# Integrating with Sage Intacct (via Sender ID)

### Connecting Sage Intacct using Sender ID <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)

#### 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.** You can read more about the different user types [here](https://www.intacct.com/ia/docs/en_US/help_action/Administration/Users/user-types.htm#user_types_permissions).
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" %}
That’s it share the below-mentioned fields with your customer success manager.

* 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


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