Getting Started with Sage Intacct

How to work with Sage Intacct

Is there a demo video?

Yes, here is a demo:

What are the prerequisites?

If Enforce IP address filters is activated, follow these steps:

1. In Sage, click 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.
5. Add Connex1 with IP 20.49.104.47 and Connex2 as 137.117.84.54.

How do I pair?

Create a web services user

Add Web Services User

The first step is to set up a Web Services User (WSU) in Sage Intacct. This way all of your Connex Web Services usage will be logged as one user. This also allows you to limit permissions to Connex. Select only the required permissions for your integration use case.

If you encounter 403 errors, ensure your WSU has enough permissions.

Navigate to Company > Admin > Web Services users.

On the Web Services Users page, click Add.

Fill out the required information for a Web Service User.

Field	Description
User ID	Unique identifier for this User. For example Connex
User type	User type limits the permissions available to a user. Business is recommended, this type gives unlimited access rights. Permissions can be limited later in the user settings. If you choose a different user type, make sure it has the required permissions for your integration use case.
Admin privileges	Full is recommended. Only full administrators have complete access to Platform Services features.

Click Save after completing the form.

You will get an email, after completing this form. When you pair Connex, enter the user ID and password from that email:

2. Assign Permissions to the Web Services User

You can assign admin to the web services user to give full access. This is the easiest way:

If you want to give granular permissions, follow these steps:

This step will assign Permissions to the Web Services User. 💡 REMARK: The creation of a new role is optional, if you assign the existing "Admin" role to the Web Services User.

Navigate to Company > Admin > Roles

Add a new Role by clicking the "Add" button in the top right of the screen.

Enter a "name" (description is optional) for the Role and click "Save" in the top right of the screen

After saving, the Roles Subscriptions page will be displayed.

Click on "Permissions" per Application/Module to set the required Permissions.

The permissions below are based on best-practices for allowing the "reading" of Sage Intacct data.

For "writing" data, make sure to check the "Add", "Edit", "Delete" options.

Company
Departments	List and View
Entities	List and View
Locations	List and View
Class	List and View
Reporting Periods	List and View
Territory	List and View
Attachments	List and View
Transaction Allocations	List and View
Transaction Currencies	List and View

Cash Management
Bank Transactions	List and View
Deposits	List and View

General Ledger
Journal Entries	List and View
Accounts	List and View
Account Groups	List and View
Journals	List and View

Accounts Payable
Manual Payment	List and View
Vendors	List and View
Bills	List and View
Adjustments	List and View
Posted Payments	List and View

Accounts Receivable
Customers	List and View
Invoices	List and View
Adjustments	List and View
Deposits	List and View
Posted Payments	List and View

Inventory Control
Vendors	List and View

After setting all Permissions, click "Save" in the top right of the screen.

Navigate to Company > Admin > Web Services Users.

Select "Edit" next to the Web Services User that was created in the previous step.

Navigate to the "Roles information" tab and assign the newly created Role to the Webservice User.

A "Verify your identity" pop-up will appear, which will require you to enter your password to confirm the role.

3. Authorize your Sender ID on Sage Intacct Web Services

To enable the integration, you need to grant access to the Web Service User (Connex in the example) in Sage Intacct.

Choose top level from the menu.

Navigate to Company > Setup > Company.

Go to the Security tab and click Edit.

Scroll down to Web Services authorizations and click Add. Enter connexecommerceMPP.

Click Save after completing the form.

Pair Connex

Here are the steps:

1. Log into Connex.
2. Click add a selling channel and pair a selling channel.
3. On the pair accounting system page, choose the other tab.
4. Choose Sage Intacct.
5. Complete the Connex install wizard.

In what direction can you sync?

We can perform a two way order sync. We can sync payments for paid orders. We can sync invoices to Sage Intacct. We can sync stock updates from Sage Intacct to selling channels. 

How do you match customers?

We match customers by the field customer name:

You can change the customer match in Connex settings > customer match. You can choose first name last name, company name or use a single customer. For more info, read this guide.

How do fields map?

Our software creates sales invoices. You can find sales invoices under order entry > sales invoice menu. If you want to create sales orders, please contact us about custom software development.

To map warehouse, location and department on line items contact us. Here is a list: