SAGE INTACCT API INTEGRATION

1. Go to Company->Subscriptions
2. Confirm Web Services is under Subscribed applications
3. If Web Services is under Applications available for subscription, click it and then click Subscribe

1. Go to Company->Company Info
2. Click the Security tab
3. Click the Edit button at the top
4. Scroll down to Web Services authorizations
5. Click the + to create a new one
6. In Sender ID, enter "CraftableMPP" and then click Save
7. Save at the top to save Company information
   
   

1. Go to Company in the menu and click the + next to Web Services Users
2. In User ID, enter “Craftable”
3. For Last name and First name you can enter “Craftable API”
4. Enter your Craftable integration manager’s email address in Email address
5. Set User type to Business
6. Click Save

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.