Use this guide to complete the required setup in Sage Intacct before connecting your Buildertrend and Sage Intacct accounts. 

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Overview

The Buildertrend + Sage Intacct integration allows you to connect your accounts and streamline your financial workflows. 

With this integration, you will be able to:

• Connect Buildertrend with Sage Intacct 
• Configure accounting settings and default locations 
• Link cost codes, vendors and cost types between systems
• Create and link Sage projects from Buildertrend jobs
• Sync Buildertrend Bills to Sage 

Sage Intacct remains the source of truth for accounting, while Buildertrend manages job and operational workflows.

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Before You Begin

These steps are required to allow Buildertrend to securely connect to your Sage Intacct account. 

Before starting, confirm the following:

• You have full admin privileges in Sage Intacct
• All Sage Intacct setup steps are completed before entering credentials in Buildertrend (follow the steps below) 

Step 1: Enable Web Services

Web Services must be enabled to allow external systems, like Buildertrend, to connect to Sage Intacct. 

1. Sign in to Sage Intacct
2. Navigate to: Company → Admin → Subscriptions
3. Locate Web Services
4. Turn Web Services on if it is not already enabled 

 

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Step 2: Create a Role for the Integration

This role controls what Buildertrend can access in Sage Intacct.

1. Navigate to: Company → Admin → Roles
   
2. Select Add
3. Enter the following: 
   1. Role Name: Buildertrend
   2. Description: Buildertrend Web Services User 
4. Select Save 
5. Open the Permissions section
6. Set ALL permissions for each permission group 
   1. Scroll to the bottom of each permissions page and verify that no permissions were missed
7. Select Save 

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Step 3: Create a Web Services User

This user acts as the connection point between Buildertrend and Sage Intacct. 

1. Navigate to: Company → Admin → Web Services Users
2. Select Add to create a new user
3. Enter the following information:
   1.  User ID: Buildertrend
   2.  Username: Buildertrend
   3.  Account Email Address: Enter the email address that should receive the login credentials for the connection
   4.  Contact Name: Enter a new contact not already associated with a Web Services User
   5.  User Type: Business
   6.  Admin Privileges: Off
4.  Assign the Buildertrend role created in Step 2
5. Select Save
   

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Step 4: Create a Web Services Authorization

This authorization allows Buildertrend to securely communicate with Sage Intacct. 

1. Navigate to: Company → Setup → Company
2. Select Edit
3. Open the Security tab
4. Scroll to the Web Services Authorizations section 
5. Select Add to create a new web services authorization
6. Enter the following: 
   1. Sender ID: buildertrendMPP
   2. Description: Buildertrend Integration
   3. Status: Active
7. Select Save  

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Step 5: Create an Authorized Client Application

1. Navigate to: Company → Setup → Company
2. Select Edit
3. Open the Security tab
4. Scroll to the Authorized client application section 
5. Select Add to create a new web services authorization
6. Enter the following: 
   1. Client ID: e56f688bb8732d1d7765.app.sage.com
   2. Description: Buildertrend Integration
   3. Web Services User ID: Buildertrend
   4. Status: Active
7. Select Save  

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After Completing Setup

Once the steps above are complete, return to Buildertrend to connect your accounts using the credentials created above. 

1. In Buildertrend, navigate to: Company Settings → Accounting → Sage Intacct 
2. Select Start
3.  Enter the following:
   1. Company ID: Found in Sage Intacct under Configuration → Company → General Information Information → Company Information  
   2.  User ID: Buildertrend  
4. Select Next and follow the prompts to complete the connection

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