{"id":4806,"date":"2025-12-04T10:55:57","date_gmt":"2025-12-04T00:25:57","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&#038;p=4806"},"modified":"2026-01-19T11:22:44","modified_gmt":"2026-01-19T00:52:44","slug":"interfy-pre-onboarding-requirements-for-procore-to-sage-intacct-onecore-customers","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/interfy-pre-onboarding-requirements-for-procore-to-sage-intacct-onecore-customers\/","title":{"rendered":"Interfy Pre-Onboarding Requirements for Procore to Sage Intacct OneCore Customers"},"content":{"rendered":"\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1210\" height=\"440\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/07\/2025-07-08-14_34_52-Manage-users-1.png\" alt=\"\" class=\"wp-image-4156\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/07\/2025-07-08-14_34_52-Manage-users-1.png 1210w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/07\/2025-07-08-14_34_52-Manage-users-1-300x109.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/07\/2025-07-08-14_34_52-Manage-users-1-1024x372.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/07\/2025-07-08-14_34_52-Manage-users-1-768x279.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/07\/2025-07-08-14_34_52-Manage-users-1-50x18.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/07\/2025-07-08-14_34_52-Manage-users-1-60x22.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/07\/2025-07-08-14_34_52-Manage-users-1-100x36.png 100w\" sizes=\"auto, (max-width: 1210px) 100vw, 1210px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Create a new user in your Procore instance with the email address: support@interfy.com.au<\/li>\n\n\n\n<li>Allow this user \u2018administrator\u2019 access at the company level, using the below screenshot as a guide. This will allow us to create the necessary service account with permissions and also assist us when we troubleshoot and provide support.<figure><a href=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-102.jpeg\"><img loading=\"lazy\" decoding=\"async\" width=\"1218\" height=\"307\" class=\"wp-image-895\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-102.jpeg\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-102.jpeg 1218w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-102-300x76.jpeg 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-102-1024x258.jpeg 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-102-768x194.jpeg 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-102-50x13.jpeg 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-102-60x15.jpeg 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-102-100x25.jpeg 100w\" sizes=\"auto, (max-width: 1218px) 100vw, 1218px\" \/><\/a><\/figure><\/li>\n\n\n\n<li>Although not required, to assist us in with troubleshooting please allow this user &nbsp; access to all existing projects and any newly created ones with admin permissions:<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-103.jpeg\"><img loading=\"lazy\" decoding=\"async\" width=\"1203\" height=\"238\" src=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-103.jpeg\" alt=\"\" class=\"wp-image-896\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-103.jpeg 1203w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-103-300x59.jpeg 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-103-1024x203.jpeg 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-103-768x152.jpeg 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-103-50x10.jpeg 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-103-60x12.jpeg 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2019\/10\/word-image-103-100x20.jpeg 100w\" sizes=\"auto, (max-width: 1203px) 100vw, 1203px\" \/><\/a><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">SAGE INTACCT ONBOARDING TASKS<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">Step 1: Add OneCore as Web Services User<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Provide your <strong>Sage Company Id<\/strong> to support@interfy.com.au.<\/li>\n\n\n\n<li>Please add OneCore Support with the email address: support@interfy.com.au as Web Services User by navigating to <strong>Company > Admin > Web Services Users.<\/strong><\/li>\n\n\n\n<li>Select &#8220;Business&#8221; for User Type and &#8220;Full&#8221; for Admin privileges<\/li>\n\n\n\n<li>Add Role of Admin for this User.<br><figure><img loading=\"lazy\" decoding=\"async\" width=\"296\" height=\"300\" class=\"alignnone size-medium wp-image-4810\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-82-296x300.png\" alt=\"\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-82-296x300.png 296w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-82-768x777.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-82-50x50.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-82-60x60.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-82-100x100.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-82.png 976w\" sizes=\"auto, (max-width: 296px) 100vw, 296px\" \/><\/figure><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Step 2: Create an Intacct developer account and applications<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/developer.sage.com\/console\/organisations\" data-type=\"link\" data-id=\"https:\/\/developer.sage.com\/console\/organisations\">Go to this endpoint to create or log in your developer console and manage your applications.<\/a><\/li>\n\n\n\n<li>Select &#8220;Applications&#8221; and click on &#8220;New application&#8221;. <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"698\" height=\"584\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-124.png\" alt=\"\" class=\"wp-image-5003\" style=\"aspect-ratio:1.195224915429562;width:380px;height:auto\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-124.png 698w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-124-300x251.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-124-50x42.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-124-60x50.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-124-100x84.png 100w\" sizes=\"auto, (max-width: 698px) 100vw, 698px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In &#8220;Details&#8221; tab, complete the fields as follows:<\/li>\n<\/ul>\n\n\n\n<p><strong>Application Name<\/strong>: OneCore Sage Intacct APP<\/p>\n\n\n\n<p><strong>Terms and conditions URL<\/strong>: <a href=\"https:\/\/interfy.com.au\/privacy-policy\/\">https:\/\/interfy.com.au\/privacy-policy\/<\/a><\/p>\n\n\n\n<p><strong>Homepage<\/strong>: <a href=\"https:\/\/interfy.com.au\/\">https:\/\/interfy.com.au\/<\/a><\/p>\n\n\n\n<p><strong>Contact email address<\/strong>: fill as needed<\/p>\n\n\n\n<p><strong>Description<\/strong>: fill as needed<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"684\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-130-1024x684.png\" alt=\"\" class=\"wp-image-5018\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-130-1024x684.