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  1. Login into www.mydbsync.com and click on Customer Login.
  2. Enter your DBSync User Name and Password and click on Login.
  3. Once logged in, click on the "My Home" tab from the menu and click on the Launch button.
  4. Click on the Project MS 365/CRM Online & Sage Intacct.
  5. Click on the button Run Now to run the integration.
  6. You can also run the integration by clicking on the Run Now button in the specified process.
  7. The schedule button can also be used to schedule the integration.

Panel

Profile Setup 

Microsoft Dynamics 365/CRM OnlineSage Intacct

Configuration

Instructions

ConfigurationInstructions

Username

<<Username>>

User IdUser ID to connect to Sage Intacct Account

Password

<<Password>>

PasswordThe password of the Sage Intacct Account

MSCRM Soap URL

https://<<server_name>>/XRMServices/2011/Organization.svc 

Sender IDSender id is your API gateway credentials. Contact support or your account manager at Sage Intacct for more details

Auth Type

Live ID

Control PasswordApplication Control / Sender Password is your API gateway credentials. Contact support or your account manager at Sage Intacct for more details

ProxyHost

If you use a proxy server then, enter the <<proxy ip or host>>

DTD Version

Sage Intacct API DTD Version

2.1 and 3.0 DTD

ProxyPort

If you use a proxy server then, enter the <<proxy port>>

Host URL

Sage Intacct Gateway Url

we default to 'API. Sage Intacct.com'

ProxyUserName

If you use a proxy server then, enter the <<proxy username>>



ProxyPassword

If you use a proxy server then, ether the <<proxy password>>