Configuration Guide

Setup time: 30 seconds

Requirements:

• Active Sage Intacct
• Active Toric subscription
• Web browser (Chrome, Safari, etc…)

1. Navigate to the Connectors

1.1 To find connectors in Toric, you must be signed in to your account. On the left side panel of your Workflow, click on "Connectors".

‍2. Select the Sage Intacct Connector

Under the ‘Finance’ header, navigate to the ‘Sage Intacct’ thumbnail and click on ‘Setup Connector.’

3. Click on ‘Create a Connection’

4. Fill in the Credentials

Enter the following information:

1. Connector Name
2. Company id
3. User id
4. User Password
5. Sender id
6. Sender Password

5. Click on Validate Configuration

Now that you have all Configuration details filled in, click on Validate Configuration.

If the information entered is valid, a Validation Successful message will appear.

- Invalid fields will be highlighted in red and a successful validation will show in green.

6. Click ‘Add Configuration’ to finalize your configuration

You can now see your configuration under the list of Connectors

Data Access

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