{"id":20621,"date":"2024-02-06T08:48:46","date_gmt":"2024-02-06T08:48:46","guid":{"rendered":"https:\/\/synder.com\/help\/?p=20621"},"modified":"2026-04-10T16:14:15","modified_gmt":"2026-04-10T16:14:15","slug":"how-to-connect-sage-intacct-to-synder-a-complete-guide","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-connect-sage-intacct-to-synder-a-complete-guide\/","title":{"rendered":"How to Connect Sage Intacct to Synder: A Complete Guide"},"content":{"rendered":"\n<p>Sage Intacct is an enterprise-grade accounting platform, so don&#8217;t expect a &#8216;one-click&#8217; setup like in some consumer-grade accounting platforms. Nevertheless, configuring it to use Synder is also quite straightforward. Just follow the steps outlined in the guide below, and you will connect your Sage Intacct company to Synder successfully.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Part A: Configuring your Sage Intacct company<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1: Enable Web Services<\/h3>\n\n\n\n<p>1. In your Sage Intacct, navigate to: Company \u2192 Admin \u2192 Subscriptions:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"995\" height=\"532\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_110043.png\" alt=\"\" class=\"wp-image-20624\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_110043.png 995w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_110043-300x160.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_110043-768x411.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_110043-60x32.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_110043-150x80.png 150w\" sizes=\"(max-width: 995px) 100vw, 995px\" \/><\/figure>\n\n\n\n<p>2. Scroll to the <strong>Web Services<\/strong> module and enable it. This module will let external applications, such as Synder, communicate with your Sage Intacct company.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2: Authorize Synder to access your company as a Web Services user<\/h3>\n\n\n\n<p>1. Navigate to: Company \u2192 Setup \u2192 Company:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"995\" height=\"532\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_110641.png\" alt=\"\" class=\"wp-image-20625\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_110641.png 995w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_110641-300x160.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_110641-768x411.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_110641-60x32.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_110641-150x80.png 150w\" sizes=\"(max-width: 995px) 100vw, 995px\" \/><\/figure>\n\n\n\n<p>2. Go to the <em>Security<\/em> tab, click Edit and scroll to <em>Web Services authorizations<\/em>:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"103\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_111335-1024x103.png\" alt=\"\" class=\"wp-image-20627\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_111335-1024x103.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_111335-300x30.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_111335-768x77.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_111335-60x6.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_111335-150x15.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_111335.png 1280w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>3. In the <em>Web Services authorizations<\/em>, add the following and hit <em>Save<\/em>:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Sender ID: <code>cloudbusinesshqMPP<\/code><\/li><li>Description: <code>Synder<\/code><\/li><li>Status: <code>Active<\/code><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"843\" height=\"521\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_111540.png\" alt=\"\" class=\"wp-image-20628\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_111540.png 843w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_111540-300x185.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_111540-768x475.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_111540-60x37.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_111540-150x93.png 150w\" sizes=\"(max-width: 843px) 100vw, 843px\" \/><\/figure>\n\n\n\n<p>4. While you are still there, go to the <em>General information<\/em> tab and note your Company ID. You will need to submit it to Synder during the connection:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"840\" height=\"522\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_111746.png\" alt=\"\" class=\"wp-image-20629\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_111746.png 840w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_111746-300x186.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_111746-768x477.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_111746-60x37.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_111746-150x93.png 150w\" sizes=\"(max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3: Create a Web Services user<\/h3>\n\n\n\n<p>1. Navigate to: Company \u2192 Admin, and click on the Plus icon next to <em>Web Services users<\/em>:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1003\" height=\"552\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_112305.png\" alt=\"\" class=\"wp-image-20630\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_112305.png 1003w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_112305-300x165.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_112305-768x423.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_112305-60x33.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_112305-150x83.png 150w\" sizes=\"(max-width: 1003px) 100vw, 1003px\" \/><\/figure>\n\n\n\n<p>2. Enter information in the required fields.<br>3. Please provide a <strong>valid<\/strong> email address for the Web Services user: Sage Intacct will send you that Web Services user&#8217;s password to that mailbox!<br>4. User type: <code>Business<\/code><br>5. Admin privileges: <code>Off<\/code><br>6. Status: <code>Active<\/code><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"638\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_111349-1024x638.png\" alt=\"\" class=\"wp-image-20701\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_111349-1024x638.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_111349-300x187.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_111349-768x478.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_111349-60x37.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_111349-150x93.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_111349.png 1280w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>7. Go to the <em>Roles information<\/em> tab and grant your Web Services users the GL Read\/Write role. If it does not exist, you will first need to create one (<a href=\"https:\/\/synder.com\/help\/sage-intacct-configuring-role-permissions-for-synder-webservices-user\/\">read how to do that in this guide<\/a>), and then return to this step:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"638\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_111532-1024x638.png\" alt=\"\" class=\"wp-image-20702\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_111532-1024x638.