Configuration in Sage Intacct

This page explains how to create users and roles in Sage Intacct that are needed when synchronizing with DataSync. It also explains how to properly set up the Process and Delete application so that data can be successfully and accurately deleted in both Sage Intacct and DataSync.

On this page:

Create an Account in Sage Intacct

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

  1. In the upper bar, click 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 Overview located in the Company tab.



  4. In the Company page, under the Setup section, click Company Information.

  5. Go to the Security tab and click Edit.

  6. Under the Sign-in settings drop-down menu, in the Password section, click 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 log in).

  8. In the IP Address Filter Information window, click 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 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 Add.

  13. In the Sender ID field, enter NectariMPP and click 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 Sage Intacct to implement with SEI.

Create 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 Roles located in the Company tab.

  2. In the Roles page, click Add.

  3. In the Name field, enter Nectari and click Save.

  4. In the Roles Subscription page, select the Application / Module check box and click the Permissions hyperlink.

  5. In the Permissions window, click Read-Only and then 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.

  6. Click Save.

Create 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 Web Services users, located in the Company tab.



  2. In the Web Services Users page, click 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 the Role Information tab.

  2. Click one of the lines and select Nectari in the Role Name drop-down list.

  3. Click Save and then OK in the pop-up window.
  4. In the Password window, enter the password you used to log in your Sage Account and click 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.

Import Process and Delete Application in Sage Intacct

When you delete data in Sage Intacct, the Import Process and Delete application triggers a table named NecAuditDelete that removes the deleted row in DataSync as well. The Import Process and Delete application must be set up according to the following procedure in order to function properly.

Complete the following steps in Sage Intacct to import the Process and Delete application:

  1. From Platform Services, go to Application and select Install from XML: Nectari_ProcessDelete.xml. This file can be found in ShareFile.

    This creates the object NecDeleteAudit that registers the record number for each batch or transaction entry that is deleted with the triggers installed in the following step.

  2. The Role — Nectari needs permission for the object NecDeleteAudit.

  3. Users that make any updates (insert, edit, or delete) to the tables GLEntry and GLBatch must also have permission for the object NecDeleteAudit. There are two options to achieve this:

    • Option 1:

      1. Create a new role called NectariAudit. In the Nectari Permissions window, select Add to enable the Add permission.

      2. In the User information window, Add the NectariAudit role to the users.

    • Option 2:

      Rather than add roles to the individual, you can add them to the group.

GL Account Balance Synchronization

For DataSync to be able to read GL account balances directly from Sage Intacct, users must create Reporting Periods for each year that will be reported on in SEI.

To set this up in Sage Intacct:

  1. In Sage Intacct, navigate to General Ledger > Setup > Reporting Periods.

  2. Click Add to create a Reporting Period.

  3. Enter reporting period information according to the image below.

Note

It is strongly recommended that you use the standardized reporting period name "Nectari Opening <YEAR>".