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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 a year 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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