Connection Guide For Sage Intacct
Updated over a week ago

This guide will walk you through the process of setting up an integration user on your Sage Intacct instance so that you can successfully connect to Dockwa and automatically sync your financial data between the two systems.


Setup a Web Services User

  1. In Sage, log in as an administrator

  2. Go to Company -> Admin -> Web Services users

  3. Click Add to create a new user

  4. Enter the details. Click Save

5. Go to the Roles Information tab and assign Admin Role to the new user. You will be promoted to enter your password to confirm the role. Alternatively, you can create a new role with limited permissions and use that instead.


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Authorize your Sender ID on Sage Intacct Web Services

  1. Go to Company -> Setup -> Company

  2. Go to the Security tab

  3. Click Edit

  4. Scroll down to Web Services authorizations and click Add

  5. Enter your Sender ID and click Save.

    1. The Sender ID (and password) are your API gateway credentials. If you do not have this information, please contact your Sage Intacct account manager.

Find your Company ID

  1. Go to Company -> Company

  2. Copy the Company ID

Connect to Dockwa

  1. In Dockwa, log in as an administrator or user with a finance role.

  2. In the navigation bar, click Integrations

  3. In the Setup tab, click Connect to Sage Intacct

  4. Enter the Company ID, User ID and password and Sender ID and password

Congratulations! Your Sage instance is now connected to Dockwa.

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