Setting up Sage Intacct Before Connecting to Re-Leased

This guide will walk you through the necessary setup steps in Sage Intacct before you can successfully connect it to Re-Leased. To ensure a smooth integration process, full admin privileges and user role permissions are required within Sage Intacct. We've outlined each step for you to complete the setup effectively.

Finding Your Company ID

Before starting the integration process, you will need to locate your company ID in Sage Intacct:

Navigate to Company > Setup > Company within Sage Intacct.
Your company ID will be displayed on this page. Take note of it as it will be required later on.

Finding company ID in Sage Intacct.gif

Enabling Web Services

Web Services need to be turned on to facilitate the connection between Sage Intacct and Re-Leased:

Go to Company > Admin > Subscriptions in Sage Intacct.
Locate the Web Services section and use the toggle to turn it on.

Enabling web services in Sage Intacct.gif

Configuring Web Services

Configuring Web Services is essential for the integration:

Access Company > Setup > Company > Security.
Select Edit.
In the Web Services authorizations section, add the sender ID: releasedMPP.
Set the status to active.

Configuring web services - Sage Intacct.gif

Creating a Web Services User

To enable the integration between Re-Leased and Sage Intacct, you must create a dedicated Web Services user in Intacct. This user requires a new Sage Business User license (i.e. not shared with any existing user) and must be set up with the correct permissions and roles.

Important:

This step requires a Sage Business User license.
The Web Services user must be a new user, not an existing one.
Customers will need to allocate an additional user license for this purpose.

Navigate to Company > Admin.
Click on the [+] icon next to Web Services users to add a new user.
Complete the required fields.
1. Set the User Type to Business.
2. For Admin privileges, select Full.
3. Grant the user the Admin role.
  1. If the Admin role doesn't exist, you'll need to create one and then return to this step.
  2. Note: You can optionally set up a custom role rather than granting full administration right. Follow the steps under (Optional) Create a Custom Role at the end of this article.
Save the Web Services user.
A password for this created Web Services user will be emailed to the email address provided.

With these preparations complete, you're now ready to connect Sage Intacct to Re-Leased! If you encounter any issues or have questions, please contact our support team.

(Optional) Create a Custom Role

Rather than setting up a Web Services user with administration access, a custom role can be created. Due to the nature of roles and subscriptions in Sage Intacct, this role should be set up specifically per instance.

Go to Company > Admin > Roles.
Click Create.
- Give the role a meaningful name (e.g. Re-Leased_Integration_Intacct_Role).
- Select the Roles subscriptions relevant for the integration. These can be found below. Note that based on your subscriptions, these may be different.
  - Administration (read only)
  - Company (read only)
  - Accounts Receivables (all)
  - Accounts Payable (all)
  - Cash Management (all)
  - General Ledger (read only)
  - Projects (read only)
  - Expenses (all)
  - Inventory Control (read only)
  - Order Entry (all)
  - Purchasing (all)
  - Contracts (read only)
  - Taxes (read only)
  - Time (read only)
  - Property (all)
- Click Save.
Adjust the Web Services user.
- Set the User Type to Business.
- Ensure Admin Privileges is off.
- Set the only role to be the role previously created above (e.g. Re-Leased Integration)

An example integration role can be found here (ReLeased_Integration_Intacct_Role.csv). Note that this role is specific to the Re-Leased development instance and importing may fail if your subscriptions differ.

Next step: How to Connect Re-Leased to Sage Intacct

ReLeased_Integration_Intacct_Role.csv60 KB