Prerequisites
Before you start, you'll need the following:
- ●Web Services Developer License (provides Sender ID and Sender Password)
- ●Access to the Sage Intacct Developer Portal
- ●In Sage Intacct (Admin setup): Enable Web Services, Authorize the Sender ID for your company, Create a Web Services user
Create a New Application
Sign In to Developer Portal
Sign in to the Sage Intacct Developer Portal.
Access Console
Go to the Console and select your developer organization.
Create New Application
Navigate to Applications then New Application. Fill in:
Click Next or Save & Continue.
Link Web Services License to App
Configure Web Services
On the configuration screen, enter:
Sender ID
Enter your Sender ID from the Web Services license
Sender Password
Enter your Sender Password
Environment
Choose Production (cannot be changed after creation)
Configure OAuth Details
Set Redirect URI
Configure OAuth settings:
Redirect URI
https://www.milemarker-cloud.com/intacct/oauth/callback
Allowed Origin Domains
Leave blank (only required for browser-based/CORS requests)
Submit Application
Submit the Application. Sage Intacct will review your app configuration and send an email once it's approved.
Obtain Client ID and Client Secret
Get OAuth Credentials
- 7. In the Developer Portal, go back to Applications
- 8. Click the App you just created
- 9. Navigate to the API Keys/OAuth Credentials section
- 10. Copy the Client ID and Client Secret
Authorize the Client Application in Sage Intacct
Authorize in Sage Intacct
In Sage Intacct (as a Company Admin), navigate to:
Company → Setup → Company → [Edit] → Security → Authorized Client Applications → Add
Add Client Application
In Authorized Client Applications, add:
Click Save.
Data Required to Complete Integration
From Developer Portal
- ✓ Client ID
- ✓ Client Secret
From Sage Intacct Company
- ✓ Company ID
- ✓ Web Services User ID
- ✓ Entity ID (if multi-entity)
From Web Services Developer License
- ✓ Sender ID
- ✓ Sender Password
Share these values to connect@milemarker.co via Password Link.
Important Reminder
Please use client_role@milemarker.co as the Contact Email when registering the application.
Need Help?
If you have any questions or need additional guidance, please contact us.
connect@milemarker.co