Connect to Sage Intacct

Overview

This guide will walk you through establishing a connection required for the Sage Intacct integration. It is divided into four sections.

• Before You Begin
• Prepare Sage Intacct Account
• Establish Connection 
• Name Sage Intacct Applications

Section 1: Before You Begin

Sage Intacct Administrator Role

• The Customer must have the administrator role, and will need to designate Cloudsnap as an Intacct web services user who can make web services requests via Intacct's API only. This limitation provides greater security than allowing a standard Sage Intacct user to make such requests.

Important Notes

• The Customer's company must have a Web Services subscription in Sage Intacct.

Section 2: Prepare Sage Intacct Account

Task 1: Customer Enables Web Services in Sage Intacct

• Step 1: Log in to your Sage Intacct account. 
• Step 2: At the top left of your screen, click Applications to open a drop-down menu.

• Step 3: Select Company from the drop-down menu. 

• Step 4: Select Admin.

• Step 5: Select Subscriptions. 

• Step 6: Scroll down until you see the Web Services subscription. To enable Web Services, click the toggle to the right of Web Services until it turns green.

• Step 7: Click the Done button at the top right of your screen. 

Task 2: Customer Creates User in Sage Intacct

• Notes:
  • • For details, see Web Services Users in Sage Intacct website.
    • If you have a general integration Web Services business user already set up, they will need full permissions in order for the integration to be successful.

• Step 1: In Intacct, click Company under the main menu at the top of your screen.

• Step 2: Select Admin. 

• Step 3: Under Users, Roles, & Groups, select Web Services Users.

• Step 4: Click the Add button located at the top right of your screen.

• Step 5: Complete the Web Services User Information form. 
  • For User ID, create a new User ID. Do not enter a current User ID. 
  • For Contact Name, choose one of the following:
    • Select from the drop-down list of existing contacts
    • Create a new contact by clicking Add in the drop-down list
    • Choose to generate a contact from the User ID
  • The User Name field will auto-populate based on the first and last name entered. 
  • For User Type, choose Business.
  • Select Full to grant all privileges. 

• Step 6: Click the Save button at the top right of your screen. 

• Step 7: On the Web Services User Information page, select Roles Information from the sub-menu.

• Step 8: On the far right, click the plus sign button. 

• Step 9: From the drop-down menu, select Admin.

• Step 10: Click the Save button near the top right of your screen. 

Task 3: Customer Authorizes Cloudsnap in Sage Intacct

• Step 1: In Intacct, click Company under the main menu at the top of your screen.

• Step 2: Select Setup.

• Step 3: Select Company. 

• Step 4: Select Security from the submenu at the top of your screen. 

• Step 5: Click the Edit button at the top right of your screen. 

• Step 6: Scroll down until you see the Web Services Authorizations section. Click the Add button under Web Services Authorizations. 

• Step 7: The Web Services Sender Information pop-up window will appear. In the Sender ID field, enter CloudsnapMPP. 

• Step 8: Write a description in the Description field. For example, enter Paylocity Integration.

• Step 9: Verify that the Status is Active. This will allow the Sender to make Web Services requests to your company. 

• Step 10: Click the Save button at the top right of the Web Services Sender Information pop-up window.

****2 Sender IDs are required. You will need to complete steps 6-10 again, this time in the Sender ID field, enter microaccounting. 

Section 3: Establish Connection 

Task 1: Paylocity Representative Generates Link

This Task will be completed by a representative from Paylocity while on a call with the Customer. 

• Step 1: On the left menu, click/expand Integration Management.

• Step 2: Click Apps from the drop-down menu.

• Step 3: Scroll down until you see the Intacct application. Click the application icon or anywhere within the row where the Intacct application is located.

• Step 4: You will be taken to the Intacct screen. Click the App Options button on the top right of your screen.

• Step 5: Select Generate Link from the drop-down menu.

• Step 6: A link will appear under the App Options button. Copy the link by highlighting the text, right clicking, and selecting Copy.

• Step 7: At this point, Paylocity will provide the link to the Customer while on the call and keep the current Cloudsnap page open.  

Task 2: Customer Connects to Intacct

This Task will be completed by the Customer while still on the call with their Paylocity representative. 

• Step 1: Paste the link into your browser. It will take you to the Connect Paylocity to Intacct screen. Enter the fields shown in the screenshot below. Do not enter a value into the Location ID field unless the Customer needs to connect multiple Intacct Entities. 

• Step 2: Click Update App. 

• Step 3: You will see the screen below. This indicates that the credentials have been stored. 

Task 3: Paylocity Tech Services Confirms Connection in Cloudsnap

This Task will be completed by a representative from Paylocity while on the call with the Customer. 

• Step 1: After the Customer confirms that their credentials have been stored (Task 2, Step 3), click the Test Connection button in Cloudsnap at the top right of your screen. If you are no longer on the Intacct page in Cloudsnap, follow Steps 1-3 in Task 1 of this section. 
  • If successful, a green checkmark will appear to the left of the Test Connection button. 
    • If the connection succeeds, this indicates that the Intacct connection has been established, and the connection can be used for Intacct workflows.
    • If the connection fails, check and correct the Intacct credentials.

• Important Note: If there are multiple Sage Intacct Entities, it is important to immediately move to Section 4 in order to name the recently connected Sage Intacct app before connecting another Sage Intacct app. Do not connect multiple Sage Intacct apps without completing Section 4 after each connection. 

Section 4: Name Sage Intacct Applications

• Step 1: Click the vertical ellipsis to the right of the recently added Sage Intacct application that has the green check mark and has not yet been renamed. 
  • Note: Once the Intacct app is connected, the connection will be indicated by a green check mark. If the Customer has multiple Intacct apps/entities, it is important to name each app as soon as it is connected in order to avoid confusion about which Intacct apps correspond to the Intacct companies.
    • The first Intacct app has already been renamed ("Intacct - Test Company - 123456") and connected (indicated by the green check mark).
    • The second Intacct app was recently connected (indicated by the green check mark), but has not yet been renamed. 
    • The third Intacct app has not yet been connected nor renamed. 

• Step 2: Click Settings from the drop-down menu that appears.

• Step 3: You will be taken to the Edit App screen. In the first field (Name), name the Intacct application according to the naming convention below.
  • “Intacct” - <Company> - <Company ID>
  • Example:
    • Company: Test Company
    • Company ID: 123456
    • Intacct Application Name: Intacct - Test Company - 123456

• Step 4: In the Env field, select the Production environment from the drop-down menu.

• Step 5: Click the Submit button at the bottom right of your screen.

• Step 6: If the Customer has multiple Intacct companies, repeat Sections 3-4 for each company.