Installing the Sage Intacct Connector

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The Sage Intacct Connector is an API-based bidirectional sync. The sync imports user, department, and entity data into Certify, and exports expense reports into Sage Intacct

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

Installing the Sage Intacct Connector

Before using the connector, 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. Additionally, this integration requires the Platform Services and Web Services subscriptions to be enabled in Sage Intacct.

Step 1: In Platform Services, 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.



Updating the Sage Intacct Connector

After installing the XML package, you can update or upgrade an existing package in Platform Services

Step 1: Select Edit to make any changes to the update, then click Save


Step 2: Once the application is updated in Platform Services, go into the Emburse Certify application menu and select Registration.  Click the Register button to register.

Please Note: Failure to complete this step may result in reduced functionality or result in errors when the integration schedule runs.

Company Settings

The Sage Intacct Connector requires a Web Service user, as well as Service Senders to process web service requests between Certify and Sage Intacct. 

Web Service Users

The connector requires a defined web service user.

Step 1: Click Web Services users under the Company application, then click Add to fill in the web service user details. 

Click Save once all the fields are entered. 

Please Note: The email address must be a valid email address, as a password is sent to the email address entered.

Step 2: Next, set the permissions for the new web service user. Permissions include the options to display record Lists, View records, Add new records, Edit records, or Delete records. 

At a minimum, the Web Services user will need the following:

Module

Object

Permissions 


Emburse Certify

See above screenshot.

See above screenshot



Accounts Payable

Vendors

List, View, Edit

Vendor Types

List, View

Tax Detail

List, View

Bills

List, View, Add, Edit


Cash Management

Credit Card Transactions

List, View, Add, Edit


Company

Locations

List, View

Departments

List, View

Tax Detail

List, View

Entities

List, View

 

Web Service Senders

The Sage Intacct Connector uses Ajax to make scripting calls within the configuration page of Certify.

Step 1: Navigate to Company >> Setup> > Company, then open the Security tab. 

Step 2: In the Web Services authorization section, click Add. 

Enter Ajax as the Sender ID, and Scripts for the Description. Click Save.

Step 3: Add an additional Web Services Sender by clicking Add

mceclip0.png

Enter Certify as the Sender ID, Certify Integration as the Description, and click Save

Assigning User Permissions 

Administrators can assign permissions of each application to a specific user or user role. 

To assign permissions to a specific user, navigate to Company >> Admin tab >> Users. 

Select the required user and click Subscriptions.  Find the Emburse Certify application and open the Permissions page, then set the permissions as indicated in the screenshot below:

Click Save when finished. 

Please Note: You may need to sign out and log back in to see the menus.

To assign permissions to a role, navigate to Company > Admin tab > Roles. From there, open the Emburse Certify Permissions page and set the permissions as outlined below: 

For more information on our Sage Intacct Connector, visit our Registering and Configuring Help Center articles. 

 

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