Integrating with Sage Intacct

Connecting Sage Intacct

Prerequisites

Sage Intacct Setup Step 1: Enable web services Step 2: Create a web services user account Step 3: Assign a role to the web services user Step 4: Authorize the sender ID Step 5: Enable Auditing of Transactions Step 6: Create Another User for Frontend Access Step 7: Share primary reports and account groups

Drivetrain Setup Step 1: Go to the Data page and add a data source Step 2: Select the Sage Intacct connector Step 3: Enter your Sage Intacct credentials Step 4: Finish setup

Prerequisites

To connect Sage Intacct to Drivetrain, you need:

• An active Sage Intacct admin account.

• An active web services developer license with sender ID and password provisioned by Sage Intacct.

Please contact your Sage Intacct account manager to get your developer license, which includes your Sender ID and Sender Password.

Sage Intacct Setup

Step 1: Enable web services

1. In your Sage Intacct Account, navigate to Company > Admin.

2. Next click on Subscriptions.

3. In the Applications tab, set the Web Services toggle to ON.

Step 2: Create a web services user account

As Web Services users are programmatic users and never log in to the UI, both single-sign on and multi-factor authentication are automatically disabled for them, and can access Sage Intacct API using Web Services only. You can read more about these users here.

1. Go to Company > Admin > Users, roles, and groups, then select the + sign beside Web services users.

2. Enter a unique User ID.

3. Enter the Username as “Drivetrain Integration”.

4. Enter the user's Account email address as shared by your Drivetrain customer success manager.

5. Select the User Type as Business.

6. Select the Admin Privileges as Full.

7. Do not choose any contact in contact name, a new contact name will be automatically generated for the user.

8. Save your changes.

9. When the Verify your identity pop-up appears, enter your own password as verification of your identity.

Step 3: Assign a role to the web services user

1. Navigate to Company > Admin > Roles.

2. Edit the user you created in the step above and create a new role for them.

3. Add permissions for all the data you want to share with Drivetrain.

Step 4: Authorize the sender ID

1. Go to Company > Setup.

2. In the Configuration section, click Company.

3. In the company information window, go to the Security tab.

4. Next click Edit.

5. In the Web services authorizations section, click Add.

6. In the Sender ID field, enter your Sender ID (as shared by your Sage Intacct account manager).

Step 5: Enable Auditing of Transactions

To capture deleted transactions in Sage, auditing must be enabled as below:

1. Go to General Ledger > Setup > Configurations.

2. Select the Enable auditing of transactions posted from subledgers checkbox.

3. Please enable below scopes for capturing complete deleted records:

   1. Platform Services > Custom reports: "List, View"

   2. if you’re using Interactive Custom Reports, Platform Services > Interactive Custom Reports

Store these Credentials carefully:

• Company ID

• User ID

• Login Password

• Sender ID

• Sender Password

Step 6: Create Another User for Frontend Access

Frontend access is needed for the period of onboarding to be able to quality-check numbers.

1. From Settings, select User Management.

2. Select Invite User.

3. Enter the email address received in Point 4 of Step 2, then Save.

4. Select the level of access you want your user to have.

5. Save the changes.

Step 7: Share primary reports and account groups

1. Share the primary reports (3 Statements) from Sage to be used during the implementation phase.

2. Share the account groups (hierarchy of accounts) to be pulled in Drivetrain

---

Drivetrain Setup

After completing the Sage Intacct setup above, connect Sage Intacct as a data source in your Drivetrain instance. You must be a Drivetrain administrator to add a data source.

Step 1: Go to the Data page and add a data source

1. Sign in to your Drivetrain instance as an administrator.

2. In the left navigation, click Data.

3. At the top of the data sources panel, click the + (Add data source) button.

Step 2: Select the Sage Intacct connector

1. In the Connect a datasource window, search for Sage (or open the Accounting & ERP category).

2. Click the Sage Intacct connector card.

Step 3: Enter your Sage Intacct credentials

On the Connect your Sage Intacct account screen, set up a new Sage connection by entering the five credentials, then click Submit:

1. Company Id

2. User Id

3. Login password

4. Sender Id

5. Sender password

Step 4: Finish setup

1. Once the credentials are validated, the connection is created and you are returned to the Data page.

2. Sage Intacct now appears in your list of connected data sources and begins syncing.

3. When the sync completes, your Sage Intacct data is available across Drivetrain.

If you have any questions or run into any issues during setup, please contact your customer success manager for assistance.