Settings for Sage Intacct

This page helps you set up the Sage Intacct connection.

Prerequisites
Important

To set up the connection between Sage Intacct and DataSync, you need an account with Admin Privileges (User role permissions) for Sage Intacct.

This section helps you configure the integration of Sage Intacct with DataSync so that they can communicate with each other.

  1. In the upper bar, click on the Company category and select Subscriptions located under the Admin tab.
  2. In the list, find Web Services and drag the slider to enable it. Ignore the warning about additional charges.
  3. In the upper bar, click on Overview located in the Company tab.

  4. In the Company page, under the Setup section, click on Company Information.
  5. Go to the Security tab and click on Edit.
  6. Under the Sign-in settings drop-down menu, in the Password section, click on the pencil located under the IP Filter field.
  7. In the Username field, enter the Company ID provided by Sage (the one you used to login).
  8. In the IP Address Filter Information window, click on Add.
  9. In the next window, in the Username field, select the User ID you used to log in.
  10. In the Start IP Address and End IP Address fields, enter the IP address provided by the SEI team and click on Save.
  11. Once your User Name is in the list, you can close the IP Address Filter Information window.
  12. Back to the Company Information window, scroll down to the Web Services authorizations drop-down menu and click on Add.
  13. In the Sender ID field, enter NectariMPP and click on Save.
Important  

Please note that the Web Services functionality configured in Sage Intacct requires a Web User License for external access. Therefore, a Web User License must be obtained from Intacct to implement with SEI.

Creating a Role for the User

Before creating a User, you need first to create a Role so that the User can send API requests in DataSync.

  1. In the upper bar, click on Roles located in the Company tab.
  2. In the Roles page, click on Add.
  3. In the Name field, enter Nectari and click on Save.
  4. In the Roles Subscription page, tick the Application / Module checkbox and click on the Permissions hyperlink.
  5. In the Permissions window, click on Read-Only, then on Save.

Important

Permissions must be set to Read-Only for all modules/applications listed in this page, to allow / authorize DataSync to retrieve data from Sage Intacct.

  1. Once this is done, click on Save.
Creating a User

After creating the Role, you can now create the User that will be used to authenticate the connection between DataSync and Sage Intacct.

  1. In the upper bar, click on Web Services users, located in the Company tab.

  2. In the Web Services Users page, click on Add.
  3. Fill in the User ID, Last Name, First Name and Email fields.
  4. Under the User Type section, select Business.
  5. Under the Admin Privileges section, select Full.
Note

Sage Intacct will use the email address you enter here to send you the password associated with the User ID you set.

This User ID will be used for the configuration of the connection in DataSync.

Example

Here we defined Nectari as User ID.

  1. Once this is done, click on the Role Information tab.
  2. Click on one of the lines and select Nectari in the Role Name drop-down list.
  3. Click on Save and on OK in the pop-up window.
  4. In the Password window, enter the password you used to log in your Sage Account and click on Done.
Note

Once the User has been created, it will appear in the list as shown below :

You will also receive an email from Sage Intacct containing the credentials related to this User.

Configuration of Sage Intacct is now complete, so you can now proceed with DataSync connection settings.

Settings in DataSync
  1. In DataSync, create a new Source Connection.
  2. In the list, select Sage Intacct.
  3. In the Connection Properties window:
    1. In the Description field, enter a name for this connection.
    2. Paste this URL address https://api.intacct.com/ia/xml/xmlgw.phtml into the URL field.
    3. For the User ID, Password and Company ID fields, enter the credentials you received in the email from Sage Intacct.
    4. Once these fields are filled in, change the other settings (Tracking type etc.) according to your preferences.
    5. Click on Save to finish.
Example

If we base on the User ID we created in the example (Nectari), with real information, this should look similar to this:

  1. Create a Synchronization extraction type by following the procedures described in Add an Extraction and Set Up the Extraction Panel.
  2. Follow the procedures described in Validate and Build an Extraction and Run an Extraction to retrieve data from Sage Intacct.
  3. Create a Schedule set to Incremental Load to automatically refresh the data by following the procedure described in Add a Schedule.