Sage Intacct REST Credentials

Users wishing to enable a Sage Intacct Rest to DataBlend connection MUST have an active Sage Intacct Web Services developer license, which includes a Web Services sender ID and password. This is needed to obtain the Client ID and Client Secret as required in the credential.

If DataBlend was purchased through Sage Data Flows, the Client ID and Client Secret required for the credential will be populated by DataBlend.

Configuration

Field Name

Required/ Optional 

Description 

Type

Required

Sage Intacct REST

Name

Required

Free-text. Provide a unique name for this credential

Client ID

Required

Enter Client ID to access Intacct REST API. This is found within the Sage developer portal (see link further down in page for more information). 

Client Secret

Required

Enter Client Secret Password to access Intacct REST API. This is found within the Sage developer portal (see link further down in page for more information).  

Access Token 

Not Applicable

Leave blank. Field will auto-fill upon successful connection.

Refresh Token

Not Applicable

Leave blank. Field will auto-fill upon successful connection.

To establish a connection users must fill in the above Required fields, then click the Connect to Sage Intacct Button and accept permissions from the Sage Intacct page.

Creating a Web Services Application

To learn more about setting up REST Credentials within Sage Intacct, please visit https://developer.sage.com/intacct/docs/developer-portal/getting-started/quick-start/#add-a-client-application
Redirect URL - https://ml.datablend.com/api/plugins/intacct-rest/oauth/authorized

A note about creating an App within the Web Services Account: Sender Ids and Sender Passwords must remain the same across all apps created in the Web Services Account.

Please note, Client IDs and Client Secrets are case sensitive.

Security Note: Client IDs and Client Secrets are tied to the Sage Intacct Developer portal. This is sensitive information. Please do not unnecessarily share Client IDs and Client Secrets. This could create a vulnerability within the user's entire Sage Intacct account. Please practice secure and mindful password sharing within organizations.