Installing and configuring Velixo NX for Sage Intacct

Created by Damien Zwillinger, Modified on Tue, 09 Apr 2024 at 07:27 PM by Harry Lewis

Applies to:

Velixo NX
Sage Intacct

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IMPORTANT: before connecting Velixo NX to your Sage Intacct instance, you must first have configured Sage Intacct as described in: Sage Intacct configuration prerequisites.
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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.

Please go through this step-by-step guide that will walk you through creating your very first Velixo report for sage Intacct.

Create your first Velixo report

and see our other Getting Started articles for using Velixo NX with Sage Intacct.

Installing and configuring Velixo NX for Sage Intacct

Installation steps

Configuration steps

Next

Create your first Velixo report