Integrating with Sage Intacct
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There are two ways you can connect Sage Intacct with Drivetrain.
To connect Sage Intacct to Drivetrain, you need:
An active Sage Intacct admin account.
Steps to setup
Go to the Data page and click on the + button on the top left.
On the Connect a datasource popup, look for Sage Intacct and select it.
Click on Login to connect.
You'll be redirected to the Sage Intacct login page. Enter your Sage Intacct credentials and click Log in.
If the credentials entered are correct, you'll be redirected back to your Drivetrain tenant and your Sage Intacct data will start syncing.
Post successful sync, Sage Intacct will be listed under Data sources and the connected datasets will be visible.
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.
In your Sage Intacct Account, navigate to Company > Admin.
Next click on Subscriptions.
In the Applications tab, set the Web Services toggle to ON.
Go to Company > Admin > Users, roles, and groups, then select the + sign beside Web services users.
Enter a unique User ID.
Enter the Username as “Drivetrain Integration”.
Enter the user's Account email address as shared by your Drivetrain customer success manager.
Select the Admin Privileges as Full.
Do not choose any contact in contact name, a new contact name will be automatically generated for the user.
Save your changes.
When the Verify your identity pop-up appears, enter your own password as verification of your identity.
Navigate to Company > Admin > Roles.
Edit the user you created in the step above and create a new role for them.
Add permissions for all the data you want to share with Drivetrain.
Go to Company > Setup.
In the Configuration section, click Company.
In the company information window, go to the Security tab.
Next click Edit.
In the Web services authorizations section, click Add.
In the Sender ID field, enter your Sender ID (as shared by your Sage Intacct account manager).
To capture deleted transactions in Sage, auditing must be enabled as below:
Go to General Ledger > Setup > Configurations.
Select the Enable auditing of transactions posted from subledgers checkbox.
Please enable below scopes for capturing complete deleted records:
Platform Services > Custom reports: "List, View"
if you’re using Interactive Custom Reports, Platform Services > Interactive Custom Reports
From Settings, select User Management.
Select Invite User.
Enter the email address received in Point 4 of Step 2, then Save.
Select the level of access you want your user to have.
Save the changes.
Share the primary reports (3 Statements) from Sage to be used during the implementation phase.
Share the account groups (hierarchy of accounts) to be pulled in Drivetrain
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 .
Select the User Type as Business. You can read more about the different user types .
