Requirements for Sage Intacct integration in Spend Management:

• Permissions
  • Account owners and administrators must have full permissions to manage transactions.
• Subscription plan
  • This feature is available with the Pro Plus subscription plan and have administrator credentials.
• Administrator Credentials
  • You will need administrator credentials for the integration setup.

The following steps are required to enable and configure web services for integration. These steps need to be completed in Sage Intacct.

1. Enable Web Service
   1. Log in to Sage Intacct.
   2. From the menu, find Company Admin Subscriptions.
   3. Scroll down to Web Services and toggle the switch to enable the subscription.
   4. In the pop-up window, select Subscribe.
2. Add Web Services Authorization
   1. Navigate to Company Setup Company.
   2. Select the Security tab, then Edit.
   3. Scroll to the Web Services Authorization section and select Add.
   4. In the pop-up window (Web Services Sender Information), enter the following details:
      1. Sender ID: CodatMPP
      2. Description: Connection to CodatMPP
   5. Select Save.
3. Create or Configure a Role for Integration
   1. Navigate to Company Admin Roles Add
   2. Enter the role name SM Integration
   3. Select Save
   4. Locate the newly created role in the Roles table and select Subscriptions.
   5. For each module in the Sage Intacct instance:
      1. Select Permissions.
      2. In the pop-up window, select the All radio buttons on the right.
   6. Select Save.
4. Create or Configure a Web Services User
   1. Navigate to Company Admin, select Web Services User, and click Add.
   2. Add values for these fields:
      • User ID
      • Last name
      • First name
      • Email address
      • User type (select Business)
      • Admin privileges (select Off)
      • Assign the specific entities this user needs to access for integration with Spend Management.
   3. Enable Top Level access.
   4. If user have role-based permissions, go to Roles information and assign this web service user the SM Integration role. Alternatively, an admin role can be assigned to this web service user. If an admin user is selected, update the Admin privileges to FULL.
   5. Select Save.
5. Required GL Accounts for posting
   1. Confirm that the credit card accounting information is accurately configured in Sage Intacct.
   2. Confirm the bank account general ledger account the customer will be paying form is setup accurately in Sage Intacct.

See: Spend Management Configuration for integration setup (creating procedure)