This article is for clients and it explains how to prepare their Sage Intacct account to connect with Deel.

To enable this integration you need to follow these steps:

1. Sage Web services authorizations
2. Create a Web service user
3. Multi-currency (optional)

Sage Web Services Authorizations

Enable the following permissions as listed here on Sage

✅ Step 1 - In Sage Intacct, open Company and select Company information.

✅ Step 2 - Open the Security tab.

✅ Step 3 - Find Web Services authorizations, select Edit, then select Add.

✅ Step 4 - Add a new Web Services sender with Deel’s sender ID, description, and an Active status. Save your changes.

Create a Web Service User

To generate the access tokens, create a Web Service User and assign a role to it.

✅ Step 1 - In Sage Intacct, open Company, then go to Web Services users under user management.

✅ Step 2 - Select Add and create a new Web Service User. Complete all required user details, select the appropriate user type and admin privileges, and save.

✅ Step 3 - Open the Web Service User you created and select Reset password. Complete the identity-verification prompt and securely store the new password.

✅ Step 4 - Return to the Web Services users list and select View permissions and roles for the new user.

✅ Step 5 - In the Roles tab, select View in the Subscriptions column for the assigned role.

✅ Step 6 -Select Permissions for each applicable application or module.

✅ Step 7 - Deel only requires you to have the following permissions enabled:

Company info: View

Departments: List, View

Entities: list, View

Attachment folders: List, View, Add, Edit

Attachments: List, View, Add, Edit, Delete

Vendors: List, View, Add, Edit, Delete

Bills: List, View, Add, Edit, Delete

You can enable them by checking the boxes for each category as listed above. Save the permission changes when finished.

Multi-currency (optional)

If you have more than one currency on Deel, you must enable the multi-currency option.

✅ Step 1 - In Sage Intacct, open Company, then go to Admin > Subscriptions.

✅ Step 2 - Under Multi-Entity Management, select Configure.

✅ Step 3 - Enable multiple base currencies.

✅ Step 4 - In Deel, open Organization settings using the gear icon in the top-right navigation bar. In All Settings, select the Entities card.

Wait for the Entities page to load. Confirm that the Entities heading is visible, Entities is selected in the Organization settings sidebar, and the entity table appears below the filters.

✅ Step 5 - In Sage Intacct, select the entity you want to update, then select Edit. Under Accounting, choose the correct value from the Base currency drop-down and save.

Troubleshooting