Configuration in 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 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 Nectari 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.
    

    

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 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. Once this is done, click 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 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.

   

6. Once this is done, click the Role Information tab.

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

   

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

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 Save to finish.