Overview
Torii integrates with your Sage Intacct account and syncs the transaction list under Bills in Accounts Payable.
Prerequisites
Subscribe to Web Services
- Go to Company >> Admin tab >> Subscriptions
- Scroll to "Web Services" and enable the toggle
- Ignore the warning about additional charges
Sender ID
Add Torii's Sender ID - ToriiMPP to the allowed list.
Add Torii's Sender ID - ToriiMPP to the allowed list.
- Go to Company >> Setup tab >> Company
- Go to the Security tab
- Scroll down to Web Services authorizations and open a new row
- Click EDIT
- Click on Add
- In the Sender ID, enter ToriiMMP.
You can enter a Description and click Save.
Create a User with Role-Based Security
- Go to Company >> Roles
- Click on Add
- Enter a Name & Description
- Click Save
- Select Accounts Payable
- Click on Persmisssions
- Look for Bills, check the "View" checkbox, and click Save.
- On the Roles page, click Save again
Create a Web Service user
- From Company, go to Web Service users
- Click on Add
- In the User information tab, enter the required details
Ensure the Business button is checked, select your preferred Admin privileges, and click Save. - Go to Web Service users, select the new user created, and click on Edit
- Under the Roles information tab, select the Role name
- Click Save
- You will received a welcome email with all the credentials required for connecting the integration
Connect Sage Intacct integration to Torii
- Go to the Integrations page and select the Sage Intacct tile
- Click Connect to connect to Sage Intacct
- In the Connect Sage Intacct box, enter the exact details as Sage login page.
- Click Connect
- Once the integration is connected and synced, it will display a green checkbox.
Integration Capabilities
You can continuously be updated with application information and actions from our Integrations Page >> Integration Capabilities button >> Integration Capabilities table.