Sage Intacct Pre-Requisite tasks

What to set up in Sage Intacct before your first upload to Validis

Before you can upload your data, Sage Intacct needs to be set up to allow Validis to read it. There are four things to do: authorise Validis as a sender, enable web services, create a web service user, and give that user the right permissions. This is a one-time setup, done in Sage Intacct rather than in Validis.

Before you start

• Make sure you have Top-level administrator access within the Sage Intacct portal.
• Multi base currencies are enabled, if you use them. To check, go to Company, then Subscriptions, then Multi Entity Console, select Configure, and view Enable multiple base currencies.

On this page:

• Sender ID for Sage Intacct API access
• Enable Web Services
• Creating the Web Service User
• Web Service User Permissions
• Full Web Service User Permissions List

Sender ID for Sage Intacct API access

Step 1

Sign in to your company

Sign in to your company in Sage Intacct.

Step 2

Open the company configuration

Go to Company, then Setup, then Company. You need Top-level administrator access to see the company configuration.

Step 3

Add Validis to the authorization list

Select the Security tab and scroll down to Web Services authorizations. Add a new record to the authorization list, using Validis Holdings as the Sender ID, then save.

Enable Web Services

Step 4

Open your subscriptions

Select Company, then Admin, then Subscriptions.

Step 5

Enable Web Services

Enable Web Services.

Creating the Web Service User

Step 6

Open Web Service Users

Go to Company, then Admin, then Web Service Users.

Step 7

Add the user

Select Add to start creating the user.

Step 8

Fill in the DataShare user details

Every field on the form must be completed: User ID, Last name and First name, Email address, Contact name, User name, User type, Admin privileges, and Status. Use exactly these values to set up the DataShare user.

Step 9

Add the contact name

The user needs a contact record. In the Contact name field, select the dropdown and select Add.

Enter these details, then select Save.

Step 10

Add a role

Go to the Role section, select the dropdown, and select Add.

You can name the role whatever you like. Enter the name, then select Save.

Step 11

Save the user

With all the fields filled in, select Save. The DataShare web service user is now created, and you should receive an email from Sage Intacct with the upload credentials.

Web Service User Permissions

The new user now needs permissions. How you grant them depends on whether your company is configured for role-based or user-based permissions.

Go to Company, then Admin, then Web Service Users, and open the Permissions and Roles report. From there, go to Roles, then Admin.

• Role based permissions. Assign the user a role with the correct permissions. You can use the default Admin role, or create a new one.
• User based permissions. Amend the user's permissions directly.

Either way, make sure the web service user has access to the following modules. All the required permissions sit within these six.

• Administration
• Cash Management
• Company
• General Ledger
• Accounts Payable
• Accounts Receivable

If you want to set the permissions exactly, rather than granting the whole modules, the full permission list sets out what to enable and what to switch off.

To see the permissions a user already has, go to Company, then Admin, then Web Service Users, and select View Permissions and Roles.

Full Web Service User Permissions List

For each module below, select All permissions, then disable the permissions listed. Anything not listed stays enabled.

Administration

Company

Cash Management

General Ledger

Accounts Payable

Accounts Receivable