Connect Zudello to Sage Intacct to begin syncing data and processing transactions.
Requirements
After completing the configuration required in Sage Intacct, you'll be able to connect Zudello to your Sage Intacct account.
You'll need your Sage Intacct web-user Id and password and your Sage Intacct company name in order to connect to Zudello.
How to connect Zudello to Sage Intacct
Step 1:
Choose your Team account in the top right-corner.
Step 2:
Choose Settings.
Step 3:
Select Accounting and Inventory.
Step 4:
Find Sage Intacct and choose Connect. The connection modal screen will open.
Step 5:
In the Connection field, choose Production.
Step 6:
Next, enter in the web user ID in the User ID field, the Sage Intacct company name in the Company ID field and the web user's password in the Company Password field.
Step 7:
After, choose Connect to connect Zudello to Sage Intacct.
Step 8:
After connecting, you will see a Connect status in the bottom right-hand corner. Once connected, Zudello will deploy the necessary workflows to fetch your data and will begin populating your site with data.