Requirements
You must have use an active Sage Intacct Web Services developer license , which includes a Web Services sender ID and password(Platform Services module). DATABASICS' sender id (“DATABASICS”, see example below) and password allows DATABASICS to post data to Intacct with an authorized xml gateway account.
A sender ID can be authorized for more than one company and can be tracked through an audit history report.
The sender ID for DATABASICS integration needs to be set up exactly as shown below. All letters need to be caps.
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In addition, the administrator for the target company must:
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Instructions vary slightly depending on the client defining their security as “Role-Based” or “User-Based”.
Create Access for UI User
The user will be used to install the DATABASICS menu option for the extract as well as used to validate data we are pulling from Intacct into DATABASICS. This user will need to have access to the Platform Services module as well as the settings below.
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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
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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
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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
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(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)
Important note about Multi-entity setup, make sure to set the web service account with Enable Access to top-level
On the top level company –
Company – admin - web service users
Edit web service user – user entities
Unchecked Enable access to top-level Added entity that I am allowed to add to it
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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
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Content Security Policy
References:
https://developer.intacct.com/web-services/
If the intacct site Enforces content Security then we need to add the URL for the IntacctServ URL to allow JavaScript to load.
Go to Company > Company > Security > scroll to Content Security Policy and if the Enforce content security policy checked then make sure you add the URLs for DATABASICS intacct service and enable Java Script for both production and test.
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References:
Web Services users (intacct.com)