Creating a Connection to Sage Intacct

In Zynk Workflow, before you can start using the tasks available in the Sage Intacct Connector, you need to establish a connection.

This connection enables Zynk Workflow to securely access your Sage Intacct data and perform various integration tasks.

In this article, we'll walk you through the simple steps to create a connection to Sage Intacct using Zynk Workflow.

Prerequisites

Before you begin, ensure that you have the following information ready:

  • Company ID The unique identifier for your Sage Intacct company.
  • Username Your Sage Intacct username, which you'll use to authenticate and access your account.
  • Password The password associated with your Sage Intacct username.

Step-by-Step Guide

Follow these steps to create a connection to Sage Intacct in Zynk Workflow:

  1. Open Zynk Workflow Launch Zynk Workflow on your computer. If you haven't installed Zynk Workflow yet, you can download it from our official website here.
  2. Navigate to the Connection Manager Once Zynk Workflow is open, click the Connections button.
  3. Add a New Connection Click the New button to start creating a new connection.
  4. Select Sage Intacct In the list of available connectors, locate and select Sage Intacct. Once you click Next you will be prompted to enter your details.
  5. Enter Connection Details You will be prompted to enter the following connection details:
    • Company ID
    • Username
    • Password
  6. API Call Tracking Zynk Workflow includes built-in functionality to track the number of API calls made using this connection. See API Call Tracking further on in this article for more information.
  7. Test Connection Click the Finish button to test the connection to Sage Intacct.

You have now successfully created a connection to Sage Intacct in Zynk Workflow. Now you can proceed to use the various tasks available in the Sage Intacct Connector to import, export, and synchronize data between Sage Intacct and other systems with ease.

API Call Tracking

Zynk Workflow includes a built-in functionality to track the number of API calls made using this connection.

This feature allows you to monitor usage and avoid exceeding any limits set by Sage Intacct.

Additionally, Zynk Workflow provides a warning limit for API calls, and you will receive an email notification when this limit is reached.

For information on how we reduce the number of calls made in Zynk with batching, please see here.