Sage Intacct

Get started with the Sage Intacct source!

Obtain the Credentials

The Sage Intacct tap requires the following fields:

Field Name

Description

Company Id

Your Sage Intacct Company Id

Sender Id

Your Sage Intacct Sender Id

Sender Password

Your Sage Intacct Sender Password

User Id

Your Sage Intacct User Id

User Password

Your Sage Intacct User Password

Enable the Source

Let's start by enabling the Sage Intacct source for this flow.

You will then be asked to provide your specific Sage Intacct Credentials. Go ahead and fill these in and click Save & Continue.

Configure Mapping

You now have added HubSpot as a data source for your flow. Next, you need to configure the mapping for your HubSpot data. Click on the field map button to get started.

Now you can select specific Tables that you may want to map for your users. To do this, you simply select the gear icon on the right of any of the Table.

You can now select specific fields identified in each Table to map in the Field Editor. Once you have selected which fields you want, you click confirm.

Once you are done mapping any of the fields you want, you click save, and you have finished configuring your mappings.


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