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Sage Intacct Integration

A guide to configuring the Web services requirements in Sage and connecting the tenant as an Enterprise Integration in Calxa.

Shem Bogusz avatar
Written by Shem Bogusz
Updated over a week ago

Before you can add a Sage Intacct entity (known as Organisation in Calxa), it's essential to first establish a secure integration between your Sage Intacct Company/Tenant and Calxa subscription. Calxa connects to Sage Intacct using a combination of the modern REST API and the XML API for functionality not yet available in REST. Configuration for this integration must be performed in both Sage Intacct and Calxa. This guide will walk you through the secure connection setup requirements in both NetSuite and Calxa.

💡Prerequisites

Review Calxa and Sage Intacct help article for more details on prerequisites and best practices for a smooth integration. The following list summaries the prerequisites.

  • Administrative access to Sage Intacct for integration setup in Sage

  • Calxa Enterprise subscription

    • Owner or Co-Owner access to this subscription

Configuration in Sage Intacct

Open the Sage Intacct application in your web browser and perform the following configuration steps.


Subscribe to Web Services

  1. Navigate to Applications -> Company -> Admin -> Subscriptions

  2. Toggle on Web Services

Web services subscription turned on in Sage Intacct

Create a Calxa Enterprise role

Creating a custom role in Sage Intacct is recommended to ensure Calxa is granted only the minimum access permissions required for the integration.

  1. Navigate to Applications -> Company -> Admin -> Roles

  2. Click Create and add a Name and optional Description for the role, then click Save

  3. For each of the following applications set Read only permissions

    1. Company

    2. General Ledger

    3. Projects

    4. Order Entry

    5. Purchasing

    6. Taxes

Once you have set the applications, click SAVE at the top right.

Create Web Services User

  1. Navigate to Applications -> Company -> Admin -> Web services users

  2. Click Create and add the following details

    1. User ID: add a User ID for this web services user

    2. Account email address: this is the email address used for verification purposes whenever the password is set or reset

    3. Contact name: used to associate this web services user with a contact

    4. User type: must be set to Business

    5. Role: select the role created in previous steps

  3. Select User Entities Tab and check Enable access to top level and SAVE

Note:💬An email will be sent to the Account email address which contains the Web services user password. You'll need the User ID and Password for the Web services user in future steps.

Web services user settings in Sage Intacct

Add Calxa Sender ID

  1. Navigate to Applications -> Company -> Setup -> Company -> Security

  2. Click Edit and Add under Web Services authorizations

  3. Enter "calxa" as the Sender ID then click Save

Add Authorized Client Application

  1. Continuing editing under Applications -> Company -> Setup -> Company -> Security

  2. Edit on far right

  3. Click Add under Authorized client applications

  4. Enter "xxxxxxxxxxxxxxxxxx.app.sage.com" as the Client ID

  5. Enter the User ID you created earlier as the Web Services user ID and click Save

Authorized client applications in Sage Intacct

Configuration in Calxa

Once the prerequisite setup in Sage Intacct has been completed you can now setup the Enterprise Integration in Calxa.

  1. Navigate to the Calxa Admin portal
    If you are in a Calxa workspace navigate to:
    ​Settings -> Billing & Admin -> Manage Organisations
    ​

  2. Select Enterprise integrations from the left navigation

  3. Click ADD NEW INTEGRATION

    Add New Integration in Calxa Enterprise Integrations

  4. Select SAGE Intacct and click SET UP NOW

  5. Confirm the step by ticking I have subscribed to Web Services, then click NEXT STEP

  6. Confirm the step by ticking I have created the integration role, then click NEXT STEP

  7. Enter the following properties the click NEXT STEP

    1. Company ID: your Company ID is the identifier used to sign in to Sage Intacct on the login screen

    2. Webservices User ID: User ID created in

      Create a Web Services User -> Step 2

    3. Webservices User Password: User password received by email in
      ​Create a Web Services User -> Step 2

      Entering Sage intact credentials into Calxa

  8. Confirm the step by ticking I have added Calxa as an authorized Server ID, then click NEXT STEP

  9. Confirm the step by ticking I have added an authorized Client ID, then click NEXT STEP

  10. The final step runs an automatic check to confirm everything is set up correctly. If successful, you’ll see a Connected message.


    If there’s an error, revisit the earlier steps to make sure all settings are correct.

  11. Click COMPLETE INTEGRATION to finalise the setup

  12. Once that is completed you can progress to Add a Sage Intacct Organisation

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