Before connecting Sage Intacct to Re-Leased, you need to complete four setup steps in Sage Intacct. Full admin privileges are required throughout.
Step 1: Find Your Company ID
In Sage Intacct, navigate to Company > Setup > Company.
Note your Company ID — you will need it when connecting to Re-Leased.
Step 2: Enable Web Services
Navigate to Company > Admin > Subscriptions.
Locate the Web Services section and toggle it on.
Step 3: Configure Web Services
Navigate to Company > Setup > Company > Security.
Click Edit.
In the Web Services authorizations section, add the sender ID: releasedMPP.
Set the status to Active.
Step 4: Create a Web Services User
The integration requires a dedicated Web Services user in Sage Intacct. This must be a new user — not an existing one — and requires its own Sage Business User licence.
Navigate to Company > Admin.
Click the [+] icon next to Web Services users.
Complete the required fields:
Web Services User Settings
User Type: Business.
Admin Privileges: Full.
Role: Admin. If the Admin role doesn't exist, create it first, then return to this step. Alternatively, see Optional: Create a Custom Role below.
Click Save. A password will be emailed to the address provided for this user.
Once these steps are complete, you're ready to connect Re-Leased to Sage Intacct.
Optional: Create a Custom Role
Instead of granting full admin access, you can create a custom role with only the permissions needed for the integration. As role configuration varies by Sage Intacct subscription, set this up specifically for your instance.
Navigate to Company > Admin > Roles and click Create.
Give the role a meaningful name — for example, Re-Leased_Integration_Intacct_Role.
Select the following role subscriptions (may vary based on your plan):
Required Role Subscriptions
Administration (read only)
Company (read only)
Accounts Receivable (all)
Accounts Payable (all)
Cash Management (all)
General Ledger (read only)
Projects (read only)
Expenses (all)
Inventory Control (read only)
Order Entry (all)
Purchasing (all)
Contracts (read only)
Taxes (read only)
Time (read only)
Property (all)
Click Save.
Update the Web Services user: set User Type to Business, turn Admin Privileges off, and assign only the custom role you just created.
An example integration role is available to download: ReLeased_Integration_Intacct_Role.csv. Note this is based on the Re-Leased development instance — importing may fail if your subscriptions differ.
