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 - Go to your profile page, select company from the Application’s list.

✅ Step 2 - Select Company settings

✅ Step 3 - On the Security tab go to Web Services Authorizations. Select Edit and an “Add” button will appear bellow the title.

✅ Step 4 - Add a new Web Service sender by completing Deel’s sender ID, description, status and Save. Then go back to the company settings (second image).

Create a Web Service User

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

✅ Step 1 - Go to your profile page, select Web Services users under Manage users.

✅ Step 2 - Add a new Web Service User filling in all the information bellow.

✅ Step 3 - Edit the Web Service user you just created and reset the password.

✅ Step 4 - The last step would be to assign a role and grant permissions to the Web Service User created. First, go to the Web Services User tab.

✅ Step 5 - In the “Roles” tab click on View on the Subscriptions column.

✅ Step 6 -To manage the permissions for each application click on Permissions.

✅ 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. See example bellow.

Multi-currency (optional)

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

✅ Step 1 - Navigate to: Company > Admin > Subscriptions

✅ Step 2 - Go to Multi-Entity Management and click on Configure

✅ Step 3 - Enable multiple base currencies.

✅ Step 4 - Go to Company, Setup and Entities. In the Entities list you’ll be able to manage the currency related to each entity.

✅ Step 5 - You can change the base currency in each entity by selecting edit and selecting a different currency from the Base currency drop-down in Accounting.