The Emburse Intacct Connector leverages web services and web service users to connect your Intacct account with your Emburse account. Follow the steps below to configure the necessary services and users in Intacct to connect your two systems.
1. Enable Web Services
1. Log into Sage Intacct as an administrator.
2. Select Applications > Company > Setup > Company.
3. Click on the Security tab, then click Edit.
4. Scroll down to the Web Services Authorizations section and click Add.
5. Enter "EmburseMPP" in the Sender ID field and, if desired, add a Description.
6. Click Save.
2. Create a Web Services Role with Required Permissions
1. Select Applications > Company > Admin > Roles.
2. Click Add to create a new role.
3. In the Name field, enter "Emburse Integration Role" and, if desired, add a Description.
4. Click Save.
5. On the Roles Subscriptions page check the following roles to enable them.
- Cash Management
- Company
- General Ledger
- Accounts Payable
- Projects
- Accounts Receivable
- Expenses
- User-Defined Dimensions
6. Now, for each module, click Permissions and set them as show in the tables below.
Roles Subscriptions Permission Settings
Permissions List View Add Edit Credit Card Accounts Credit Card Transactions Permissions List View Add Edit Delete Department Entities Locations Class Employees Employee Types Attachment Folders Attachments Transaction Currencies Permissions List View Add Edit Accounts Permissions List View Add Edit Post Vendors Bills Permissions List View Add Edit Projects Permissions List View Add Edit Customers Projects Permissions List View Add Edit Expense Summaries Add Expense Edit Expense Employees Expense Types Permissions None Read Only All Edit Objects
7. On the Roles Subscriptions page click Save.
3. Create a Web Services User
1. Select Applications > Company > Admin > Web Service Users.
2. Click Add.
3. Fill in the fields with the following data.
- User ID: Emburse_Integrations
- Account Email Address: Use a generic or integration-specific email address
- Contact Name: Web Services, Emburse Integration
- User type: Business
- Admin privileges: Limited
- Role: Select the custom role you created in Step 2
4. Click Save.
4. Connect Your Sage Intacct Account to Emburse
Now that you have created your web service user and assigned all the necessary permissions, follow the instructions in Configure the Emburse Intacct Connector to enter the web service user's credentials to connect Sage Intacct to Emburse in the configuration interface.