Audience: Accounting Manager
Summary: Reviews how to reconnect to Intacct to MineralTree
If you have been set up in MineralTree and previously synced with Intacct, but you see that it is disconnected, you will have to reconnect it using your Intacct Administrator credentials. This is usually related to changes made to the Intacct administrator user registered with the sync. This could include:
- Intacct user's password was changed
- Intacct user's permissions were changed
- Intacct user was made inactive / was deleted
To reconnect, log into MineralTree as an Accounting Manager user. Navigate to Company Profile by clicking your initials on the top right of the navigation bar.
Click on the "Connect to Intacct" in the upper left corner.
A pop-up will appear asking for an Intacct user to register for the sync. If the password was changed, you simply can enter the same user that was registered previously and their new password.
Having trouble reconnecting?
Make sure you're using the applicable Intacct credentials which you use at https://www.intacct.com/ia/acct/login.phtml. If they don't work on that login page, they won't work on this pop-up. These are distinct from your MineralTree credentials.
Note for technical users: if Intacct credentials are not working, one can check the Intacct status page (https://status.sage.com/) to check for performance degradation or outages related to Sage Intacct. These incidents on the Sage Intacct side are rare, but can prevent MineralTree from connecting when they do occur.