Deployment Guide: RSM InTime - Sage Intacct Integration

First published on: 07/15/2025/7:45 pm

Create the Project

Begin by creating a new project in the customer’s development environment within the Saltbox Platform.

Import the Template

Navigate to the project’s Settings page.

Under the Template Settings section, click “Choose a Template”.

Select “Import from Template.”

In the Template Name field, choose Sage Intacct - RSM In Time - Starter Workflows

Select all workflows, connectors, and data stores, then click “Import & Configure”.

Configure API Connections

Update the Sage Intacct and RSM In Time connection details with the appropriate API credentials for the target environments.

Start the engine to validate connection settings and click “Save All” once configurations are confirmed.

RSM InTime Configuration

Navigate to Project Settings.

Open the InTime Configuration:

Select 'RSM InTime' as connection template.  Update the configuration and test the connection.

Next