Sage Intacct Setup Guide

Prerequisites

Before you begin, ensure you have the following:

• An active Sage Intacct account with administrator access.
• A Sender ID and Sender Password issued to Matia by Sage Intacct. These will be provided to you during onboarding.

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Step 1: Enable the Web Services Subscription

1. Sign in to your Sage Intacct account using your company credentials (Company ID, User ID, and login password).
2. Navigate to Company > Admin.
3. Click Subscriptions.
4. In the Applications tab, set the Web Services toggle to ON.

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Step 2: Authorize the Matia Sender ID

1. Navigate to Company > Setup.
2. In the Configuration section, click Company.
3. In the Company information window, go to the Security tab.
4. Click Edit.
5. In the Web Services authorizations section, click Add.
6. In the Sender ID field, enter the Sender ID provided by Matia.
7. Enter a Description and set the Status to Active.
8. Click Save.

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Step 3: Configure Sender ID API Settings

Contact Sage Intacct Support to confirm that the Needs Login for API setting for your Sender ID is disabled (set to No).

Important: The Needs Login for API setting must be set to No for Matia to authenticate successfully. If it is set to Yes, all API calls will fail.

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Step 4: Create a Dedicated Web Services User

We recommend creating a dedicated user for the Matia integration rather than using a personal account.

1. Navigate to Company > Admin > Users.
2. Click + Add to create a new user.
3. Fill in the required fields:
   • User ID – Enter a descriptive identifier, such as matia-integration.
   • Last Name / First Name – Enter a recognizable name, such as Matia Integration.
   • Email Address – Enter a monitored email address.
   • User type – Select Business.
4. Under Web Services only, check Yes to restrict this user to API access only.
5. Click Save.

Important: If your organization uses multi-entity or multi-company access, ensure this user has access to all entities you wish to sync.

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Step 5: Assign Permissions to the User

1. Still in the user record, click the Roles or Permissions tab.
2. Assign a role (or individual permissions) that grants Read access to the modules you want Matia to sync.
3. Click Save.

Note: Matia only performs read operations. You do not need to grant write, create, or delete permissions.

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Step 6: Locate Your Company ID

1. Navigate to Company > Company Info.
2. Copy the value in the Company ID field — you will need this in Matia.

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Step 7: Complete Configuration in Matia

1. Enter your Sage Intacct Company ID.
2. Enter the User ID of the dedicated user you created in Step 4.
3. Enter the Login Password for that user.
4. Enter the Sender ID issued to Matia by Sage Intacct.
5. Enter the Sender Password issued to Matia by Sage Intacct.
6. Enter an Asset Name to identify this Sage Intacct source.
7. (Optional) Enter a Description.
8. (Optional) Assign Tags.
9. (Optional) Select an Owner.
10. Verify your connection is working by clicking Test Connection.
11. Click Connect.