Installing the Sage Intacct Connector

The Intacct Connector for Emburse Certify is deployed as a Platform Services application and includes screens and objects to allow you to configure the integration within your Intacct environment. Additionally, there is a cloud-hosted service that connects to both Intacct and Certify to synchronize data.

This article shows Certify Administrators how to install and assign permissions within the Sage Intacct Connector. 

Pre-requisites

1. Enable the following services inside your Intacct platform

  • Platform Services
  • Web Services
The Connector will use Intacct web services to read and write data to and from Intacct. The amount of calls to the Intacct API will depend upon the volume of data that needs to be sent in and out of Intacct and you need to ensure that you have the correct Intacct Level of Service to meet your volume needs for the Emburse Certify Connector and any other integrations that use Intacct web services.

2. Reach out to a Certify representative to enable the Disable Earlier Processing Date feature for your account. This prevents expense reports from being processed with a past posting date.

3. Generate a Certify API Key and Secret. Both the key and secret will be needed when registering the connector.

Install the Platform Services Application

Log into Intacct as a user that has permission to install a platform application and select Platform Services. Next, select Applications. Then, click Install From XML and select the provided package to upload. Intacct will install the application.

You can obtain the required XML package from your Certify representative.

Install in Intacc

Web Service Authorization

Permissions must be set up in Intacct for the integration. To grant Emburse Certify access to the company, select Company and then Setup.

Attachment

Next, select Company and select the Security tab, then click Edit.

Scroll to the Web Services Authorization section. If you do not see Certify listed as a Sender ID, click Add and enter the following:

Sender ID: Certify; Description: Certify Connector; Status: Active

Click Save and then Save again to update the company record. This may take a few moments to update.

Creating Roles - Certify Integration Role

Roles must be created for the web service user, starting with the Certify Integration role. This role will be used to set the permissions for the web service user that will be used by the connector.

If your Intacct environment does not use roles, you will need to set these permissions directly against the web service user that you will create.

1. Select Company, then select the Admin tab and finally select Roles. Click Add to add a new role with the details below

Name: Certify Connector; Description: Connector for Certify

2. Click Save to create the role. Intacct will then take you to the subscriptions for the role.

3. Find the Emburse - Certify module and click Permissions. Enable all permissions for this role and click Save.

Enable Permissions

4. Locate the Accounts Payable module and click Permissions. Assign the following permissions and Save:

  • Vendor invoices (or AP purchase invoices) - List/View/Add
  • Vendor (or Supplier) - List/View
  • Vendor types (or Supplier types) - List/View
  • AP purchase invoices - List/View/Add/Post
  • Manual payment - List/View/Add
  • Tax detail - List/View

5. Locate the Company module and click Permissions. Assign the following permissions and Save:

  • Class - List/View
  • Departments - List/View
  • Employees- List/View
  • Locations - List/View
  • Entities - List/View
  • Attachments - List/View/Edit
  • Attachment Folders - List/View/Add

6. Locate the General Ledger module and click Permissions. Assign the following permissions and Save:

  • Accounts - List/View
  • Journal Entries - List/View/Add

7. Locate the Taxes module and click Permissions. Assign the following permissions and Save:

  • Tax Solutions - List/View

8. Locate the Accounts Receivable module and click Permissions. Assign the following permissions and Save:

  • Customers - List/View

9. Locate the Projects module and click Permissions. Assign the following permissions and Save:

  • Projects - List/View
  • Tasks - List/View

10. Locate the Cash Management module and click Permissions. Assign the following permissions and Save:

  • Credit Card Accounts - List/View
  • Credit Card Transactions - List/View/Add

11. Locate the Inventory Control module and click Permissions. Assign the following permissions and Save:

  • Items - List/View

12. Click Save to save all permissions for this role.

Creating Roles - Certify Administrator Role

A second role will be required for users that will review any integration logs or messages. From the Company menu, select Admin and then Roles. Click Add and enter the detail below before clicking Save:

Name: Certify Admin; Description: Certify Administrators

Find the Emburse - Certify module and click Permissions. Enable all permissions for this role and click Save.

Enable Role Permissions

Web Service User

A Web Service User is required for the integration. This is the user account that the connector will use to connect to Intacct. 

1. From the Company menu, select Admin and then select Web Service User.

2. Click Add to create the user.

3. Name the account. The name is not relevant, however you will need to use this name later to complete the connector setup. Please note the following:

  • The user type must be Business
  • Admin Privileges do not need to be assigned

User ID: Certify; Last name: Connector; First name: Certify; User name: Certify Connector; User type: Business; Admin privileges: Off; Status: Active

4. Select the Roles tab and add the role that was created earlier.

Select Certify Connector Role

5. Click Save. You will receive an email from Intacct with the new user's password.

Attachments Folder

When an expense report imports to Intacct, receipt images will be attached to the transaction. To facilitate this process, an attachment folder will need to be created.

1. From the Company application menu, select Setup and then select Attachment Folders.

2. Click Add and enter the details below.

The folder must be named exactly as it appears in the screenshot below

Name: Certify; Description: Certify attachments

If necessary, the folder can be assigned to a parent folder.

Installation Complete

Installation is now complete! For further instructions, view our articles regarding Registering and Configuring the Sage Intacct Connector. 

Was this article helpful?