> ## Documentation Index
> Fetch the complete documentation index at: https://support.stuut.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Sage Intacct

> Complete configuration guide for connecting Sage Intacct to Stuut.

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)

<Note>
  Sage Intacct requires a Web Services developer license (sender ID and password) for API integrations. If you don't have these credentials, contact your Sage Intacct account manager. Stuut uses the authorized client ID `714f94ad79c8059eb934.app.sage.com` for secure OAuth connections.
</Note>

## 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

<Frame caption="Applications → Company → Setup → Company">
  <img src="https://mintcdn.com/stuut-support/hBQIH_wpA11cksdO/images/sage-intacct/company-setup-menu.png?fit=max&auto=format&n=hBQIH_wpA11cksdO&q=85&s=6bb2f3f2907fe8ed08d2d763d57cbce3" alt="Sage Intacct Applications menu with Company selected under the Setup tab" width="1174" height="646" data-path="images/sage-intacct/company-setup-menu.png" />
</Frame>

5. Click the **Edit** button

<Frame>
  <img src="https://mintcdn.com/stuut-support/hBQIH_wpA11cksdO/images/sage-intacct/company-edit-button.png?fit=max&auto=format&n=hBQIH_wpA11cksdO&q=85&s=3b9b42a421e2f4ede75f38fcabb7ad7a" alt="Edit button in Sage Intacct Company information" width="455" height="158" data-path="images/sage-intacct/company-edit-button.png" />
</Frame>

In the **Security** tab, configure Web Services access:

<Frame caption="Company information → Security tab">
  <img src="https://mintcdn.com/stuut-support/hBQIH_wpA11cksdO/images/sage-intacct/security-tab.png?fit=max&auto=format&n=hBQIH_wpA11cksdO&q=85&s=fd0cb8bc4c245bef3e91bfdd67798da4" alt="Security tab in Sage Intacct Company information" width="1046" height="172" data-path="images/sage-intacct/security-tab.png" />
</Frame>

1. Scroll to **Web Services authorizations**
2. Click **Add**

<Frame>
  <img src="https://mintcdn.com/stuut-support/hBQIH_wpA11cksdO/images/sage-intacct/web-services-authorizations.png?fit=max&auto=format&n=hBQIH_wpA11cksdO&q=85&s=2dc916c5a388fd5ea584e71a0c439e98" alt="Web Services authorizations section with Add button" width="970" height="145" data-path="images/sage-intacct/web-services-authorizations.png" />
</Frame>

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

<Frame caption="Web Services sender information">
  <img src="https://mintcdn.com/stuut-support/hBQIH_wpA11cksdO/images/sage-intacct/web-services-sender-form.png?fit=max&auto=format&n=hBQIH_wpA11cksdO&q=85&s=d391082a4a14652b0a998e2b91f9f62d" alt="Web Services sender information form with Sender ID stuutMPP, description For Stuut AI Agents, and status Active" width="1672" height="821" data-path="images/sage-intacct/web-services-sender-form.png" />
</Frame>

### Step 2: Authorize the Stuut client application

Still in the **Security** tab:

1. Scroll to **Authorized client applications**
2. Click **Add**

<Frame>
  <img src="https://mintcdn.com/stuut-support/hBQIH_wpA11cksdO/images/sage-intacct/authorized-client-apps.png?fit=max&auto=format&n=hBQIH_wpA11cksdO&q=85&s=77733322747c65a41108c66f0d027cc1" alt="Authorized client applications section with Add button" width="970" height="98" data-path="images/sage-intacct/authorized-client-apps.png" />
</Frame>

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

<Frame caption="Authorized client applications form">
  <img src="https://mintcdn.com/stuut-support/hBQIH_wpA11cksdO/images/sage-intacct/authorized-client-app-form.png?fit=max&auto=format&n=hBQIH_wpA11cksdO&q=85&s=2ea4b08d43a1e4087bb45fe4b4bbb88b" alt="Authorized client applications form with the Stuut Client ID and status Active" width="1676" height="817" data-path="images/sage-intacct/authorized-client-app-form.png" />
</Frame>

### 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**

<Frame caption="Company → Admin → Roles">
  <img src="https://mintcdn.com/stuut-support/hBQIH_wpA11cksdO/images/sage-intacct/admin-roles-menu.png?fit=max&auto=format&n=hBQIH_wpA11cksdO&q=85&s=a5a1520cde6a9e0a86500c53a25ba07b" alt="Sage Intacct Admin tab with Roles highlighted under Users, roles, and groups" width="1002" height="552" data-path="images/sage-intacct/admin-roles-menu.png" />
</Frame>

