Connect Sage Intacct to SaaSGrid

Before you connect Sage Intacct to SaaSGrid, there are a few steps you will need to complete. This article will guide you through the prerequisites to set up an Sage Intacct Integration.

Subscribe to Web Services

1. Company > Subscriptions 

2. Find ‘Web Services’ and click on it to Subscribe 

3. Ignore the warning about additional charges

IP Address

If you are enforcing IP address filters, add SaaSGrid’s IP Address to Sage Intacct’s allowed list. 

1. 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 SaaSGrid’s IP address: 3.227.99.15

Sender ID

Add SaaSGrid’s Sender ID to the allowed list.  

1. Company > Company Info

2. Click EDIT 

3. Click on the ‘Security’ tab

4. Go to the section labeled “Web Services authorizations” and add the Sender ID: SaaSGridMPP

Users

Instructions vary slightly depending on if your security is “Role-Based” or “User-Based”.

Create User with Role-Based Security 

Create a Role 

1. Navigate to Company > Roles and click ADD.

2. Input a name and click SAVE.

3. Check the box next to “General Ledger”

4. Click “Permissions” next to General Ledger

5. Press “Read-Only in the top right corner.

6. Click SAVE in the popup.

7. Click SAVE to create the role.

Create Web Service User 

1. Navigate to Company > Web Service User and click NEW.

2. Input values for these fields:

   • User ID

   • Last name

   • First name

   • Email address

   • Make sure the User Type = Business User 

3. Click on the ‘Roles information’ tab and select the Role created in the prior step.

4. Click SAVE. Ignore any warning that there will be a charge for creating the User

Create User with User-Based security

Create Web Service User 

1. Navigate to Company > Web Service User and click NEW.

2. Input values for these fields:

   • User ID

   • Last name

   • First name

   • Email address

   • Make sure the User Type = Business User 

3. Click on the ‘Roles information’ tab and select the Role created in the prior step.

4. Click SAVE.

Add permissions to that new user

1. Navigate to the full list of Web Service Users in your Sage Intacct instance.

2. Find your Web Service User and click on SUBSCRIPTIONS.

3. Ensure the user has read-only permission for the General Ledger module.

4. Click SAVE.

Connecting SaaSGrid to your Intacct Instance

Once you are logged into SaaSGrid, navigate to the Linked Accounts page. Click on the Link Account button under the Sage logo, which will bring up a popup:

Enter your login info and press Link.

• Company ID:  This can be found in Intacct under “Company > Company Info”

• User ID:  This is the ID of the webservice user you just created above

• User Password:  After you setup the webservice user, this password would have been emailed to you.

This will kick off a sync of your Intacct data. This can take a while, so SaaSGrid will email you when it’s complete.