Sage Intacct Connection

The Sage Intacct connection enables your Horizon agents to interact with Sage Intacct’s financial management platform. Unlike most Horizon integrations, Sage Intacct uses credential-based authentication rather than OAuth.

Prerequisites

Before connecting Sage Intacct, ensure you have:

• An active Sage Intacct subscription with Web Services enabled.
• A Web Services user created in Sage Intacct (distinct from a regular UI user).
• Your Sender ID and Sender Password from the Sage Intacct Web Services portal.
• The Company ID for the Sage Intacct entity you want to connect.

Tip

We strongly recommend creating a dedicated Web Services user for Horizon rather than using a personal account. This provides better audit trails and avoids disruption if a team member’s credentials change.

Setting Up the Connection

1. Navigate to Workspace > Connections and click + Add Connection.
2. Select Sage Intacct from the integration list.
3. Enter the following credentials:
   • Company ID — your Sage Intacct company identifier (e.g., MYCOMPANY).
   • User ID — the Web Services user login.
   • User Password — the Web Services user password.
   • Sender ID — the Web Services sender ID issued by Sage.
   • Sender Password — the corresponding sender password.
4. Optionally, enter a Location ID if you want to scope the connection to a specific entity within a multi-entity setup.
5. Click Connect.
6. Horizon will validate the credentials by making a test API call. If successful, the status changes to Connected.

Caution

If the test call fails, double-check that Web Services are enabled for your company and that the user has the required roles and permissions. You can verify this in Sage Intacct under Company > Admin > Web Services Authorizations.

Required Sage Intacct Roles

The Web Services user must be assigned roles that cover the modules your agents will interact with. Common role requirements include:

• Accounts Receivable — for invoices, customers, and payments.
• Accounts Payable — for bills, vendors, and payments.
• General Ledger — for journal entries and account balances.
• Cash Management — for bank transactions and reconciliation.
• Project Accounting — for project-related data.

Assign only the roles necessary for your use case to follow the principle of least privilege.

What Agents Can Do

Once connected, agents with Sage Intacct skills can:

• Manage invoices — create, read, update, and void AR invoices.
• Process bills — create AP bills and track payment status.
• Query GL accounts — retrieve account balances and transaction details.
• Create journal entries — post standard and statistical journal entries.
• Manage customers and vendors — create and update customer/vendor records.
• Generate reports — pull financial reports and summaries for analysis.

Multi-Entity Support

If your Sage Intacct instance uses multi-entity shared services, you can scope the connection to a specific entity by providing a Location ID during setup. To access multiple entities, create a separate connection for each one and assign them to the appropriate departments or agents.

Connection Settings

After connecting, you can update the following from the connection detail panel:

• Credentials — update the user password or sender credentials without removing and recreating the connection.
• Location ID — change or set the entity scope.
• API endpoint — defaults to the standard Sage Intacct API URL but can be overridden for private cloud deployments.

Troubleshooting

Issue	Resolution
”Invalid credentials” error	Verify the Company ID, User ID, and password. Ensure the user is a Web Services user, not just a UI user.
”Sender not authorized”	Confirm the Sender ID is authorized for your company under Web Services Authorizations.
Permission errors on specific modules	Add the required role to the Web Services user in Sage Intacct.
Connection timeout	Check that Web Services are enabled and your Sage Intacct instance is accessible.

Disconnecting

To remove the Sage Intacct connection, open the connection detail panel and click Remove Connection. Horizon will delete the stored credentials. You may also want to deactivate the Web Services user in Sage Intacct if it was created exclusively for Horizon.