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.