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_111532-300x187.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_111532-768x478.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_111532-60x37.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_111532-150x93.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_111532.png 1280w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>8. (Optional) Lastly, go to the <em>User entities<\/em> tab and grant the Web Services user access to the top level:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"632\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_113403-1024x632.png\" alt=\"\" class=\"wp-image-20633\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_113403-1024x632.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_113403-300x185.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_113403-768x474.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_113403-60x37.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_113403-150x93.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_113403.png 1280w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>9. Hit <em>Save<\/em>, and you&#8217;re done with preliminary configurations of your Sage Intacct! Time to connect it to Synder!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Part B: Synder onboarding flow<\/h2>\n\n\n\n<p>We will omit the first several steps of the onboarding flow, which are:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Sign up.<\/li><li>Verify your email.<\/li><li>Tell us about you.<\/li><li>Select Synder product: Synder Sync or Business Insights or both.<\/li><li>Providing some business details like the name of your company, your timezone, etc.<\/li><li>Selecting ecommerce and payment providers you would like to integrate with Sage Intacct using Synder.<\/li><\/ol>\n\n\n\n<p>and we will fast-forward to the step of selecting Sage Intacct as your accounting platform and connecting it.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1: Select Sage Intacct<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"449\" height=\"295\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_114543.png\" alt=\"\" class=\"wp-image-20634\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_114543.png 449w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_114543-300x197.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_114543-60x39.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_114543-150x99.png 150w\" sizes=\"(max-width: 449px) 100vw, 449px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2: Confirm that you have all necessary information and configurations for Sage Intacct at hand<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"498\" height=\"446\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_114703.png\" alt=\"\" class=\"wp-image-20635\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_114703.png 498w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_114703-300x269.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_114703-60x54.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_114703-150x134.png 150w\" sizes=\"(max-width: 498px) 100vw, 498px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3: Fill in your Company ID, Webservices User ID, and password<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"513\" height=\"456\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_115248.png\" alt=\"\" class=\"wp-image-20636\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_115248.png 513w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_115248-300x267.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_115248-60x53.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_115248-150x133.png 150w\" sizes=\"(max-width: 513px) 100vw, 513px\" \/><\/figure>\n\n\n\n<p>That&#8217;s it! Now you can proceed with connecting your payment and ecommerce gateways, and enjoy automating data entry into Sage Intacct using Synder!<\/p>\n\n\n\n<p><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to the Synder team<\/em><\/a>\u00a0via online support chat, phone, or email with any questions you have \u2013 we\u2019re always happy to help you!<\/p>\n\n\n\n<script>\nif (window.convertflow == undefined) {\nvar script = document.createElement('script'); \nscript.async = true;\nscript.src = \"https:\/\/js.convertflow.co\/production\/websites\/11040.js\"; \ndocument.body.appendChild(script); \n};\n<\/script>\n<div class=\"cf-cta-snippet cta74541\" website-id=\"11040\" cta-id=\"74541\"><\/div>\n\n\n\n<p><br><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sage Intacct is an enterprise-grade accounting platform, so don&#8217;t expect a &#8216;one-click&#8217; setup like in some consumer-grade accounting platforms. Nevertheless, configuring it to use Synder is also quite straightforward. Just follow the steps outlined in the guide below, and you will connect your Sage Intacct company to Synder successfully. Part A: Configuring your Sage Intacct [&hellip;]<\/p>\n","protected":false},"author":2318,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":""},"categories":[2,357,365,462,458],"tags":[],"ppma_author":[338],"class_list":["post-20621","post","type-post","status-publish","format-standard","hentry","category-get-started","category-connect","category-connect-accounting-platform","category-sage-intacct-accounting-integration","category-accounting-integrations-main"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Connect Sage Intacct to Synder: A Complete Guide - Synder<\/title>\n<meta name=\"description\" content=\"Configuring Sage Intacct to use Synder is quite straightforward. 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Just follow the steps outlined in the guide below, and you will connect your Sage Intacct company to Synder successfully.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/synder.com\/help\/how-to-connect-sage-intacct-to-synder-a-complete-guide\/\" \/>\n<meta property=\"og:site_name\" content=\"Synder\" \/>\n<meta property=\"article:published_time\" content=\"2024-02-06T08:48:46+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-10T16:14:15+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240206_110043.png\" \/>\n<meta name=\"author\" content=\"George Bylin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"buffyclaw\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to Connect Sage Intacct to Synder: A Complete Guide - Synder","description":"Configuring Sage Intacct to use Synder is quite straightforward. 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