Sage Intacct Setup Guide

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ConnectBooster & Sage Intacct Deployment Guide

Overview

Use this guide for configuring ConnectBooster to synchronize with Sage Intacct. This guide includes step-by-step instructions for connecting ConnectBooster to connect a Single-Entity Sage Intacct account, at the root level.


Preparation

To perform the sync setup, you will need:

  • Full Admin access to Sage Intacct
  • Admin level access on your ConnectBooster "Internal User"  account

Sage Intacct Data Flow


Note: the arrows indicate the direction in which we pull/push data



Configuring Sage Intacct

Assure the Web Services subscription is active

1. Navigate to Company--> Admin--> Subscriptions

Create a Web Services Sync User with full permission, via manual or Role

2. Navigate to Company--> Admin--> Web Services Users

3. Select "Add" to create a dedicated user for the integration

4. Fill in the required fields.

  • Last name
  • First name
  • Email address
  • User type (set to Business)
  • Admin privileges (Full)

Note: This type of user is non-billable and is only used for the integration

5. Save to create the new Web Services User.

6. The email address used should receive a "Welcome to Sage Intacct!" notice

WARNING: Attempting to use the temporary password assigned to this account will NOT work. A permanent password must be configured before proceeding to the ConnectBooster setup portion.


7. Define a "Role" to the new Web Services User

After user creation, navigate to "Roles information". 

Assign an existing role (or create a new one), to ensure the appropriate access level.


8. Assign User Entity access

Navigate to "User entities". 

Select which specific entity this Web Service user will be used to synchronize data with. If you are operating ConnectBooster at the "Top-Level", ENABLE the tick box.


9. Add ConnectBooster as a trusted SenderID for Web Services

Navigate to Company--> Company Info --> Security

Click EDIT and Add/Enter the ConnectBooster SenderID in the web authorizations area:

SenderID: 

ConnectBoosterMPP


ConnectBooster Setup

Next, within your ConnectBooster portal, navigate to Settings + Configuration + Integrations.

Select the Sage Intacct integration card

Note: if this integration does not exist for you, please contact [email protected] to have this added to your portal.

Enter in the credentials

1. CompanyID (the ID in Sage Intacct under Company Information + General)

2. User Id (WebServices Contact Name field) that was created

3. Permanent password that was set

4. Save

Next, validate the credentials via "Test Connection".

Once you see the successful confirmation toast, you should be all set! Congratulations!! 

A sync will begin within the hour, otherwise you may immediately initialize via "Sync Now".

Selecting an A/R and Undeposited Funds Accounts

Any payment made within ConnectBooster will automatically apply to the invoice in Sage Intacct. A "clearing" or holdings account where the funds are sent MUST be selected.

1. Navigate to Settings + Configurations + Billing + Accounting

2. Select your GL Accounts Receivable account

3. Select your GL Undeposited Funds account, where payments will be recorded


Selecting the Invoice Image

Utilize this function to allow your clients to view/print the identical Sage Intacct copy of your invoices.

Invoice Image Data

Click on Configurations in the top menu.  Then click on Billing in the left menu.
 In the Invoice Image Data section, check the box for Sage Intacct integration and move it to the top of the list if you have multiple sources of invoices. 

Click the Save button. 

Congratulations!! You have now setup the invoice image data.

Optional: Enabling the "Adjustments Module":

If enabling the ConnectBooster payment adjustment module, an "Adjustment Entity ID" may need to be set. First determine if you are operating with Sage Intacct at "Top-Level".

Note: Operating at "Top-Level", would mean you are leaving the main "Entity Id" field as BLANK.

If operating at "Top-level", you MUST define the Adjustment Entity Id. This determines where ConnectBooster will generate the newly calculated invoice, and apply the payment amount.

If "Adjustment Entity Id" is left blank, but you have defined the "Entity Id", ConnectBooster will default to generating the new calculated invoices into the same Entity the integration is operating with.


If you encounter issues, please don't hesitate to Contact Support.