---
title: "Before you connect Sage for Administrators - Payhawk Help Center"
slug: "before-you-connect-payhawk-and-sage-intacct"
description: "Prepare before connecting Payhawk spend management to Sage Intacct: review prerequisites, check your chart of accounts and required permissions for your users."
updated: 2026-10-20T14:13:49Z
published: 2026-10-20T14:13:49Z
canonical: "payhawk.com/before-you-connect-payhawk-and-sage-intacct"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://payhawk.com/help/llms.txt
> Use this file to discover all available pages before exploring further.

# Before you connect Payhawk and Sage Intacct

Before [connecting Payhawk and Sage Intacct](/help/connecting-payhawk-to-sage-intacct), you need to set up the prerequisites and ensure your users have the right permissions.

The prerequisites include the following requirements:

1. [Subscribe to Web Services](/help/before-you-connect-payhawk-and-sage-intacct#h_aea1801a28)
2. [Add the IP address (if required)](/help/before-you-connect-payhawk-and-sage-intacct#h_b452df026d) and [the Sender ID](/help/before-you-connect-payhawk-and-sage-intacct#h_78a5eb4ec7)
3. [Create your user and set permissions](/help/before-you-connect-payhawk-and-sage-intacct#h_af9062ca01)

## Subscribe to Web Services

1. Go to **Company** > **Subscriptions**.
2. Find **Web Services** and click on it to subscribe.

### IP address

If your company restricts connections based on the IP address, add Payhawk’s IP addresses to Sage Intacct’s allowed list.

Add the IP addresses:

1. Go to **Company** > **Company Info**.
2. Click on **EDIT**.
3. Click on the **Security** tab.
4. Go to the field labeled **Enforce IP address filters** and click on the **Edit** icon.
5. Add separately these IP addresses: 35.187.30.204, 34.140.176.56, 34.76.5.45, 130.211.107.143, 34.38.90.253, 34.76.95.129.

### Sender ID

Add **payhawkMPP** to the allowed list:

1. Go to **Company** > **Setup** > **Company**.
2. Click on **EDIT**.
3. Click on the **Security** tab.
4. Go to the section labeled **Web Services authorizations** and add the Sender ID **payhawkMPP**.
5. Click on **SAVE**.

![Web Services authorizations in Sage Intacct with the list of sender IDs.](https://cdn.payhawk.com/Adm%3AIntegrations%3ASage%20Intacct/sage_intacct_web_services_authorizations_20261016_ai.png)

## Create a user and set roles and permissions

The instructions for permissions vary slightly depending on the client's general settings for the permission type. The permission type can be either **Role-Based** or **User-Based**.

### Users with role-based permissions

To create a user role:

1. Go to **Company** > **Roles**.
2. Click on **ADD**.
3. Input the name of the role, for example, **Payhawk role**.
4. Click on **SAVE**.
5. Click on the necessary permissions for each applicable module:
  - Administration (All)
  - Company (Read)
  - Cash Management (All)
  - General Ledger (All)
  - Accounts Payable (All)
  - Taxes (Read) (required if you’re going to be using Taxes)
  - Time and expenses (All)
  - User-defined dimensions (required if you’re going to be using User-defined dimensions)
  - Projects (Read) (required if you’re going to be using Projects and Customers)
6. Click on **SAVE**.

![Company menu in Sage Intacct with Roles under Users, roles, and groups on the Admin tab.](https://cdn.payhawk.com/Adm%3AIntegrations%3ASage%20Intacct/sage_intacct_company_admin_roles_20261016_ai.png)

### Web service users

​To create a web service user:

1. Go to **Company** > **Web Services User**.
2. Click on **NEW**.
3. Input values for the following fields:
  1. User ID
  2. Last name
  3. First name
  4. Email address
  5. Make sure the User Type = Business User
  6. Make sure the Admin privileges = Full
4. Click on the **Roles information** tab and select the Role created in the prior step.
5. Click on **SAVE**.

![Company menu in Sage Intacct with Web Services users under Users, roles, and groups on the Admin tab.](https://cdn.payhawk.com/Adm%3AIntegrations%3ASage%20Intacct/sage_intacct_company_admin_web_services_users_20261016_ai.png)

To edit the language preferences for the web service user:

1. Go to **Company** > **Admin**.
2. Navigate to **Web Services users** > **Preferences**.
3. Under **General preferences**, choose any of the available **English** options. Note that the web service user's language preference must always be set to **English**.
4. Click on **SAVE**.

![General preferences in Sage Intacct with the Language drop-down open.](https://cdn.payhawk.com/Adm%3AIntegrations%3ASage%20Intacct/sage_intacct_general_preferences_language_20261016_ai.png)

### Users with user-based permissions

To create a web service user**:**

1. Go to **Company** > **Web Services User**.
2. Click on **NEW**.
3. Input values for the following fields:
  1. User ID
  2. Last name
  3. First name
  4. Email address
  5. Make sure the User Type = Business User
4. Click on **SAVE**.

To add permissions to that new user:

1. Sage Intacct will return to the list of Web Service Users.
2. Find your Web Service User and click on **SUBSCRIPTIONS.**
3. Click on the necessary permissions for each applicable module:
  - Administration (All)
  - Company (Read)
  - Cash Management (All)
  - General Ledger (All)
  - Accounts Payable (All)
  - Taxes (Read) (required if you’re going to be using Taxes)
  - Time and expenses (All)
  - User-defined dimensions (required if you’re going to be using User-defined dimensions)
  - Projects (Read) (required if you’re going to be using Projects and Customers)
4. Click on **SAVE**.

![Web Services users list in Sage Intacct.](https://cdn.payhawk.com/Adm%3AIntegrations%3ASage%20Intacct/sage_intacct_web_services_users_list_20261016_ai.png)

## Useful resources

- [Connecting Payhawk and Sage Intacct](/help/connecting-payhawk-to-sage-intacct)