---
title: "Sage Intacct"
slug: "sage-intacct"
description: "Simplify financial data management with Sage Intacct and Dataddo. Extract and load your data into any destination for real-time insights and analytics."
updated: 2024-06-14T11:37:34Z
published: 2024-06-14T11:37:35Z
---

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

# Sage Intacct

**Sage Intacct** is a cloud-based financial management and accounting software designed for small to mid-sized businesses, offering features such as accounts payable, accounts receivable, cash management, and general ledger. It provides real-time financial and operational insights, streamlining processes and enhancing productivity for finance teams.

Refer to our website for [the list of metrics and attributes available in Dataddo](https://www.dataddo.com/connector/sage_intacct).

Refer to Sage Intacct's official documentation to see [all available endpoints from the Sage Intacct API](https://developer.intacct.com/api/).

## Authorize Connection to Sage Intacct

### In Sage Intacct

To authorize your Sage Intacct account, you will need your **sender credentials (ID and password)**, **company ID**, **user credentials (ID and password)**.

To find **company and sender IDs**:

1. In your Sage Intacct account, click on **Applications** in the top panel.
2. Under the **Configuration** section, select **Company**.
  1. On the **General** tab, copy the company **ID** in the **Company information** section.
  2. On the Security tab, scroll down to the **Web services authorizations** section and copy the **Sender ID**.

To find your **user ID**:

1. Click on **Applications** in the top panel again and switch to the **Admin** tab.
2. Select **Web services users**.
3. Copy your **User ID**.

          
          

Make sure you have an **active Sage Intacct Web Services developer license**, which includes a **Web Services sender ID and password**.

### In Dataddo

1. On the **Authorizers** page, click on [Authorize New Service](https://app.dataddo.com/service/new) and select Sage Intacct.
2. Fill in the following fields:
  1. **Sender ID**: Provide your Sage Intacct sender ID.
  2. **Sender Password**: Sage Intacct sender password.
  3. **Company ID**: Your Sage Intacct company ID.
  4. **User ID**: Your Sage Intacct web services user ID.
  5. **User Password**: Your Sage Intacct password.
3. Rename your ***authorizer*** for easier identification and click on **Save**.

## How to Create a Sage Intacct Data Source

1. On the **Sources** page, click on the [**Create Source**](https://app.dataddo.com/sources/new) button.
2. Select the connector from the list and name your ***data source***.
3. On the **Dataset** step, select your **dataset**.
          **DATADDO TIP**

          

If you're unsure which dataset to select, use the search bar to look for datasets with the desired attributes or metrics.
4. On the **Account** step select your ***authorizer*** from the drop-down menu.
          **Didn't find your authorizer?**

          

Click on **Add new Account** at the bottom of the drop-down and follow the on-screen prompts. You can also go to the **Authorizers** tab and click on [**Add New Service**](https://app.dataddo.com/service/new).
5. On the **Attributes and Metrics** step, select the **metrics and attributes** you want to extract.  

![Create a source using a custom-schema connector.](https://cdn.document360.io/084ed225-3f99-4644-a2da-39ca0cd5ef45/Images/Documentation/Create%20Source%20-%20Custom-Schema%20Connector.png)
6. On the **Metadata** step, select which [**metadata fields**](/docs/metadata-inclusion) such as extraction time to add to your data.
7. On the **Snapshot** step:
  1. Configure your [**sync frequency**](/docs/extraction#extraction-frequency) or click **Show advanced settings** to set the exact synchronization time.
          **DATADDO TIP**

          

To **load historical data**, refer to the [**Data Backfilling**](https://docs.dataddo.com/docs/data-backfilling) article.
  2. [Optional] Enable the **Allow Empty Data Extractions** toggle to allow the extraction when no data is available.
8. In the top-right corner, click **Test Data** button to preview extracted data. **Adjust the date range** for specific time frame.
9. Click on **Save** and **congratulations, your new data source is ready!**

---

## Troubleshooting

### Data Preview Unavailable

No data preview when you click on **Test Data** might be caused by an issue with your ***source*** configuration. The most common causes are:

- **Date range**: Try a smaller date range. You can load the rest of your data afterward via [manual data load](https://docs.dataddo.com/docs/data-backfilling).
- **Insufficient permissions**: Please make sure your authorized account has at least admin-level permissions.

## Related Articles

Now that you have successfully created a ***data source***, see how you can connect your data to a dashboarding app or a data storage.

**Sending Data to Dashboarding Apps**

- [Simple Data Integration to Dashboards](https://docs.dataddo.com/docs/simple-data-integration-to-dashboards)
- [Data Backfilling to Dashboarding Apps](https://docs.dataddo.com/docs/data-backfilling-to-dashboarding-apps)

**Sending Data to Data Storages**

- [Batch Ingestion to Data Warehouses](https://docs.dataddo.com/docs/ingestion-to-data-warehouses)
- [Data Backfilling to Storages](https://docs.dataddo.com/docs/data-backfilling-to-storages)

**Other Resources**

- [Troubleshooting](https://docs.dataddo.com/docs/troubleshooting)
- [Extraction Logs](https://docs.dataddo.com/docs/extraction-logs)
- [Data Duplication](https://docs.dataddo.com/docs/data-duplication)

Authorizers act as credentials for external services (e.g. Facebook or Google). To enable Dataddo to access and retrieve your data, you need to grant access to accounts that possess admin-level permissions or higher within these services.