Sage Intacct

This guide walks through the complete setup process to integrate Sage Intacct with Stuut’s AI-powered accounts receivable platform. The integration requires configuration in both Sage Intacct and Stuut. Estimated time: 15–20 minutes

​

Prerequisites

Before beginning, ensure you have:

• Administrative access to your Sage Intacct account
• Access to your Stuut account with connector permissions
• Web Services enabled in your Sage Intacct subscription (Company → Admin → Subscriptions)

​

Part 1: Sage Intacct configuration

​

Step 1: Configure Web Services authorization

Navigate to Company settings:

1. Click Applications in the top menu
2. Select Company from the dropdown
3. Go to the Setup tab
4. Click Company under Configuration

5. Click the Edit button

In the Security tab, configure Web Services access:

1. Scroll to Web Services authorizations
2. Click Add

3. Enter the following:
   • Sender ID: stuutMPP
   • Description: For Stuut AI Agents
   • Status: Active
4. Click Save

​

Step 2: Authorize the Stuut client application

Still in the Security tab:

1. Scroll to Authorized client applications
2. Click Add

3. Enter the following:
   • Client ID: 714f94ad79c8059eb934.app.sage.com
   • Description: Stuut
   • Status: Active
4. Click Save
5. Click Done to exit Company settings

​

Step 3: Create the Stuut role

Navigate to role management:

1. Click Company in the top menu
2. Select the Admin tab
3. Under “Users, roles, and groups”, click Roles

4. Click Add
5. Create the role:
   • Name: stuut
   • Description: Role for Stuut AI Agent
6. Click Save

​

Step 4: Configure role permissions (subscriptions)

After creating the role, subscribe it to the required modules. Check these four modules:

• ☑ Company
• ☑ Accounts Receivable
• ☑ Order Entry
• ☑ General Ledger

For each checked module, click Permissions and configure the specific access rights below, clicking Save after each module.

​

Step 5: Create a Web Services user

1. Go to Company → Admin tab
2. Under “Users, roles, and groups”, click Web Services users

3. Click Add
4. Configure the user:
   • User ID: choose an appropriate ID (e.g., stuut_api)
   • Email: email address of the person responsible for the integration
   • Contact: contact name
   • Role: select stuut (the role created in Step 3)
   • Status: Active
5. Click Save

​

Step 6: Link the Web Services user to the client application

Return to the authorized client application:

1. Navigate to Company → Setup → Company → Edit
2. Go to the Security tab
3. Find the Stuut authorized client application
4. Add the Web Services User ID you created in Step 5
5. Click Save

​

Part 2: Stuut configuration

​

Step 7: Connect Sage Intacct to Stuut

1. Sign in to your Stuut account at dashboard.stuut.co
2. Click your user profile in the bottom-left corner
3. Select Connectors from the menu

4. Click Connect Integration

5. Select Sage Intacct from the available integrations and click Add

​

Step 8: Authenticate

When prompted:

1. Sign in with the Sage Intacct credentials for the Web Services user (an email was sent to the user specified in Step 5)
2. Authorize Stuut to access your Sage Intacct data
3. Synchronization starts automatically once connected

​

Troubleshooting

If you encounter any issues during setup or operation:

• Verify all IDs and settings match exactly as shown in the screenshots
• Ensure the Web Services user has been assigned to the correct stuut role
• Check that all permissions are properly configured for the role
• Confirm the authorized client application has the correct Client ID: 714f94ad79c8059eb934.app.sage.com
• Verify that the Web Services user ID has been added to the authorized client application
• Check that all statuses are set to Active

Still stuck? Contact support@stuut.co.