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Sage Intacct

Configuring Intacct

Subscribe to Web Services

  • Go to Company > Admin > Subscriptions
  • Find Web Services and click on it to Subscribe, if this is not already enabled.
Enabling Web Services on the Company / Subscriptions page

IP address

This step only applies if your security team restricts connections to Sage Intacct based on IP addresses
If you are restricting access by IP address you may need to add the Trelica IP address:
  • Go to Company > Setup > Company and click Edit
  • Click on the Security tab
  • Go to the field labelled Enforce IP address filters, click the Edit button, and then the Pencil icon.
  • Add the IP address 104.209.158.246.

Sender ID

Add the Trelica Sender ID to the allowed list.
  • Go to Company > Setup > Company
  • Click the Edit button and click on the Security tab
  • Go the section labelled Web Services authorizations and click Add:
Add the Sender ID TrelicaMPP and click Save.

Creating a Web services user account

Do you use Role or User-based permissions in Intacct?
Depending on whether you use Role or User-based permissions, configuration is slightly different.
To find out which permissions you use, go to Company > Setup > Company Info, scroll to the Global settings block and look for the Permission type field.

Create a Role

If you use Role-based permissions, then you will first need to create a role and assign some permissions. You will then go on to create a web services user and assign this new role to the user.
If you use User-based permissions, then skip this step, and go on to Create a web services user. Once the web services user is created, you will then be asked to define the permissions for the user. Just follow the guidance in the Specifying permissions section.
  • Go to Company > Admin > Roles and click the Add button
  • Input a name for the role, e.g. Trelica Integration, and optionally a description.
  • Click the Save button

Specifying permissions

You will then be taken through to a screen where you can define permissions for the role. This screen is in two parts. The first shows the different modules. Click the Permissions button for each module listed below.
Then check the box for the relevant permissions and click Save when you are done, and move on to the next module that needs permissions setting.
Module / Type
Permission(s) to select
Company
Departments
View
Locations
View
Employees
View + Edit
General Ledger
Accounts
View
Accounts Payable
Bills
View
Adjustments
View
Time & Expenses
Expense Summaries
View Expense
When you have defined all the permissions, click the Save button.

Create a web services user

Web service users are not billable in Sage Intacct.
  • Go to Company > Admin > Web Service users and click Add
Input values for these fields:
Field
Value
User ID
XML_TRELICA
Last name
Integration
First name
Trelica
Email address
An email account you have access to. See note below.
Contact name
Choose your user account
User name
(This will be filled out automatically)
User type
Business
Admin privileges
Choose Full if you want Trelica to have the ability to deprovision users
Status
Active
If you are using Role-based permissions, click on the Roles information tab and select the role created in the prior step.
Click Save.
If you are using User-based permissions you will now need to assign the permissions described in the Specifying permissions section.

Receiving your credentials

Your password will then be sent to the email address you specify above.
The email address may not belong to an existing Sage Intacct user, which can be problematic. We suggest using an alias if you have one, or if you use Google Workspace, you can simply add a "+" prefix to the name part of your email, e.g. [email protected].

Entering your credentials into Trelica

Login to Trelica and either go to Admin > Integrations, and search for Sage Intacct, or find the the Sage Intacct application profile and click Connect.
You will be shown more details of the integration, and click Connect again:
Enter the details from the email you received in the relevant fields and click Connect:
Last modified 8mo ago