Installing and configuring Velixo NX for Sage Intacct
Created by Damien Zwillinger, Modified on Thu, 05 Oct 2023 at 09:18 PM by Damien Zwillinger
Applies to:
- Velixo NX
- Sage Intacct
IMPORTANT: before connecting Velixo NX to your Sage Intacct instance, you must first have configured Sage Intacct as described in: Sage Intacct configuration prerequisites.
Installation steps
If you haven't installed Velixo NX yet, please follow these steps: Installing Velixo NX.
Alternatively, we created this 2-minute video that covers both the installation and configuration steps, for your convenience.
Configuration steps
From the Velixo NX ribbon, click Connection Manager:

In the Connection Manager side panel, click the + Add button:

When adding a connection for Sage Intacct, the side panel includes the following:
Name: This is a friendly name for the connection, which must be unique (case does not matter). This name will be used later when building formulas that refer to this connection
Company ID: the Company within Sage Intacct from which this connection will retrieve data
Username/Password: The username and password that are used to connect to your Sage Intacct

Once Velixo NX has been added to your Excel 365 and you have established a connection to your Sage Intacct instance, you are ready to create your first reports.
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