Connect Your Sage Intaact and STACK Account

Connecting your Sage Intaact account to your STACK account allows you to quickly create projects in STACK based on project data imported from your Sage Intaact projects. (See Create a Project from an External Source for more info.)

To connect your Sage Intaact and STACK accounts, you'll need to:

• Set up Sage Intaact for the STACK connection
• Connect Sage Intaact to STACK

Once you complete the connection process (instructions below), you'll be able to use the integration to import/export data between STACK and Sage Intaact.

What to Know

• The Sage Intaact integration is an add-on to your STACK subscription. Contact your STACK Account Manager for pricing.
• You can only connect one Sage Intaact account to your STACK account.
• Only STACK users with a role/permissions to access Account Settings can set up the connection.
• The user setting up the connection must have permissions/access to the Sage Intaact account you want to connect.
• The user must have a Sage Intaact role with Admin permissions to perform the necessary setup in Sage Intaact.
• This is a one-time setup. Once you have connected your STACK and Sage Intaact account, you will not need to repeat this process.
• You can easily disconnect your STACK and Sage Intaact account if needed.

See below for instructions to:

Set Up Sage Intaact for STACK Connection
Connect Sage Intaact to STACK
Disconnect Sage Intaact from STACK

Set Up Sage Intaact for STACK Connection

Before you can connect your Sage Intaact and STACK accounts, you'll need to set up your Sage Intacct account to recognize STACK.

NOTE: You must have a Sage Intaact role with Admin permissions to complete the setup.

1. Log in to the Sage Intaact account you want to connect to STACK.
2. Add the STACK Sender IDto your approved list.
   • Go to the main menu and click Company, then Company (on the Setup tab).
     
     
   • Click the Security tab and click edit.
     
     
   • Go to the Web Services authorizations section and click Add.
     
     
   • Enter stackctMMP in the Sender ID field.
   • Click Save.
     
3. Create a new Role for the STACK integration.
   • Go to the main menu and click Company, then Roles (on the Admin tab).
     
     
   • Click Add.
     
     
   • Enter a Name (like STACK) for the role.
   • Click Save.
     
     
   • Click Permissions next to Company on the Roles subscriptions screen.
     
     
   • Check the View permission box for Locations.
   • Click Save.
     
     
   • Click Permissions next to Projects on the Roles subscriptions screen.
     
     
   • Check the View permission box for Projects, as well as the View and Create permission boxes for Project estimates.
   • Click Save.
     
     
   • Click Save on the Roles subscriptions screen.
     
     
4. Create a new Web Service User.
   • Go to the main menu and click Company, then Web Service users (on the Admin tab).
     
     
   • Click Add.
     
     
   • Enter a User ID, Account email address, and Contact name on the User information tab.
     NOTE: The info for the user you are creating in this step is what you will need to enter in step 6 of the Connect Sage Intaact to STACK instructions below.
     
     
   • Scroll down to the Sage Intacct Financials permissions section and select Project manager.
   • Click on the first line of the Roles table and select the (STACK) Role that you just created in step 3.
   • Click Save.
     

You can now follow the instructions to Connect Sage Intaact to STACK.

Connect Sage Intaact to STACK

1. Log in to the STACK account you want to connect to your Sage Intaact account.
   
2. Click the Settings icon (person with gear) at the right of the main navigation toolbar.
3. Select Account Settings from the dropdown menu.
   
   
4. Click App Integrations at the left of your screen.
5. Locate the tile for the Sage Intaact and click Connect.
   TIP: You can use the Search bar, so you don't have to scroll through every integration to find it.
   
   
6. When prompted, log in to your Sage Intaact account, using the login credentials for the Web Service User created in step 4 of the Set Up Sage Intaact for STACK Connection instructions above.
   (You will see a notice that StackCT wants to access to your account.)

Anyone in your STACK account with the necessary role/permissions can now import project data from Sage Intaact to create a project in STACK.

Disconnect Sage Intaact from STACK

If you ever need to disconnect your STACK and Sage Intaact accounts, you can do so by following the instructions below.

Once you disconnect your accounts, you will no longer be able to import data from Sage Intaact. 

1. In STACK, click the Settings icon (person with gear) at the right of the main navigation toolbar.
2. Select Account Settings from the dropdown menu.
3. Click App Integrations at the left of your screen.
4. Locate the tile for Sage Intaact and click Disconnect.

TIP: If you want to reconnect your accounts, you can follow the instructions above to Connect Sage Intaact to STACK.

Related Articles

Create a Project from an External Source

If you need additional assistance, please Contact Us.