# Pre-requisites Before starting the installation of the application, please ensure the following pre-requisites are completed in Sage Intacct and Synchronoss. ### Sage Intacct **Sender ID Web service authorization** ***Why is this needed?***\ Sender ID and Sender Password are credentials required to authenticate web service calls made by the GUMU™ integration. These credentials allow the external application to securely connect and interact with Sage Intacct web services. **Important:**\ The Sender ID and Sender Password must be purchased from Sage Intacct by acquiring the **Sage Intacct Web Services Developer License**. Once the license is purchased, Sage Intacct will provide the Sender ID and Sender Password. The client must configure these credentials in the GUMU™ connector to enable successful communication between Sage Intacct and the integration application, or share the following details with the support team: Sender ID, Sender Password, Web Services User ID, and Web Services User Password. ***Important Note***\ This is mandatory Setting. ***How it is done?***\ Web services should be authorized in Sage Intacct for the integration to execute correctly, to achieve this follow the steps mentioned below 1. Click on link mentioned below\ 2. Login into Sage Intacct Company using Company ID, User ID, Password.
3\. Add Web Service Authorizations for Sender id – **Enter your Sender ID**\ \ ***How it is done?***\ Navigation path - Company > Company Information > Security tab\ Scroll down to Web Services authorizations section set the following fields:\ Add Sender ID – **Enter your Sender ID**\ Status – **Active**. 4\. Add web service authorization for Sender id – **Add your web service Authorization**\ Greytrix will provide this sender ID. User needs to provide access to this sender id in their company as it is important part of the security rights for the integration. ***How it is done?***\ Navigation path - Company > Company Information > Security tab \ Scroll down to Web Services authorizations section set the following fields.\ Add Sender ID – **Add your sender ID**\ Status – **Active**.
### Create Web service user ***Why this is needed?***\ Create new web service user in Sage Intacct. This user will be used in the integration setting in GUMU configuration for making all Web service API calls in Sage Intacct. ***Important Note***\ This is mandatory Setting. ***How to create new web service user?***\ Navigation Path - Company > Admin > Web Services users ![Web Services User](/files/-MLXKhvi7uql0TmDKrNt) Click on New button, enter the details. 1. User ID – **Enter your User ID** 2. User type – **Business** 3. Admin privileges – **Full** 4. Status - **Active** ![Web Services User Information](/files/-MLXLRyQzKLh79AzCfh_) ![](/files/-MLXMDIVD1QGArdxIOB-) ### Custom fields for Accounts Payable ***Why it is needed?***\ Create Custom fields for Accounts Payable Bill and Adjustment. ***Important note***\ This is mandatory Setting. ***How it is created?***\ Navigation path - Go to **Platform Services > All tab > Object customization**.\ Click the ‘+’ icon beside **Custom fields**. ![](/files/-MLXMn6g7YdYuZLvxUlu) Click on Add button ![Add Button](/files/-MLXOWa8s1gpA8zVbnjL) Select AP bill ![Object Selection Screen](/files/-MLXNKMdbHwVr06_GT4s) Select Data Type – TEXT ![Data Type Selection Screen](/files/-MLXNX8dpfqOrbQsylIZ) Click on next button Add custom Field - 1. Field ID : TRX\_ID 2. Length : 20 3. Label : Custom ![Text Field Characteristics](/files/-MLXNpwSR5WVUENUzNJz) ***Important Note***\ Field ID should be **TRX\_ID** for both **AP BILL** and **AP ADJUSTMENT**. Follow same process for Account Payable Adjustment. ![](/files/-MLXOP03SAZ83GvE5uGS) ### Synchronoss **Why this is needed?**\ On GUMU™ cloud portal, SFTP/FTP is act as a connector or a data source. Setup SFTP/FTP, which will act as a destination where files exported from Synchronoss, will keep for further processing. Files exported from Sage Intacct will be exported to SFTP/FTP. Integration will read the incoming files (bills and adjustments) from directories and will upload the files outgoing files (payments) at specified directories. ### Steps to Login SFTP: ***How this is done?***\ 1\. Enter the SFTP/FTP URL as shown in the below screenshot and press Enter key. ![SFTP URL](/files/-MLJUUP5aVsSDr0Pyieg) 2\. Enter Username. ![SFTP username](/files/-MLJUUP62kwCaXaSH__m) 3\. Enter Password. ![SFTP password](/files/-MLJUUP7DGOim9St4FBs) 4\. Always upload CSV file in upload Folder then click on Upload button. ![](/files/-MLXD8tV6kbX7rELDWMl) ***Important Note***\ This is mandatory Setting. Upload the new import files on SFTP/FTP specified import folder manually. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.greytrix.com/gumu-sage-intacct-ftp-sftp-integration/pre-requisites.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.