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Sage Intacct

Sage Intacct

Prerequisite

  • To integrate Sage Intacct with Zilla, you will need Company ID, User ID, User password, Sender ID and Sender password.

  • Enable the Web Services subscription using Company > Admin > Subscriptions.

  • Authorize your Web Services Sender ID for the company.

  • Create your user ID. Typically, this will be a Web Services user account, which does not include UI access.

Setup Sage Intacct Application Integration on Zilla

  • Visit the Zilla application and login using your admin credentials and then click Add Application in the top right.

     

  • A window with a search bar appears, type in Sage Intacct in the search bar and hit enter. Sage Intacct app entry will appear at the top of the list, click Add to Applications button to the right.

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  • Fill in the form with appropriate details and then click Add to Applications.

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  • A detailed view of Sage Intacct application appears. Click Sync now in top right corner.

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  • Enable API Integration and fill in the configs you have collected from the earlier steps. Click Next.

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  • Click Next and the sync will begin.

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