Creating a Connection to Sage Intacct
In Zynk Workflow, before you can start using the powerful tasks available in the Sage Intacct Connector, you need to establish a connection to your Sage Intacct account. This connection enables Zynk Workflow to securely access your Sage Intacct data and perform various integration tasks seamlessly.
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:
- 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.
- Navigate to the Connection Manager Once Zynk Workflow is open, click the
Connections
button. - Add a New Connection Click the
New
button to start creating a new connection. - Select Sage Intacct In the list of available connectors, locate and select
Sage Intacct
. Once you clickNext
you will be prompted to enter your details. - Enter Connection Details You will be prompted to enter the following connection details:
- Company ID
- Username
- Password
- 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.
- Test Connection Click the
Finish
button to test the connection to Sage Intacct.
Congratulations! You have 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 ensures that you can monitor your API 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.
Please note that each API call made to the Sage Intacct API incurs a small charge, and the call tracking feature helps you manage and optimize your usage effectively.
It's worth noting that Zynk Workflow utilizes batching in all of its tasks related to Sage Intacct integration. Batching allows multiple data records to be processed in a single API call, thus minimizing the number of calls made to the Sage Intacct API. This approach not only helps improve performance but also optimizes API usage and reduces costs associated with excessive API calls.