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 (in Sage)
In Sage, log in as an administrator
Go to Company -> Admin -> Web Services users
Click Add to create a new user
Enter the user info and contract details
Go to the Permissions section and assign the Admin Role to the new user.
Once complete, click Save
Here you will be promoted to reenter your password to confirm the role. Alternatively, you can create a new role with limited permissions and use that instead.
Find your Company ID (in Sage)
Go to Company -> Setup -> Company
Copy the Company ID
Connect Sage to Dockwa (in Dockwa)
Log in to Dockwa.com as a user with an admin or finance role.
In the navigation bar, click Integrations
In the Setup tab, click Connect to Sage Intacct
Enter the Company ID, User ID and password
Set the Entity
Save
Congratulations! Your Sage instance is now connected to Dockwa.
Reference: Accounting Integrations