SAGE INTACCT API INTEGRATION

To complete the Sage Intacct API integration please log in to your Sage Intacct instance as an admin, and complete the following steps:

Enable Web Services

Go to Company->Subscriptions
Scroll to the bottom of the page and verify that Web Services is toggled “On”.

Create a Sender ID to make Web Services requests

Go to Company -> Setup -> Company
Click the Security > Edit tab
Under Web Services authorization, click “Add”.
In Sender ID, enter "CraftableMPP" and then click Save

Configuring Role

We can be set up as an “Admin” or have restricted permissions. If you do not mind us having admin permissions, skip to Create a Web Service User

Navigate to Company -> Admin -> Roles -> then “Add”.
Enter a Role title.
Ensure that Company, Cash Management, General Ledger, Accounts Payable, and Accounts Receivable are ticked. Then click “Permissions” next to each application or module.
Ensure “All” is selected for each Application or Module then click save. This would need to be done for Company, Cash Management, General Ledger, Accounts Payable, and Accounts Receivable.

Create a Web Services users for Craftable

Navigate to Company > Admin -> Web Services Users then click “Add”.
Under User Information, enter “Craftable”.
Under Account email address, enter “integrations@craftable.com”.
Contact name, you can either use an assisting contact or create a new one.
Select “Business” under User type.
Admin Privileges can be Limited or Full
The Role can either be “Admin” or the previously created role.
Under User Entities, ensure that we have access to all the locations needed.
Optional - If Departments or Classes are used, ensure our Web Service User has access to each department.
Press Save.

Note: Once the above steps are completed, please let our integration team members know and we can move forward on completing the rest on our side.

Top Level or Entity Level setup

If your Intacct instance supports multi-entity, you will want to decide whether you want transactions created at the entity level or the top level. If you want transactions created at the top level, simply create a user with access to all entities (don’t assign any entities to the user).

If you want to create transactions at the entity level, create a User for each Entity and assign the entity to that user.