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Overview

1. Client ID — Your Sage Intacct application Client ID
2. Client Secret — Your Sage Intacct application Client Secret
3. Username (optional) — The Web Services user ID in userId@companyId format (e.g. Admin@MyCompany). Append |entityId for multi-entity companies. Required if not using Session ID.
4. Session ID (optional) — A valid UI or API session ID. Required if not using Username.

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Prerequisites

• An active Sage Intacct account with administrator access
• A Sage Intacct Web Services developer license

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Instructions

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Step 1: Create a Web Services user

1. Have an admin log in to the company and navigate to Company → Admin → Web Services Users → Add.
2. Create a new Web Services user and assign the necessary permissions or role.
3. Note the User ID — you will need it for the Username field later.
4. Note your Company ID: navigate to Company → Setup → Company and look at the Company ID field. You will need it to format the Username as userId@companyId.

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Step 2: Register an API client

1. Go to the Sage developer console and sign in or sign up.
2. Click View workspaces, then Add workspace to create a workspace for your company.
3. Click Apps in the left column, then Add application.
4. Enter a name, home page URL, and contact email, then click Create.
5. Open the new application, click Create API keys, and select Sage Intacct from the Sage Product API drop-down.
6. Set Client Scope to Production or Non-Production as appropriate.
   You cannot change the client scope after it has been set.
7. Click Create.
8. Copy your Client ID and Client Secret from the Application Details page.
   Store the Client Secret server-side only. Never expose it in client-side code, logs, or URLs.

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Step 3: Authorize the client application

1. In Sage Intacct, navigate to Company → Setup → Company → [Edit] → Security → Authorized Client Applications → Add.
2. Enter the Client ID from Step 2.
3. Enter the Web Services User ID from Step 1. This field is case-sensitive — enter it exactly as it was created.

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Step 4: Enter credentials in the Connect UI

1. Open the form where you need to authenticate with Sage Intacct.
2. Enter your Client ID and Client Secret in their respective fields.
3. Enter either your Username or a valid Session ID — one of the two is required.
   • Username format: userId@companyId (e.g. Admin@MyCompany). For multi-entity companies, append the entity ID: userId@companyId|entityId (e.g. Admin@MyCompany|Central Region).
4. Submit the form.