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      How to Integrate Followup CRM with Sage Intacct (Using Agave Connector)

      Integrating Sage Intacct with Followup CRM allows you to streamline financial data sharing and keep project records accurate and up to date.

      💡 This guide is written for general users. If any step is unclear, contact your IT team or email support@followupcrm.com for help.

      ✅ Prerequisites

      Before you begin, ensure you have the following:

      • Administrator access to Sage Intacct

      • A Sage Intacct Web Services Developer License

      • A dedicated Web Services user created in Sage Intacct

      • Company ID, user ID, and user password ready

      • The Agave Connector installed (request from support@followupcrm.com)

      🔧 Step-by-Step Setup Guide

      Step 1: Enable Web Services

      1. Log in to Sage Intacct

      2. Navigate to Company > Subscriptions

      3. Ensure Web Services is enabled

      Step 2: Add Agave as a Trusted Sender

      1. Go to Company > Setup > Company

      2. Scroll to Web Services authorizations

      3. Add the sender ID: AgaveAPI

      Step 3: Create a Web Services User

      1. Go to Company > Admin > Web Services Users

      2. Click Add

      3. Set:

        • User ID: agave_user

        • User type: Business

        • Admin privileges: Unchecked

      4. Assign appropriate roles for data access

       

      Step 4: Install and Launch the Agave Connector

      1. Install the Agave Connector (installer provided by support@followupcrm.com)

      2. Run the app on your server or local machine

      3. Launch the Agave Connector from your desktop

      Step 5: Configure the Connection

      1. Click Add Account

      2. Choose Sage Intacct

      3. Enter:

        • Company ID

        • User ID

        • Password

       

       

      Click Test and Save.


      Step 6: Enter Account ID & Token from Followup CRM

      1. In Followup CRM, go to Settings > Integrations > Sage Intacct

      2. Click Connect

      3. Copy the Account ID and Token

      4. Paste them into the connector fields

      Click Test and Save.


      Step 7: Keep the Connector Running

      The Agave Connector must remain open to keep data syncing. We recommend setting it to launch automatically with Windows.

      🧩 Troubleshooting

      Issue Solution
      Web Services not enabled Check Company > Subscriptions or contact your Intacct rep
      Login errors Verify credentials and ensure sender ID is added
      No syncing Confirm the connector is running and token is valid
       

      ❓ Frequently Asked Questions

      Q: Can I add more than one Sage Intacct company?
      A: Yes — add each as a separate account in the connector.

      Q: Does this support two-way sync?
      A: Yes, with the appropriate roles, Followup CRM can read/write data.

      Q: Does the Agave Connector need to stay open?
      A: Yes — it must be running to keep syncing active.

      📩 Need Help?

      📧 Email: support@followupcrm.com
      Our team is happy to assist!