Kolleno

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

<a href="https://help.kolleno.com/en/articles/9247726-subscribe-to-sage-intacct-web-services">Subscribe to Web Services</a>

<a href="https://help.kolleno.com/en/articles/9247732-add-kolleno-sender-id-to-your-sage-intacct">Add Kolleno Sender ID</a>

<a href="https://help.kolleno.com/en/articles/9247742-create-sage-intacct-user-role">Create a User Role</a>

<a href="https://help.kolleno.com/en/articles/9247748-create-web-services-user-in-sage-intacct">Create a Web Services user</a>

<a href="https://help.kolleno.com/en/articles/9247820-restrict-sage-intacct-connections-by-ip-address">Restrict connections by IP address</a> (optional)

1. <a href="https://help.kolleno.com/en/articles/9247726-subscribe-to-sage-intacct-web-services">Subscribe to Web Services</a>
2. <a href="https://help.kolleno.com/en/articles/9247732-add-kolleno-sender-id-to-your-sage-intacct">Add Kolleno Sender ID</a>
3. <a href="https://help.kolleno.com/en/articles/9247742-create-sage-intacct-user-role">Create a User Role</a>
4. <a href="https://help.kolleno.com/en/articles/9247748-create-web-services-user-in-sage-intacct">Create a Web Services user</a>
5. <a href="https://help.kolleno.com/en/articles/9247820-restrict-sage-intacct-connections-by-ip-address">Restrict connections by IP address</a> (optional)

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

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

- 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 <a href="https://onetimesecret.com/" rel="nofollow noopener noreferrer" target="_blank">OneTimeSecret</a> to send the password. Do NOT send it via email.

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

Connect Sage Intacct to Kolleno

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