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Sage Intacct REST Credentials

 

Sage Intacct REST Credentials - Web Services User

Sage Intacct REST - Regular User

Sage Intacct REST Credentials - Regular User

Sage Intacct REST - Web Services User

Sage Intacct REST Credentials - Web Services User

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
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.
Flow Type Required Select Regular User or Web Services User.
Username Required Only available and required for the Web Services User flow type. The format is username@companyID.
Session ID Optional  

 

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

  1. Enable Web Services subscription: Go to Company → Admin → Subscriptions, scroll to Web Services, and toggle it On.

  2. Authorize the client application: Go to Company → Setup → Company → Security tab → Edit, scroll down to Web Services Authorizations, click Add, and add your application as an authorized client.

  3. Create a Web Services user: The client credentials flow requires a Web Services user with the appropriate permissions. This is the user whose username@companyid you'd enter in the Username field.

To learn more about setting up REST Credentials within Sage Intacct, please visit https://developer.sage.com/intacct/docs/1/sage-intacct-rest-api/get-started/quick-start
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.