...
· Enable the Web Services subscription using Company > Admin > Subscriptions. Find 'Web Services and make sure to click on Subscribe. Note: Ignore the warning about additional charges.
...
· Authorize your Web Services sender ID for the company.
...
How to add web service users?
Instructions vary slightly depending on the client defining their security as “Role-Based” or “User-Based”.
Create User with Role-Based security
Create a Role
Company → Roles
Click ADD
Input a ‘Name’
Click SAVE
Click on the necessary Permissions for each applicable module
Click SAVE
...
Create Web Service User
Company → Web Service User
Click NEW
Input values for these fields
User ID
Last name
First name
Email address
Make sure the User Type = Business User
Click on the ‘Roles information’ tab and select the Role created in the prior step.
Click SAVE
Ignore any warning that there will be a charge for creating the User
...
Create User with User-Based security
Create Web Service User
Company --> Web Service User
Click NEW
Input values for these fields
User ID
Last name
First name
Email address
Make sure the User Type = Business User
Click SAVE
Add permissions to that new user
Sage Intacct will return to the list of Web Service Users
Find your Web Service User and click on SUBSCRIPTIONS
Click on the necessary Permissions for each applicable module
Click SAVE
...
(review the following for additional information https://www.intacct.com/ia/docs/en_US/help_action/Administration/Users/web-services-only-users.htm?cshid=Web_services_users)
IP Address
Add your company’s IP Address to Sage Intacct’s allowed list. [This is the IP address from which you will launch API requests]
Company --> Company Info
Click EDIT
Click on the ‘Security’ tab
Go to the field labeled “Enforce IP address filters” and click the Edit icon
...
References:
https://developer.intacct.com/web-services/
...