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Sage Intacct Integration

Noga Tubi
Noga Tubi
  • Updated

Overview

Torii integrates with your Sage Intacct account and syncs the transaction list under Bills in Accounts Payable.
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Prerequisites

Subscribe to Web Services
  1. Go to Company >> Admin tab >> Subscriptions
  2. Scroll to "Web Services" and enable the toggle
  3. Ignore the warning about additional charges
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Sender ID
Add Torii's Sender ID - ToriiMPP to the allowed list.
  1. Go to Company >> Setup tab >> Company
  2. Go to the Security tab
  3. Scroll down to Web Services authorizations and open a new row
  4. Click EDIT
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  5. Click on Add
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  6. In the Sender ID, enter ToriiMMP.
    You can enter a Description and click Save.
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Create a User with Role-Based Security 

  1. Go to Company >> Roles
  2. Click on Add 
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  3. Enter a Name & Description
  4. Click Save
  5. Select Accounts Payable 
  6. Click on Persmisssions
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  7. Look for Bills, check the "View" checkbox, and click Save.
  8. On the Roles page, click Save again
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Create a Web Service user

  1. From Company, go to Web Service users 
  2. Click on Add 
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  3. In the User information tab, enter the required details
    Ensure the Business button is checked, select your preferred Admin privileges, and click Save.
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  4. Go to Web Service users, select the new user created, and click on Edit
  5. Under the Roles information tab, select the Role name
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  6. Click Save
  7. You will received a welcome email with all the credentials required for connecting the integration
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Connect Sage Intacct integration to Torii

  1. Go to the Integrations page and select the Sage Intacct tile
  2. Click Connect to connect to Sage Intacct
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  3. In the Connect Sage Intacct box, enter the exact details as Sage login page.
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  4. Click Connect
  5. Once the integration is connected and synced, it will display a green checkbox.
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Integration Capabilities 

You can continuously be updated with application information and actions from our Integrations Page >> Integration Capabilities button >> Integration Capabilities table.
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