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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
Step 1: Enable the following services inside your Intacct platform
- Platform Services
- Web Services
Please Note: 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.
Step 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.
Step 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.
Please Note: You can obtain the required XML package from your Certify representative.
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 select Setup. Select the Security tab and 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:
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.
Please Note: 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.
Step 1: Select Company, then select the Admin tab and finally select Roles. Click Add to add a new role with the details below
Step 2: Click Save to create the role. Intacct will then take you to the subscriptions for the role.
Step 3: Find the Emburse - Certify module and click Permissions. Enable all permissions for this role and click Save.
Step 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
Step 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
Step 6: Locate the General Ledger module and click Permissions. Assign the following permissions and Save:
- Accounts - List/View
- Journal Entries - List/View/Add
Step 7: Locate the Taxes module and click Permissions. Assign the following permissions and Save:
- Tax Solutions - List/View
Step 8: Locate the Accounts Receivable module and click Permissions. Assign the following permissions and Save:
- Customers - List/View
Step 9: Locate the Projects module and click Permissions. Assign the following permissions and Save:
- Projects - List/View
- Tasks - List/View
Step 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
Step 11: Locate the Inventory Control module and click Permissions. Assign the following permissions and Save:
- Items - List/View
Step 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:
Find the Emburse - Certify module and click Permissions. Enable all permissions for this role and click Save.
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.
Step 1: From the Company menu, select Admin and then select Web Service User.
Step 2: Click Add to create the user
Step 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
Step 4: Select the Roles tab and add the role that was created earlier.
Step 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.
Step 1: From the Company application menu, select Setup and then select Attachment Folders.
Step 2: Click Add and enter the details below. Please Note: The folder must be named exactly as it appears in the screenshot below
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.