> ## Documentation Index
> Fetch the complete documentation index at: https://nango-wari-migrated-bigcommerce-docs.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Sage Intacct (Client Credentials) - How do I link my account?

# Overview

To authenticate with Sage Intacct using Client Credentials, you will need:

1. **Client ID** *(conditional)* — Your Sage Intacct application Client ID. Only asked here if not already registered on the integration.
2. **Client Secret** *(conditional)* — Your Sage Intacct application Client Secret. Only asked here if not already registered on the integration.
3. **Username** *(optional)* — The Web Services user ID in `userId@companyId` format (e.g. `Admin@MyCompany`). Append `|entityId` for multi-entity companies. Required if not using Session ID.
4. **Session ID** *(optional)* — A valid UI or API session ID. Required if not using Username.

This guide will walk you through obtaining each of these values.

<Note>
  If the Connect UI form doesn't show Client ID and Client Secret fields, your workspace already registered them
  on the integration setting — every connection reuses them
  automatically, so skip straight to Step 4. Otherwise, follow all the steps below to get your own values.
</Note>

### Prerequisites

* An active Sage Intacct account with administrator access
* A Sage Intacct Web Services developer license

### Instructions

#### Step 1: Create a Web Services user

If your company already has a Web Services user defined for your application, you can skip this step.

1. Have an admin log in to the company and navigate to **Company** → **Admin** → **Web Services Users** → **Add**.
2. Create a new Web Services user and assign the necessary permissions or role.
3. Note the **User ID** — you will need it for the Username field later.
4. Note your **Company ID**: navigate to **Company** → **Setup** → **Company** and look at the **Company ID** field. You will need it to format the Username as `userId@companyId`.

#### Step 2: Register an API client

Follow [How to register your own Sage Intacct (Client Credentials) app](/api-integrations/sage-intacct-cc/how-to-register-your-own-sage-intacct-cc-app) to create a Sage developer workspace, register an application, and obtain your **Client ID** and **Client Secret**.

<Warning>Store the Client Secret server-side only. Never expose it in client-side code, logs, or URLs.</Warning>

#### Step 3: Authorize the client application

1. In Sage Intacct, navigate to **Company** → **Setup** → **Company** → **\[Edit]** → **Security** → **Authorized Client Applications** → **Add**.
2. Enter the **Client ID** from Step 2.
3. Enter the **Web Services User ID** from Step 1. This field is case-sensitive — enter it exactly as it was created.

#### Step 4: Enter credentials in the Connect UI

1. Open the form where you need to authenticate with Sage Intacct.
2. If **Client ID** and **Client Secret** fields are shown, enter the values from Step 2, or the ones your integration developer gave you. Either way, that client must already be authorized (Step 3) — Sage Intacct rejects requests from a client that isn't.
3. Enter either your **Username** or a valid **Session ID** — one of the two is required.
   * Username format: `userId@companyId` (e.g. `Admin@MyCompany`). For multi-entity companies, append the entity ID: `userId@companyId|entityId` (e.g. `Admin@MyCompany|Central Region`).
4. Submit the form.

<img src="https://mintcdn.com/nango-wari-migrated-bigcommerce-docs/qQmBP2fFMWGy20qy/api-integrations/sage-intacct-cc/form.png?fit=max&auto=format&n=qQmBP2fFMWGy20qy&q=85&s=401c9de2b0e6eb540fe134f56d80fcaf" alt="Sage Intacct Client Credentials connect form — Client ID and Client Secret only appear here if they weren't already registered on the integration" style={{maxWidth: "450px" }} width="986" height="1300" data-path="api-integrations/sage-intacct-cc/form.png" />

You are now connected to Sage Intacct (Client Credentials).

***