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Oleria provides identity security and access management teams with visibility and intelligence into who has access to what, where they got that access, how they use it, and whether they should even have it. As part of that promise, we integrate your Sage Intacct application into the Oleria platform. Follow these steps to integrate Sage Intacct with your Oleria workspace.

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Prerequisites

  1. A Sage Intacct account with access to the Developer Portal
  2. An Intacct Web Services License Username
  3. Admin privileges on Okta

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Create a Web Services User

If the company already has a Web Services user defined for your application, you can skip this section.
  1. Have an admin user log in to the company and navigate to Company → Admin → Web Services Users → Add.
  2. Create a new Web Services user and assign the necessary privileges.
The username must be in the format <username>@<environment> in order to work properly with the REST API.

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View a Web Services User

  1. Go to Company → Admin → Users, roles, and groups → Web Services users.
  2. To view the details of a Web Services user, select View along the same row as the record.

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Create an App in the Sage Developer Portal

1

Open the Developer Console

Go to the Sage Developer Console.
2

Create a new application

Select Applications in the navigation menu, then select Create new application to start setting up your app.
3

Select the API type

Select API - REST as the API type for your application.Select API - REST as the API type for your application
4

Configure application details

Fill out the basic information for your app:
  • Name - a descriptive name (e.g., “Oleria Integration”)
  • Intacct Web Services License Password/Key - required for authentication with Sage Intacct
  • Client Scope - select Production for live environments or Non-production for testing
5

Save your app credentials

After creating your application, you’ll see your app credentials:
  • Client ID
  • Secret Key
6

Authorize the client application

Navigate to Company → Setup → Company → Security → Authorized Client Applications → Add.
  • Enter the Client ID for your application.
  • Enter the Web Services User ID. This field is case-sensitive - enter it exactly as it was created. Sage Intacct Authorized Client Applications form with Web Services User ID field

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Connect Sage Intacct to Oleria

1

Open the integration

Log in to your Oleria workspace, navigate to Integrations, and select Sage Intacct.Log in to your Oleria workspace, navigate to Integrations, and select Sage Intacct.
2

Complete the connection form

A side pane will open. Enter the following details:The following side pane will open
  • User Name - the username of the service user created for integration with Oleria
  • Client ID - generated in the previous section
  • Client Secret - the Secret Key generated in the previous section
3

Verify the connection

Verify the Sage Intacct integration status from the connected integrations page.Verify the Sage Intacct integration status from the connected applications

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Contact us

For questions about this integration, contact us at support@oleria.com.