> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/gumu-tm-for-sage-intacct-integration/ftp-sftp/pre-requisites/pre-requisites.md).

# Sage Intacct

Before starting the installation of the application, please ensure the following pre-requisites are completed in Sage Intacct and Synchronoss.

**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\
   <https://www.intacct.com/ia/acct/login>
2. Login into Sage Intacct Company using Company ID, User ID, Password.

<figure><img src="/files/1vC1JU9kdz6T3KXdqxVJ" alt=""><figcaption></figcaption></figure>

&#x20;   3\. Add Web Service Authorizations for Sender id – **Enter your Sender ID**\
\
&#x20;      ***How it is done?***\
&#x20;    Navigation path - Company > Company Information > Security tab\
&#x20;    Scroll down to Web Services authorizations section set the following fields:\
&#x20;    Add Sender ID – **Enter your Sender ID**\
&#x20;    Status – **Active**.

&#x20;   4\. Add web service authorization for Sender id – **Add your web service Authorization**\
&#x20;       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.

&#x20;       ***How it is done?***\
&#x20;      Navigation path - Company > Company Information > Security tab \
&#x20;      Scroll down to Web Services authorizations section set the following fields.\
&#x20;      Add Sender ID – **Add your sender ID**\
&#x20;      Status – **Active**.

<figure><img src="/files/T9KPwDPR9HX1dDQvjnyJ" alt=""><figcaption></figcaption></figure>

### 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)

&#x20;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.