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Connections / ERP Setup

Connect Sage Intacct to Truewind

Set up Sage Intacct so Truewind can read the entities, dimensions, and accounting data needed for onboarding and close workflows.

Before you connect

Collect the Sage Intacct credentials and confirm that the account has permission to access the relevant entities and accounting data.

Connection flow

  1. Start the Sage Intacct connection flow from Truewind.
  2. Enter the required connection details.
  3. Finish authorization and return to the connection page.
  4. Confirm that the connection shows as active.

After connecting

Check that:

  • the expected Sage company is connected
  • entities and dimensions load as expected
  • downstream workflows can read the synced data

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