> For the complete documentation index, see [llms.txt](https://integrations.drivetrain.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://integrations.drivetrain.ai/integration-guide/integrate-with-drivetrain/accounting-and-erp/integrating-with-sage-intacct.md).

# Integrating with Sage Intacct

### Connecting Sage Intacct <a href="#connecting-sage-intacct-using-sender-id" id="connecting-sage-intacct-using-sender-id"></a>

[Prerequisites](#prerequisites-1)

[Sage Intacct Setup](#sage-intacct-setup)\
&#x20;  [Step 1: Enable web services](#step-1-enable-web-services)\
&#x20;  [Step 2: Create a web services user account](#step-2-create-a-web-services-user-account)\
&#x20;  [Step 3: Assign a role to the web services user](#step-3-assign-a-role-to-the-web-services-user)\
&#x20;  [Step 4: Authorize the sender ID](#step-4-authorize-the-sender-id)\
&#x20;  [Step 5: Enable Auditing of Transactions](#step-5-enable-auditing-of-transactions)\
&#x20;  [Step 6: Create Another User for Frontend Access](#step-6-create-another-user-for-frontend-access)\
&#x20;  [Step 7: Share primary reports and account groups](#step-2-create-a-web-services-user-account)

[Drivetrain Setup](#drivetrain-setup)\
&#x20;  [Step 1: Go to the Data page and add a data source ](#step-1-go-to-the-data-page-and-add-a-data-source)\
&#x20;  [Step 2: Select the Sage Intacct connector ](#step-2-select-the-sage-intacct-connector)\
&#x20;  [Step 3: Enter your Sage Intacct credentials ](#step-3-enter-your-sage-intacct-credentials)\
&#x20;  [Step 4: Finish setup](#step-4-finish-setup)

#### Prerequisites <a href="#prerequisites-1" id="prerequisites-1"></a>

To connect Sage Intacct to Drivetrain, you need:

* An active Sage Intacct admin account.
* An active web services developer license with sender ID and password provisioned by Sage Intacct.

{% hint style="info" %}
Please contact your Sage Intacct account manager to get your developer license, which includes your Sender ID and Sender Password.
{% endhint %}

### Sage Intacct Setup <a href="#sage-intacct-setup" id="sage-intacct-setup"></a>

#### **Step 1: Enable web services**

1. In your Sage Intacct Account, navigate to **Company > Admin.**
2. Next click on **Subscriptions.**
3. In the **Applications** tab, set the **Web Services** toggle to ON.

<figure><img src="/files/An02TwudF6tpv2hge9Ix" alt=""><figcaption></figcaption></figure>

#### **Step 2: Create a web services user account**

{% hint style="info" %}
As Web Services users are programmatic users and never log in to the UI, both single-sign on and multi-factor authentication are automatically disabled for them, and can access Sage Intacct API using Web Services only. You can read more about these users [here](https://www.intacct.com/ia/docs/en_US/help_action/Administration/Users/web-services-only-users.htm?cshid=Web_services_users).
{% endhint %}

1. Go to **Company > Admin > Users, roles, and groups**, then select the **+** sign beside **Web services users**.
2. Enter a unique **User ID.**
3. Enter the **Username** as “Drivetrain Integration”.
4. Enter the user's **Account email address** as shared by your Drivetrain customer success manager.
5. Select the **User Type** as **Business.**&#x20;
6. Select the **Admin Privileges** as **Full.**
7. Do not choose any contact in contact name, a new contact name will be automatically generated for the user.
8. **Save** your changes.
9. When the **Verify your identity** pop-up appears, enter your own password as verification of your identity.

#### **Step 3: Assign a role to the web services user**

1. Navigate to **Company > Admin > Roles**.
2. Edit the user you created in the step above and create a new role for them.
3. Add permissions for all the data you want to share with Drivetrain.

#### **Step 4: Authorize the sender ID**

1. Go to **Company > Setup**.
2. In the **Configuration** section, click **Company**.
3. In the company information window, go to the **Security** tab.
4. Next click **Edit**.
5. In the **Web services authorizations** section, click **Add**.
6. In the **Sender ID** field, enter your Sender ID (as shared by your Sage Intacct account manager).

<figure><img src="/files/kvFoyrRCEPACprnWFgR1" alt=""><figcaption></figcaption></figure>

#### **Step 5: Enable Auditing of Transactions**

To capture deleted transactions in Sage, auditing must be enabled as below:

1. Go to **General Ledger** > **Setup** > **Configurations.**
2. Select the **Enable auditing of transactions posted from subledgers** checkbox.
3. Please enable below scopes for capturing complete deleted records:
   1. **Platform Services > Custom reports: "List, View"**
   2. if you’re using Interactive Custom Reports, **Platform Services > Interactive Custom Reports**

{% hint style="info" %}
Store these Credentials carefully:

* Company ID
* User ID
* Login Password
* Sender ID
* Sender Password
  {% endhint %}

#### **Step 6: Create Another User for Frontend Access**

{% hint style="info" %}
Frontend access is needed for the period of onboarding to be able to quality-check numbers.
{% endhint %}

1. From **Settings**, select **User Management**.
2. Select **Invite User**.
3. Enter the email address received in Point 4 of Step 2, then **Save**.
4. Select the level of access you want your user to have.
5. **Save** the changes.

#### **Step 7: Share primary reports and account groups**

1. Share the primary reports (**3 Statements**) from Sage to be used during the implementation phase.
2. Share the account groups (hierarchy of accounts) to be pulled in Drivetrain

***

### Drivetrain Setup

After completing the Sage Intacct setup above, connect Sage Intacct as a data source in your Drivetrain instance. You must be a **Drivetrain administrator** to add a data source.

#### Step 1: Go to the Data page and add a data source

1. Sign in to your Drivetrain instance as an administrator.
2. In the left navigation, click **Data**.
3. At the top of the data sources panel, click the **+** (Add data source) button.

<figure><img src="/files/1RPIIkn0Q9ix0HoN5t0e" alt=""><figcaption></figcaption></figure>

#### Step 2: Select the Sage Intacct connector

1. In the **Connect a datasource** window, search for **Sage** (or open the **Accounting & ERP** category).
2. Click the **Sage Intacct** connector card.

<figure><img src="/files/dGVpbrTtBhhppakWL2bX" alt=""><figcaption></figcaption></figure>

#### Step 3: Enter your Sage Intacct credentials

On the **Connect your Sage Intacct account** screen, set up a new Sage connection by entering the five credentials, then click **Submit**:

1. **Company Id**
2. **User Id**
3. **Login password**
4. **Sender Id**
5. **Sender password**

<figure><img src="/files/1LGSlvFh8hASM4XP3rff" alt=""><figcaption></figcaption></figure>

#### Step 4: Finish setup

1. Once the credentials are validated, the connection is created and you are returned to the **Data** page.
2. **Sage Intacct** now appears in your list of connected data sources and begins syncing.
3. When the sync completes, your Sage Intacct data is available across Drivetrain.

{% hint style="info" %}
If you have any questions or run into any issues during setup, please contact your customer success manager for assistance.
{% endhint %}


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