Integrating with Sage Intacct

There are two ways you can connect Sage Intacct with Drivetrain.

• via Sage Intacct OAuth (recommended)

• via Sender ID

Connecting to Sage Intacct via OAuth

Prerequisites

To connect Sage Intacct to Drivetrain, you need:

• An active Sage Intacct admin account.

Steps to setup

1. Go to the Data page and click on the + button on the top left.

1. On the Connect a datasource popup, look for Sage Intacct and select it.

1. 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.

1. Post successful sync, Sage Intacct will be listed under Data sources and the connected datasets will be visible.

Connecting Sage Intacct using Sender ID

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

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.

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

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. You can read more about the different user types here.

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

Step 6: Create Another User for Frontend Access

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