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Edit a Sage Intacct Integration

Making changes to an existing Sage Intacct connection with Calxa

Written by Shem Bogusz

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.


Multiple Enterprise Integrations

If you have multiple Enterprise Integrations, you can choose which one each organisation is using to connect to Calxa. Navigate to:

Settings > Billing & Admin > Manage Organisations

This pushes you to a new tab in your browser > Admin

Organisations > Select organisation > click the overflow menu … > Change Integration


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Click the drop down, choose the Organisation to connect to, and SAVE

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