How to Connect FollowUp to Sage Intacct
- Caleb Varghese |
- 0 step |
- 29 seconds
Click "Profile Name"
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Click "Company Settings"
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Click "ERP Integration"
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Click "Connect" on Sage Intacct
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Click "Sync"
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Enter the Sage Intacct Company ID, User ID (webservice user ID created for FollowUp) and Password (the one for the webservice user, received via email). The company ID will be the company ID associated with the Sage Intacct account.
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Click "Save Changes"
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Select Entity on Sage Intacct to Sync with
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