How to set up your Followup CRM and Sage Intacct Integration

In order to integrate Followup CRM and Sage Intacct, there are a few steps required within Sage Intacct. Please reach out to Followup Support in the Help Chat for more hands on help with these specific steps. Or use the click-by-click guides below:

Step 1: Create a Web Services User in Sage Intacct


Step 2: Create a Role and Assign Correct Permissions for the Web Services User


Step 3: Turn on the connection in Followup CRM


Here's a click-by-click guide: 



For more hands on help with this integration, reach out to a FollowUp Product expert via the Help Chat.