Sage Intacct Integration Guide

Set up and integrate Sage Intacct with FlexPoint.

This guide walks through how to securely configure and integrate Sage Intacct with FlexPoint. Each step includes where to navigate in Sage Intacct and what action to take.

How the Integration Works

FlexPoint → Sage Intacct REST API → Your Sage Intacct Data

Before you begin, ensure all prerequisites are completed

Prerequisites ▶

• Sage Intacct Administrator access (Company Admin role)

Quick Reference Summary

• Create FlexPoint Role
• Configure Role Permissions
• Create Web Services User and assign role
• Authorize FlexPoint Sender ID and Client ID
• Configure Webhooks
• Connect Sage Integration in FlexPoint

Step-by-Step Setup

Step 1 — Create FlexPoint Role ▶

The role will have only the permissions needed for the FlexPoint integration. The Web Services user must have permissions that match exactly what the integration needs.

Navigate to: Company → Admin → Roles

Select Create

• Name: FlexPoint
• Description: FlexPoint Integration
• Click Save

Step 2 — Configure Role Subscriptions ▶

After creating the role, configure its subscriptions and permissions.

Click Subscriptions next to FlexPoint.

You will be taken to the FlexPoint - Role Subscriptions page, where you will configure the required permissions.

The permissions that will be configured are:

• Company
• Cash Management
• General Ledger
• Accounts Receivable

Select Permissions on the right side of each section and configure each section as shown below.

Begin with Company Permissions, and select each box as shown. Being sure to click Save after all selections are made prior to moving on to the next category.

Step 3 — Create FlexPoint Web Services User ▶

Sage Intacct requires a dedicated Web Services user account for your FlexPoint integration, rather than a personal user account. This improves security and auditability.

To do this, navigate to Company → Admin → Web Service Users and follow the steps as shown in the screenshots below:
Select Create

Fill out required information as seen below and select Save. For convenience, FlexPoint generates a unique User ID within the FlexPoint platform that can be used for this step.

To generate your unique user ID in FlexPoint, log into your FlexPoint dashboard and navigate to Settings → Integrations. Select + Connect on Sage Intacct as seen below:

Here you can copy your unique FlexPoint User ID and paste into Sage Intacct to complete this step:

Step 4 — Authorize FlexPoint ▶

Add FlexPoint as an authorized sender using the following credentials:

Sender ID: LendARR

Client ID: 4d02d25de337869dfecd.app.sage.com

To add these credentials, follow the steps as seen below:
In Sage Intacct, navigate to Company → Setup → Company

Step 5 — Configure Webhooks ▶

Navigate to Platform Services → Install application and complete the steps as shown below:

Step 6 — Connect in FlexPoint ▶

Once the Web Services user is set up, you need to securely share the connection credentials with FlexPoint.

In FlexPoint, navigate to Settings → Integrations. Select Sage Intacct, fill out the required information as seen below, and click Connect: