Enabling Intacct DATABASICS Integrations

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 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.

Open

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.

Open

·         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

1. Company → Roles

2. Click ADD

3. Input a ‘Name’

4. Click SAVE

5. Click on the necessary Permissions for each applicable module

6. Click SAVE

Create Web Service User

1. Company → Web Service User

2. Click NEW

3. Input values for these fields

   1. User ID

   2. Last name

   3. First name

   4. Email address

   5. Make sure the User Type = Business User

4. Click on the ‘Roles information’ tab and select the Role created in the prior step.

5. Click SAVE

6. Ignore any warning that there will be a charge for creating the User

Create User with User-Based security

Create Web Service User

1. Company --> Web Service User

2. Click NEW

3. Input values for these fields

   1. User ID

   2. Last name

   3. First name

   4. Email address

   5. Make sure the User Type = Business User

4. Click SAVE

Add permissions to that new user

1. Sage Intacct will return to the list of Web Service Users

2. Find your Web Service User and click on SUBSCRIPTIONS

3. Click on the necessary Permissions for each applicable module

4. 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 –

1. Company – admin - web service users

2. Edit web service user – user entities

3. 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]

1. Company --> Company Info

2. Click EDIT

3. Click on the ‘Security’ tab

4. 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:

Web Services users (intacct.com)

Web Services authorizations (intacct.com)

Sage Intacct Web Services | Sage Intacct Developer