How To Set Up Your Sage Intacct Sender ID

Step 1: Log Into The Data Portal

1. Open Your Browser: Navigate to apps.roghnu.com.
2. Login: Enter your login credentials for the Roghnu Data Portal and access your account.

Step 2: Navigate to the Intacct Setup

1. Access the Menu: On the left-hand menu of the Data Portal, locate the Sage Intacct Header.
2. Open Intacct Setup: Click on the "Intacct Setup" option.

Step 3: Enter Your Sender ID Credentials

1. Enter Your Sender ID:
   • In Sage Intacct, navigate to: Company → Setup Tab → Configuration - Company → Security Tab → Web Services Authorizations Section.
   • Find and copy your Sender ID.
2. Enter Your Sender Password:
   • The Sender Password would have been emailed to you at the time you purchased your Developer License.
   • If you do not have your Sender Password: Create a support ticket with your Sage Intacct VAR or Sage Intacct directly.
3. Enter Your Company ID:
   • In Sage Intacct, navigate to: Company → Setup Tab → Configuration - Company → General Information Tab → Company Information Section.
   • Find and copy your Company ID.
4. Click Save when Done
5. Test your Sender ID
   • Click the Test button to insure you entered your credentials correctly.

Step 4: Roghnu Will Enter the Web Services User

• Should you need to deactivate the webservices users - Please unclick the green check box.

Tips and Tricks

• Double-Check Entries: Ensure all entered credentials are correct to avoid synchronization issues.
• Keep Your Credentials Secure: Handle your Sender Password and other sensitive information with care.

Conclusion

You have successfully set up your Sage Intacct credentials for data syncing using the Roghnu Data Portal. If you encounter any issues or have questions, please reach out to support@roghnu.com for assistance