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Edit a Sage Intacct Integration

Making changes to an existing Sage Intacct connection with Calxa

Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 2 weeks ago

To make changes to an existing Sage Intacct integration navigate to:

  1. Settings > Billing & Admin > Manage Organisations

    • This will pop out into a new Admin Tab

  2. From the Admin tab select Enterprise Integrations > Sage Intacct > Edit

    Sage Intacct Integrations listed under Enterprise Integrations

  3. Edit the following properties as required and click SAVE CHANGES

    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 of Webservices user created in Sage

    3. Webservices User Password: User password of Webservices user created in Sage
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      Sage Intacct integration properties

  4. On save Calxa performs a connection test. If successful, you’ll see a Connected message.


    If there’s an error, please revisit the required Configuration in Sage to ensure all settings are correct.
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