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Sage Intacct

Last updated on
December 9, 2023

Configuration Guide

Setup time: 30 seconds


  • 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

EndpointCategoryIncremental Ingestion
Account BalancesGeneral Ledger APIAvailable
AccountsGeneral Ledger APIAvailable
BudgetsGeneral Ledger APIAvailable
General Ledger DetailsGeneral Ledger APIAvailable
Journal EntriesGeneral Ledger APIAvailable
Trial BalancesGeneral Ledger APIAvailable
AP PaymentsAccounts PayableAvailable
BillsAccounts PayableAvailable
VendorsAccounts PayableAvailable
AR AdvancesAccounts ReceivableAvailable
AR AgingAccounts ReceivableAvailable
AR PaymentsAccounts ReceivableAvailable
CustomersAccounts ReceivableAvailable
InvoicesAccounts ReceivableAvailable
Purchasing TransactionsPurchasingAvailable
Accumulation TypesConstruction APIAvailable
AP Retainage ReleasesConstruction APIAvailable
Change Request StatusConstruction APIAvailable
Change RequestsConstruction APIAvailable
Cost TypesConstruction APIAvailable
Labor Class, Shift, and UnionConstruction APIAvailable
Project Change OrdersConstruction APIAvailable
Project ContractsConstruction APIAvailable
Project EstimatesConstruction APIAvailable

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