Requirements
You must use an active Sage Intacct Web Services developer license (Platform Services module). DATABASICS' sender id (“DATABASICS”, see example below) and password allows DATABASICS to post data to Intacct with a credentialed 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.
In addition, the administrator for the target company must:
· 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.
· Create your user ID. Typically, this will be a Web Services user account, which does not include UI access (see Web Services users in the Sage Intacct product help). Web Services users exchange information programmatically with the Sage Intacct via Web Services API calls. Web Services users are automatically limited to the API through Web Services access only, meaning they can't log in to your company through the UI. Additionally, a Web Services user does not grant you access to use Web Services itself. A Web Services sender ID is an additional credential which is required to send requests to a Web Services endpoint. A sender ID can be authorized for more than one company and can be tracked through an audit history report. You can obtain a sender ID by contacting your Sage Intacct account representative.
How to add web service users?
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.
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)
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
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
Content Security Policy
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.
References:
https://developer.intacct.com/web-services/