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Connect Sage Intacct to Kolleno
Connect Sage Intacct to Kolleno

All the steps needed to connect your Sage Intacct account to Kolleno.

Kolleno Support avatar
Written by Kolleno Support
Updated over 11 months ago

This guide describes the steps to connect your Sage Intacct instance to Kolleno:

  1. Subscribe to Web Services

  2. Add Kolleno Sender ID

  3. Create a User Role

  4. Create a Web Services user

  5. Restrict connections by IP address (optional)

Once you have done all the steps above, please send your Kolleno account manager the following information:

  • company_id

  • user_id

  • user_password

  • location_id (optional, only if you want to limit to a specific location)

Important: please use a secure tool like OneTimeSecret to send the password. Do NOT send it via email.

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