Embedding SEI into Sage Intacct

Sage Intacct users can use SEI embedded in their ERP, which includes administration functions, dashboards, reports, and the web workbook.

Prepare the HTTPS URL

To embed SEI in Sage Intacct, you first need to have the SEI URL that will be uses for the embed. This URL should be HTTPS and can be obtained by following the steps below.

1. To embed the main SEI web interface, you can copy the HTTPS URL as-is, as show below.

   

2. To embed a specific view or dashboard from SEI, you need to open the desired view or dashboard in SEI and select the View External Link option under Sharing in the side panel. This will open the view in a new tab from which you can copy the URL to use within Sage Intacct.

   

3. Once you obtain the SEI HTTPS URL, you need to configure the security settings within Sage Intacct. To do this, go to Applications, click on Company, and select the Security tab.

   

4. At the bottom of the screen on the Security tab, you must enter the HTTPS URL of the SEI web interface in order to have it added as an allowed domain within Sage Intacct. Once added, click Save.

   

Adding the SEI Web Application

1. Go to Applications > Dashboards, and select the (+) Dashboard button.

   

2. Fill in the information as follows to create a new dashboard.

   

3. Click on the + button on the right hand side to add the SEI smart link.

   

4. Select Smart Links from the drop-down menu. Select Fetch and fill in the fields.

   For the URL, enter your own SEI URL if you have it installed On Premise.

   

Following these steps will have configured the embed of SEI in Sage Intacct (see images below for reference).

You can also embed specific Reports, Dashboards, and Web Workbooks by following these same steps.

Embedding SEI within an existing Sage Intacct screen

1. To embed SEI within an existing Sage Intacct screen, go to Application > Platform Services and select the option Smart Link Fetches.

   

2. Select the object name where you would like to embed the SEI view, and then click Next.

   

3. Enter the URL of the view you would like to embed (see Preparing the HTTPS URL section above).

   Specify the height and width of the view and click Next.

   

   Note

   It is important to note that while embedding a specific view in Sage Intacct, you need to add the filter in order to pass the value from SEI to Sage Intacct for it to display the right information based on the selection made within Sage Intacct. In the example below, a filter was added to pass the value from a SEI data model and field name to the field in Sage Intacct.

   Example filter: f=[Arinvoice_1.Customerid]='{!CUSTOMER.CUSTOMERID!}'

   

4. Enter the Label and Smart Link ID, and select the tab where the field appears, then click Done.

   

5. Go to Applications > Accounts Receivable, select (+) Customers.

   

6. Click on View to see more information on a specific customer.

   

7. Click on the tab you created using Smart Link Fetches to view the SEI report embedded within.