Sage Intacct - Setup

Instructions for setting up your Portal in a Sage Intacct environment

Sage Intacct 

Enable Web Services Feature 

Navigate to Company->Admin->Subscriptions 

Search for Web Services and make sure it is toggled on 

Add Web Services Authorizations 

Navigate to Company->Setup->Company->Security 

Click the Edit button on the right and scroll down to Web Services Authorization.  Click the Add button and add a new one with the Sender ID “North49mpp” and make sure it is set to Active.  The description is optional and you can set it to whatever works best. 

Create Web Services User 

Instructions vary slightly depending on whether security is “Role-Based” or “User-Based”.

Create User with Role-Based security

If your Intacct has 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 a Web Service User

1. Company | Web Service User
2. Click ADD
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 Role

Create User with User-Based security

If your Intacct has User based security, create a Web Service User.

1. Company | Web Service User
2. Click ADD
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

Permissions

Accounts Receivables

1. Check “Accounts Receivables” and click on Permissions.
2. Select “Read Only” at the top right
3. If the Customer Portal is also taking payments select “Add” for “Manage Payments”

Order Entry

If the Customer Portal also display orders

1. Check “Order Entry” and click on Permissions.
2. Select “Read Only” at the top right
3. If the Customer Portal is also inserting Orders select “Add” for “Order Entry Transactions”

Permissions – Administration

If the Customer Portal also display orders

1. Check “Administration” and click on Permissions.
2. Select “None” at the top right
3. Select “View” for “Company info”

Customer Portal 

Intacct Setup 

Log in to your Merchant account and navigate to Portal Settings->Intacct Setup 

Fill in your Intacct Company Id, Entity Id (if relevant) and the user/password for the Web Services User created previously in Intacct. 

Click “Save Changes” 

Congratulations your Sage Intacct and Customer Portal are now linked!