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SAGE INTACCT INTEGRATION

Craftable’s Sage Intacct API integration seamlessly syncs bill and vendor data from Craftable into your Sage Intacct accounting platform—saving time and reducing manual entry.

Setting Up Your Sage Intacct Integration - 

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

  • Create a Web Service User/Permissions (required) - steps outlined below
  • Company Id (required)
  • Location/Entity Id (required)
  • Bank Account Id (only required if using payments within Craftable)
  • Bill Image Folder Name (highly recommended - this supports image syncing)

Enable Web Services

  1. Go to Company->Subscriptions
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  2. Scroll to the bottom of the page and verify that Web Services is toggled “On”.
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Create a Sender ID to make Web Services requests

  1. Go to Company -> Setup -> Company
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  2. Click the Security > Edit tab
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  3. Under Web Services authorization, click “Add”.
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  4. In Sender ID, enter "CraftableMPP" and then click Save
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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
  1. Navigate to Company -> Admin -> Roles -> then “Add”.7th image
  2. Enter a Role title. 
  3. Ensure that Company, Cash Management, General Ledger, Accounts Payable, and Accounts Receivable are ticked. Then click “Permissions” next to each application or module.
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  4. 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.
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Create a Web Services Users for Craftable

  1. Navigate to Company > Admin -> Web Services Users then click “Add”.
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  2. Under User Information, enter “Craftable”.
  3. Under Account email address, enter “integrations@craftable.com”.
  4. Contact name, you can either use an existing contact or create a new one.
  5. Select “Business” under User type.
  6. Admin Privileges can be Limited or Full
  7. The Role can either be “Admin” or the previously created role. 
  8. Under User Entities, ensure that we have access to all the locations needed.
  9. Optional - If Departments or Classes are used, ensure our Web Service User has access to each department. 
  10. Press Save. 
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Note: Once the above steps are completed, please provide the necessary ID's to our integration team and we can move forward on completing the rest on our side.

Frequently Asked Questions (FAQs)

Does Craftable support syncing over images?

  • Yes. We would need your Intacct Admin to create an attachment folder and provide us with the exact name. The steps on how to set it up are below -
    • Company -> + Attachment Folders -> Name: Craftable -> Save

Does Craftable support Classes/Departments?

  • Yes. Craftable is capable of supporting Intacct accounts that use Classes/Departments. Please inform your integration specialist and our team can enable this functionality.

Does Craftable support syncing Vendor (Payee) codes to the line level of a bill?

  • Yes. Craftable can append the Vendor(Payee) code to the line level of the bill. Please inform your integration specialist and our team can enable this functionality.

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.