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-130-300x200.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-130-768x513.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-130-50x33.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-130-60x40.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-130-100x67.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-130.png 1099w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In &#8220;Connection&#8221; tab, complete the fields as follows:<\/li>\n<\/ul>\n\n\n\n<p><strong>Redirect URIs<\/strong>: <a href=\"https:\/\/onecore-intacct.interfy.com.au\/UserSettings\/SageOAuth\">https:\/\/onecore-intacct.interfy.com.au\/UserSettings\/SageOAuth<\/a><\/p>\n\n\n\n<p><strong>Intacct Web Services License Password<\/strong>: enter the password<\/p>\n\n\n\n<p><strong>Client Scope<\/strong>: Production<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"896\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-132-1024x896.png\" alt=\"\" class=\"wp-image-5025\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-132-1024x896.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-132-300x263.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-132-768x672.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-132-50x44.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-132-60x53.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-132-100x88.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-132.png 1099w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Step 3: Set Sage Intacct Credentials in OneCore<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to Connects in OneCore and Click &#8220;Set Credentials&#8221;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"239\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-135-1024x239.png\" alt=\"\" class=\"wp-image-5041\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-135-1024x239.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-135-300x70.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-135-768x179.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-135-50x12.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-135-60x14.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-135-100x23.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-135.png 1490w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Complete this form and Save Changes. <\/li>\n<\/ul>\n\n\n\n<p><em>NOTE: Sage Client Id and Secret are from your Intacct application that was created in Step 2<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"568\" height=\"439\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2025\/12\/image-137.png\" alt=\"\" class=\"wp-image-5043\" style=\"width:393px;height:auto\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-137.png 568w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-137-300x232.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-137-50x39.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-137-60x46.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2025\/12\/image-137-100x77.png 100w\" sizes=\"auto, (max-width: 568px) 100vw, 568px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Step 4: Configure Platform Services Trigger (Live Sync Transaction)<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A step by step guide will be sent by the onboarding team and assistance provided during the onboarding call.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">PROCORE COST CODES AND SAGE COST<br>CODES<\/h3>\n\n\n\n<p>Ensure that all Procore Standard Cost Codes have an equivalent Sage Standard Cost Code catalog that it can be mapped to. This is a key requirement in ensuring transactions can be processed between both systems without issue.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">MERGE DUPLICATE PROCORE COMPANY VENDORS<\/h3>\n\n\n\n<p>Removing duplicate company vendors from Procore is a recommended task as this will eliminate confusion when mapping to Sage vendors and customers.<\/p>\n\n\n\n<p>A step by step guide is provided in the following link.<\/p>\n\n\n\n<p><a href=\"https:\/\/support.procore.com\/products\/online\/user-guide\/companylevel\/directory\/tutorials\/merge-companies\">https:\/\/support.procore.com\/products\/online\/user-guide\/companylevel\/directory\/tutorials\/merge-companies<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>MERGE DUPLICATE SAGE INTACCT CUSTOMERS<\/strong><\/h3>\n\n\n\n<p>Removing duplicate customers in Sage is a recommended task as this will eliminate confusion when mapping to Procore company vendors.<\/p>\n\n\n\n<p>A step by step guide is provided in the following link.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.intacct.com\/ia\/docs\/en_AU\/help_action\/Accounts_Receivable\/Setup\/Customers\/remove-a-duplicate-customer.htm\">https:\/\/www.intacct.com\/ia\/docs\/en_AU\/help_action\/Accounts_Receivable\/Setup\/Customers\/remove-a-duplicate-customer.htm<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">CONTACT INTERFY SUPPORT<\/h3>\n\n\n\n<p>Once these tasks have been completed, contact us (support@interfy.com.au) to continue with getting the integration up and running.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>SAGE INTACCT ONBOARDING TASKS Step 1: Add OneCore as Web Services User Step 2: Create an Intacct developer account and applications Application Name: OneCore Sage Intacct APP Terms and conditions URL: https:\/\/interfy.com.au\/privacy-policy\/ Homepage: https:\/\/interfy.com.au\/ Contact email address: fill as needed Description: fill as needed Redirect URIs: https:\/\/onecore-intacct.interfy.com.au\/UserSettings\/SageOAuth Intacct Web Services&#8230;<\/p>\n","protected":false},"author":18,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[127,128],"ht-kb-tag":[47,133,89],"class_list":["post-4806","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-faq-intacct","ht_kb_category-intacct-onboarding","ht_kb_tag-check","ht_kb_tag-intacct","ht_kb_tag-onboarding"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4806","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=4806"}],"version-history":[{"count":2,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4806\/revisions"}],"predecessor-version":[{"id":5192,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4806\/revisions\/5192"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=4806"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=4806"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=4806"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}