How do I connect my Sage Intacct Integration with Forwardly?

To connect a Sage Intacct ERP with Forwardly, users must complete some setup steps in Sage Intacct first. Setup typically takes about 5-10 minutes and is a one-time process. 

How to prepare to connect your business to Sage Intacct on Forwardly

Create a Web Services user for Forwardly in Sage Intacct and assign it a role

Before connecting Forwardly with Sage Intacct, you'll need to create a Web Services user in your business settings in Sage Intacct. 

1. Go to Applications, then Company, Admin, and finally select Web Services users.
2. Click Add.
3. During user configuration, select User Type as Business. 
4. If you can, set the Admin Privileges as Full. 
5. Save the user details and copy the Web Services User ID. This ID will be required during account creation.
6. Check your email for an activation email from Sage Intacct and use the temporary password to activate the user. Inactive Web Services users cannot be used for connecting to Forwardly.
7. Assign the user a role by going to Roles Information and then add the Administrator role to the role names that the new Web Services User can use. If Admin access cannot be granted, a role with equivalent financial access may be assigned. However, assigning the Admin role is preferred and recommended.

Authorize Forwardly's Sender ID with Sage Intacct

Once your Web Services user has been created, you will need to authorize Forwardly's Sender ID. 

1. Go to Applications, then Company, Setup, and under Configuration, select Company.
2. Click Security and then Edit. 
3. Scroll to Web Services Authorizations and click Add. 
4. Enter Forwardly's Sender ID: forwardlyMPP
5. Click Save. 

This important step allows Forwardly to securely communicate with Sage Intacct. 

Authorize the Forwardly Client Application with Sage Intacct

Once you've created a Web Services user for Forwardly and authorized Forwardly's Sender ID with Sage Intacct, you'll also need to authorize the Forwardly Client Application in your business settings. 

1. Go to Applications, then Company, Setup, and under Configuration, select Company.
2. Click Security and then Edit. 
3. Scroll to Authorized Client Applications and click Add. 
4. Enter your Client ID, which you can copy from your Forwardly account connection screen. It is unique to your business. If you don't have your business's Client ID yet, begin connecting your business to Forwardly. 
5. Enter the Web Services User ID from above. 
6. Click Save. 

Find your business's Sage Intacct Company ID

To complete the connection process with Sage Intacct, you'll need to locate your business's unique Company ID. 

1. Go to Applications, then Company, then Company Information.
2. Find your Company ID and copy it. You will need to provide it on Forwardly. 

Connect your business on Forwardly to Sage Intacct

Now that you have created a Web Services User for Forwardly, authorized Forwardly's Sender ID and Client Application, and located your Company ID, it's time to finish connecting your business on Forwardly with Sage Intacct. 

1. In Forwardly, either Add a Business or visit your business integrations page by going to Business Settings on the left-hand navigation bar, and then clicking on Integrations. 
2. Select Sage Intacct from available accounting and ERP options. 
3. Confirm your one-time Sage Intacct setup steps are completed. 
4. Enter your Company ID and the Web Services User ID from the previous task steps. 
5. Confirm that all previous tasks have been completed correctly: 
   1. Web Services User created and activated
   2. Forwardly's Sender ID authorized 
   3. Forwardly Client Application authorized 
   4. Company ID copied 
6. Once all steps have been confirmed to have been completed, click Connect Sage Intacct. 

Troubleshooting your Sage Intacct connection

If your connection fails, re-verify the following details:

1. Was Forwardly's Sender ID authorized?
2. Was Forwardly's Client Application authorized?
3. Is the Company ID correct?
4. Is the Web Services User ID correct? 
5. Was the Web Services User activated properly? 

If you've re-checked all details and the connection is still failing, please submit a ticket to speak with our team.