Connect Your Intacct Account to Emburse

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.

Depending on your Sage Intacct configuration, some of these actions may not be required to run the integration.

Roles Subscriptions Permission Settings

  • Permissions

    List

    View

    Add

    Edit
    Credit Card Accounts

     

    ✅

     

     
    Credit Card Transactions

     

     

    ✅

    ✅
    Checking Accounts

    ✅

    ✅

     

     
  • Permissions

    List

    View

    Add

    Edit

    Delete
    Department

     

    ✅

     

     

     
    Entities

     

    ✅

     

     

     
    Locations

     

    ✅

     

     

     
    Class

     

    ✅

     

     

     
    Employees

     

    ✅

     

     

     
    Employee Types

     

    ✅

     

     

     
    Attachment Folders

     

     

    ✅

    ✅

     
    Attachments

     

     

     

    ✅

    ✅
    Transaction Currencies

     

    ✅

     

     

     
  • Permissions

    List

    View

    Add

    Edit
    Accounts

     

    ✅

     

     
    Journals

     

    ✅

    ✅

     
  • 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.

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