Setting up Sage Intacct Before Connecting to Re-Leased

This guide will walk you through the necessary setup steps in Sage Intacct before you can successfully connect it to Re-Leased. To ensure a smooth integration process, full admin privileges and user role permissions are required within Sage Intacct. We've outlined each step for you to complete the setup effectively.

Finding Your Company ID

Before starting the integration process, you will need to locate your company ID in Sage Intacct:

1. Navigate to Company > Setup > Company within Sage Intacct.
2. Your company ID will be displayed on this page. Take note of it as it will be required later on.

Enabling Web Services

Web Services need to be turned on to facilitate the connection between Sage Intacct and Re-Leased:

1. Go to Company > Admin > Subscriptions in Sage Intacct.
2. Locate the Web Services section and use the toggle to turn it on.

Configuring Web Services

Configuring Web Services is essential for the integration:

1. Access Company > Setup > Company > Security.
2. Select Edit.
3. In the Web Services authorizations section, add the sender ID: releasedMMP.
4. Set the status to active.

Creating a Web Services User

Create a dedicated Web Services user for Re-Leased to interact with Sage Intacct:

1. Navigate to Company > Admin.
2. Click on the [+] icon next to Web Services users to add a new user.
3. Complete the required fields, ensuring the User type is set to Business.
4. For Admin privileges, select Full.
5. On the Roles Information tab, assign the Admin role or equivalent role with full user permissions to the new user.
6. A password for this created Web Services user will be emailed to the email address provided.

With these preparations complete, you're now ready to connect Sage Intacct to Re-Leased! If you encounter any issues or have questions, please contact our support team.

Next step: How to Connect Re-Leased to Sage Intacct