Installation Progress

1. Configure Sage Intacct
2. Create the source connections
3. Create the destination connection
4. Configure the global variable
5. Import the extractions
6. Synchronize the account balance
7. Schedule the extractions
8. Set up the data source in SEI
9. Configure Sage real‑time finance
10. Import the template
11. Add custom fields (Optional)

Configure Sage Intacct

Before integrating Sage Intacct with SEI, complete several configuration steps to set up reliable data synchronization, reporting, and user security. Each step below covers a requirement for accurate, automated analytics in the environment.

Setup Step	Description
Configure user security	Grant Web Service and transaction users the needed access to read the data from Sage Intacct and access the Audit Table for data sync and deletion tracking.
Synchronize GL Account Balance	Create reporting periods in Intacct for each year you want to report on, allowing DataSync to read account balances.

Configure user security

Activate the subscription

1. Click the home icon in Sage Intacct.
2. Select the Applications tab to open the dropdown menu.
3. Under Company, select the Admin tab.
4. Click Subscriptions.
5. Find Web Services in the list and enable it.
6. Click Subscribe to confirm.

Give access to Sage Intacct

important

The Web Services functionality in Sage Intacct requires a Web User License for external access. Make sure you have obtained a Web User License from Sage Intacct to use with SEI.

1. Click the home icon and select the Applications tab.
2. Under Company, click Overview at the top right.
3. On the Company page, click Company information.
4. Select the Security tab and click Edit at the top right.
5. Under Login settings, click Manage filters.
6. In the Username field, enter the company ID provided by Sage Intacct. This is the same value you use to log in.
7. Click Add. The IP address filter dialog appears.
8. In the Username dropdown, select the same username.
9. In the Start IP address and End IP address fields, enter the IP address provided by the SEI team.
10. Click Save and close the dialog.
11. Under Web Services authorizations from the Security tab, click Add.
12. In the Sender ID field, enter NectariMPP.
13. Click Save.

Configure a role for the web service user

1. Click the home icon and select the Applications tab.
2. Under Company, select the Admin tab.
3. Click Roles.
4. Click Add at the top right.
5. In the Name field, enter SEI.
6. Click Save. The Roles subscriptions screen opens.
7. Check Application or module to select all subscriptions below it.
8. Click the Permissions link next to Administration.
9. Next to Permission at the top right, choose Read only and click Save.
10. Repeat the permissions steps for each module listed so that DataSync can retrieve the necessary data from Sage Intacct.
11. Once complete, click Save at the top right.

Create a web service user

1. Click the home icon and select the Applications tab.
2. Under Company, select the Admin tab.
3. Click Web Services users.
4. Click Add at the top right.
5. Enter the User ID and Account email address.
   
6. Select the Contact name from the dropdown list.
7. Under User type, make sure Business is selected.
8. Under Admin privileges, select Limited.
9. Under Role, click a line and select SEI from the dropdown list.
10. Click Save at the top right, then select Create in the confirmation dialog.
11. Enter your own password used to log in to Sage Intacct and click Verify.
    Sage Intacct sends a confirmation email with the credentials for the new user.

Configure access to audit tables

1. Click the home icon and select the Applications tab.
2. Under Company, select the Admin tab, then click Roles.
3. Select the Subscriptions tab for the SEI role.
4. Under Platform Services Permissions, make sure the List and View permissions are enabled for Custom Reports.
5. Click the home icon and select the Applications tab.
6. Under General Ledger, select the Setup tab, then click Configuration.
7. Under Accounting Settings, in the Subledger transactions posted to GL section, check Enable auditing of transactions posted from subledgers.

Synchronize GL Account Balance

To let DataSync read GL account balances directly from Sage Intacct, create a Reporting Period for each year you want to report on in SEI.

1. Click the home icon and select the Applications tab.
2. Under General Ledger, select the Setup tab.
3. Click Reporting periods.
4. Click Add at the top right.
5. In the Reporting period information, fill out the fields:
   
   • Name: Enter Nectari Opening 20XX
   • Column header: Enter Nectari Opening 20XX
   • Start date: Enter 01/01/20XX
   • End date: Enter 12/31/20XX
6. Click Save.
7. Repeat these steps for each reporting year needed in SEI. DataSync can then pull opening balances into your financial reports.

Create the Source Connections →