Prerequisites for the Sage Intacct Integration

⏱️ 2 minute read

Before connecting the Sage Intacct integration, ensure you meet these basic requirements.

This article covers:

• Prerequisites
• Enabling Web Services Subscriptions

Prerequisites

You must have:

• Subscribed to Intacct Project Costing and Billing (or Grants Tracking and Billing)
• Created a Intacct company site
• Created users in Intacct
• Created departments in Intacct (optional)
• A list of your clients in Intacct
• A Forecast site - https://app.forecast.it/login

Enabling Web Services Subscriptions

To connect the Intacct integration, first create a Web Service User and subscribe to Web Services in Intacct. 

Subscribing to Web Services

Within Intacct, subscribe to Web Services and add your company's Sender ID to the allowed list.

To subscribe to Web Services

1. Log into Intacct.
2. From Applications, click Company.
3. From Admin, select Subscriptions.
4. Find Web Services and toggle on to subscribe.
   

To add your Sender ID to the allowed list

1. Log into Intacct.
2. From Applications, click Company. 
3. From Setup > Configuration, select Company. 
4. Click Edit.
5. Click on the Security tab.
6. Go to Web Services authorizations and add a Sender ID.
7. Your company’s Sender ID will be forecastISV (case-sensitive).

Creating a Web Services User

Next, create a role and a Web Services user. 

To create a role

1. Log into Intacct.
2. From Applications, click Company. 
3. From Company > Admin, select Roles. 
   
4. Click Create.
5. Name the role Forecast and click Save.
6. Select the necessary permissions for each applicable module. The minimum permissions required are defined in Sage Intacct Web Services User Permissions.
7. Click Save.

To create a Web Services user

1. Log into Intacct.
2. From Company > Admin, select Web Services users.
   
3. Click Create.
4. Input values for these fields:
   1. User ID as Forecast.
   2. Email address - Use a generic service email, not the email of any Forecast user.
   3. User Type as Business User
   4. Admin Privileges as Full
5. Click Roles information and select the role created in the previous step.
6. Click User Entities and tick Enable access to top-level.
7. Click Save.
8. Ignore any warning referencing a charge for creating the user.
9. Once the user is set up, Intacct will email login credentials to the email addressed entered for the assigned web services user. 
   
10. Ensure that your Web Services user is only used for web services to apply smart rules correctly. To prevent your smart rules from breaking, avoid performing operations via the Sage Intacct interface using the same user ID that enables the Forecast connection. See Forecast and Sage Intacct Smart Rules for more on managing Smart Rules.

Next step: Sage Intacct Web Services User Permissions