Configuration Guide

Setup time: 10 minutes

Requirements:

• Active Sage Intacct Account
• Active Toric subscription
• Web browser (Chrome, Safari, etc…)

1. Collect Pre-requisite Information from Sage Intacct

1.1 Login to your Sage Intacct application:

• Ensure that you select the “Top Level” entity if your organization is multi-entity.

1.2 Finding your Company ID:

• The Company ID can be found under Company > Setup > Company.

• In this example the Company ID is ToricMPP-DEV, please save your “Company ID” for later use.

1.3 Create a Web Services User

• While logged into your Sage Intacct Application, double check the entity level you would like to be linked is selected.
• Navigate to Company > Admin > Web Service Users.
• Click “Add” to create a new Web Services User on the top right of the screen

• Populate the User Information form with the below details.

  • User ID, First name, and Last name
    • These values are important and should be saved remembered for future steps.
  • Email address
    • Use the email address of the person managing the integration. You will have to access the email address in a later step.
  • User type
    • Select Business
  • Admin privileges
    • Select Full