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. Company > Roles
  2. Click ADD
  3. Input a ‘Name’
  4. Click SAVE 
  5. Check the box next to “General Ledger”
  6. Click “Permissions” next to General Ledger
  7. Press “Read-Only in the top right corner.
  8. Click SAVE in the popup 
  9. Click SAVE to create the role

 

Create Web Service User 

  1. Company > Web Service User 
  2. Click NEW 
  3. Input values for these fields
    1. User ID
    2. Last name
    3. First name
    4. Email address
    5. Make sure the User Type = Business User 
  4. Click on the ‘Roles information’ tab and select the Role created in the prior step.
  5. Click SAVE 
  6. Ignore any warning that there will be a charge for creating the User

-> Create User with User-Based security

Create Web Service User 

  1. Company > Web Service User 
  2. Click NEW 
  3. Input values for these fields
    1. User ID
    2. Last name
    3. First name
    4. Email address
    5. Make sure the User Type = Business User 
  4. Click SAVE 

Add permissions to that new user 

  1. Sage Intacct will return to the list of Web Service Users
  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 could take a while, so SaaSGrid will email you when it’s complete.

Once the initial sync is complete, you can either:

  1. Click on the button in the email
  2. OR you can press “Data Sources” in the navigation menu, then “Create Data Source” in top right, and then click on the Sage logo

Both of these options should bring you to the following screen:

Simply click on “Create Sage Intacct Integration” to create your Data Source.  After a brief loading screen, you should see your Intacct data pulled in:

From here, we want to map your data from Intacct accounts & dimensions to SaaSGrid categories.  To do this, click on “Update Rules”, which will open a drawer that looks like this:

If you have consolidation enabled in Intacct, you’ll want to ignore that book (as well as any other consolidation journals).  You can then expand the Accrual book to map Intacct General Ledger (GL) Accounts to one of 4 SaaSGrid cost categories.  If you would like to map on another dimension other than GL Account (for example, department, project, class, etc.), you can add that as a grouping after “Book” in the Groupings picker.

Once you have completed this mapping, click “Save & Next”, and you’ll need to do the same thing for Cash.  The categories you can map to for cash are:  Cash Balance, Cash from Financing, and Exclude. 

Ending Cash Balance is the company’s cash balance as of the end of each month. Cash From Financing is cash you receive from fundraising that is excluded from your Burn calculations. 

Finally, click “Save & Next” and your mappings are complete. Please verify that the Expenses and Cash Balance data for each month looks correct.

You have now connected SaaSGrid to Sage Intacct! To use this Data Source in Charts, Reports, and Plans, be sure to add it as your “Accounting Source” to your Workspace: