Sage Intacct

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 server. supports authenticating to 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

provides embedded Web Services credentials (SenderID and SenderPassword) that you can use to read data from . 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 .
  • Password: Enter the password that you use to authenticate to .

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Basic

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

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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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Complete Your Connection

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 to connect to your account.
  3. Click Create & Test to create your connection.

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