Connect Your Intacct Account to Emburse

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.

Sage Intacct Applications menu path to Company, Setup, Company

3. Select on the Security tab, then select Edit.

Sage Intacct Company information page with Security tab selected

4. Scroll down to the Web Services Authorizations section and select Add.

Web Services authorizations section with Add button

5. Enter "EmburseMPP" in the Sender ID field and, if desired, add a Description.

Web Services sender information dialog with Sender ID EmburseMPP

6. Select Save.

2. Create a Web Services Role with Required Permissions

1. Select Applications > Company > Admin > Roles.

Sage Intacct Applications menu path to Company, Admin, Roles

2. Select Add to create a new role.

Sage Intacct Roles page with Add button

3. In the Name field, enter "Emburse Integration Role" and, if desired, add a Description.

Sage Intacct Roles information form with Emburse Integration Role name

4. Select 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
Emburse Integration Role subscriptions with required modules enabled

6. Now, for each module, select 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 select Save.

3. Create a Web Services User

1. Select Applications > Company > Admin > Web Service Users.

Sage Intacct Applications menu path to Company, Admin, Web Services users

2. Select 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

Web Services user information form for Emburse_Integrations with integration role assigned

4. Select 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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