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

<Frame>
  <img src="https://mintcdn.com/stuut-support/hBQIH_wpA11cksdO/images/sage-intacct/role-form.png?fit=max&auto=format&n=hBQIH_wpA11cksdO&q=85&s=d0288f7ab89f89284cab9414d95ec7cf" alt="Role form with name stuut and description Role for Stuut AI Agent" width="997" height="172" data-path="images/sage-intacct/role-form.png" />
</Frame>

### 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**

<Warning>
  All four modules are required for Stuut to function properly.
</Warning>

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

| Module                  | Permissions                                                                                                                    |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------ |
| **Company**             | Attachments: ☑ List, ☑ View                                                                                                    |
| **Accounts Receivable** | Adjustments: ☑ List, ☑ View · Customers: ☑ List, ☑ View · Invoices: ☑ List, ☑ View · Transactions → AR Payment: ☑ List, ☑ View |
| **Order Entry**         | Contacts: ☑ List, ☑ View                                                                                                       |
| **General Ledger**      | Accounts: ☑ List, ☑ View                                                                                                       |

### Step 5: Create a Web Services user

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

<Frame caption="Company → Admin → Web Services users">
  <img src="https://mintcdn.com/stuut-support/hBQIH_wpA11cksdO/images/sage-intacct/admin-menu-web-services-users.png?fit=max&auto=format&n=hBQIH_wpA11cksdO&q=85&s=a8912a314861cbf311c91f71084c7db4" alt="Sage Intacct Admin tab showing Web Services users under Users, roles, and groups" width="1047" height="557" data-path="images/sage-intacct/admin-menu-web-services-users.png" />
</Frame>

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**

<Frame caption="Web Services user information">
  <img src="https://mintcdn.com/stuut-support/hBQIH_wpA11cksdO/images/sage-intacct/web-services-user-form.png?fit=max&auto=format&n=hBQIH_wpA11cksdO&q=85&s=b3dea7eebdf48f724cf2c4403ecda5cf" alt="Web Services user form with the stuut role assigned" width="1054" height="916" data-path="images/sage-intacct/web-services-user-form.png" />
</Frame>

### 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](https://dashboard.stuut.co)
2. Click your **user profile** in the bottom-left corner
3. Select **Connectors** from the menu

<Frame>
  <img src="https://mintcdn.com/stuut-support/hBQIH_wpA11cksdO/images/sage-intacct/stuut-profile-connectors.png?fit=max&auto=format&n=hBQIH_wpA11cksdO&q=85&s=7454863fe5de1053746c88fd358faa6d" alt="Stuut profile menu with Connectors option" width="568" height="293" data-path="images/sage-intacct/stuut-profile-connectors.png" />
</Frame>

4. Click **Connect Integration**

<Frame>
  <img src="https://mintcdn.com/stuut-support/hBQIH_wpA11cksdO/images/sage-intacct/stuut-connect-integration.png?fit=max&auto=format&n=hBQIH_wpA11cksdO&q=85&s=4bc8d11651ef1a0cb3170fa69887faa5" alt="Stuut Connectors page with Connect Integration button" width="1991" height="544" data-path="images/sage-intacct/stuut-connect-integration.png" />
</Frame>

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

<Frame>
  <img src="https://mintcdn.com/stuut-support/hBQIH_wpA11cksdO/images/sage-intacct/stuut-select-integration.png?fit=max&auto=format&n=hBQIH_wpA11cksdO&q=85&s=79c977e9ae58e8ff1c9731914d87da2a" alt="Select Integration dialog with Sage Intacct listed" width="555" height="748" data-path="images/sage-intacct/stuut-select-integration.png" />
</Frame>

### 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

<Frame caption="Sage Intacct login prompt">
  <img src="https://mintcdn.com/stuut-support/hBQIH_wpA11cksdO/images/sage-intacct/sage-login.png?fit=max&auto=format&n=hBQIH_wpA11cksdO&q=85&s=9b218dfdbf1c70e83ac2370fd58b7c35" alt="Sage Intacct login window requesting Company ID, User ID, and Password" width="576" height="553" data-path="images/sage-intacct/sage-login.png" />
</Frame>

<Frame caption="The Sage Intacct connection syncing in Stuut">
  <img src="https://mintcdn.com/stuut-support/hBQIH_wpA11cksdO/images/sage-intacct/connection-overview.png?fit=max&auto=format&n=hBQIH_wpA11cksdO&q=85&s=b93c44da58999167b890648177fe78cb" alt="Stuut connection overview showing Sage Intacct linked with models syncing" width="1987" height="870" data-path="images/sage-intacct/connection-overview.png" />
</Frame>

## 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](mailto:support@stuut.co).
