Connecting Sage Intacct for syncs over 100 records (XML API)

Trayd's default Sage Intacct connection uses the REST API, which returns a maximum of 100 records per list. If your Intacct company has more than 100 accounts, projects, customers, vendors, employees, or classes, add XML API credentials so Trayd can sync your full lists.

When you need XML API credentials

Add them if any of these apply:

• Your Intacct company has more than 100 general ledger accounts, projects, customers, vendors, employees, or classes

• You've seen a notice in Trayd that some records did not sync

If every list in your Intacct company is under 100 records, the default connection is sufficient and no XML setup is needed.

What you'll enter in Trayd

You'll provide five values:

If you do not have a Sender ID, contact Trayd support.

Step 1 — Enable Web Services and authorize the Sender

1. In Sage Intacct, open Company → Admin → Subscriptions.

2. Confirm that Web Services is subscribed. If it is not, contact your Sage Intacct account team to enable it.

3. Open Company → Admin → Web Services Authorizations.

4. Click Add, enter the Sender ID you will use, and set the status to Active.

5. Save.

Step 2 — Create a Web Services user

1. Open Company → Admin → Users and click Add.

2. Enter a recognizable User ID, for example trayd_xml.

3. Set User type to Web Services only.

4. Set Admin privileges to Full.

5. Save. Sage Intacct will email the user a temporary password. Sign in once to reset the password, then record the final password for Step 4.

6. Grant this user permissions on every module Trayd reads from: General Ledger, Accounts Payable, Accounts Receivable, Projects, Time & Expenses, and Employees.

Step 3 — Find your Company ID

Your Company ID appears in the header of Sage Intacct after you sign in, next to your user name.

Step 4 — Add the credentials in Trayd

1. In Trayd, open Settings → Integrations.

2. On the Sage Intacct tile, click Manage XML credentials.

3. Enter all five values and click Save credentials.

4. Trayd tests the credentials immediately. If the test fails, Trayd displays the exact error returned by Sage Intacct.

Troubleshooting

• "Invalid Web Services Authorization" — the Sender ID is not authorized in Intacct, or its status is Inactive. Re-check Step 1.

• "XL03000006 Sign-in information is incorrect" — the User ID or password is incorrect, or the user is Inactive. Re-check Step 2.

• "Permission denied" — the Web Services user does not have permission for the module being synced. Grant the missing module permission.

For further help, contact Trayd support.