Why connect Sage Intacct with Data Merge Finance?
Prepare Sage Intacct configuration with Data Merge Finance internationally: prerequisites, accounting framing and Shift documentation.
This connection is for SMEs, trustees and growing structures that use Sage Intacct as software and want to transmit reliable data to their accounting environment in Belgium, France or in a cross-border context.
The most frequent searches around this page focus on specific needs such as Zoho Books + Sage Intacct, Odoo + Sage Intacct or Teamleader + Sage Intacct. Behind these requests, the objective remains the same: to connect invoicing, VAT, third parties and entries without manual retrieving.
- Synchronised data: sales invoices, purchases, credit notes, third parties, VAT, newspapers and useful items according to the selected framing.
- Expected benefits: less double encoding, fewer closing corrections and better continuity between management and accounting.
- Setting up: a few days of framing and validation on your priority cases, then a gradual and controlled production.
The technical documentation below then details the prerequisites, configuration steps and control points to integrate Sage Intacct properly into your Data Merge Finance feed.
Full Sage Intacct Configuration
PREQUESTS
PREPARATION
👉 Authorization of the Sender ID
The Sender ID is a unique identifier provided by Sage Intacct. It
You can find this Sender ID directly on the activation window — the same page where you can click Connect to activate the connection.
Steps to follow to authorize the Sender ID in your Sage Intacct account :
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Navigate to Company > Configuration > Company > Security tab > Web Services Authorities
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Click "Add" and enter the provided Sender ID
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Set status to "Active"
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Add description if necessary
CONNECTION
Step 1: Choose a name for your connection. (If the connection name field is not visible, simply skip this step and continue.
Step 2:Click "Authorise" to finalize the connection.
AUTHORIZATION
You will be directed to the login page to authenticate yourself and authorize the connection.
Do you have any doubts about the configuration of this software?
Contact us to validate the prerequisites, the accounting framing and the points of attention before placing in production in Belgium or France.
