IMan System Connector Setup

Credentials to Intact are defined through the System Connector setup.

Location/Entity Handling

Each location and/or top-level needing to be integrated will require a separate system connector.

System Connector Setup

The System Connector will hold the remaining part of the Salesforce setup.

  1. Log into IMan and go to the Setup tab, and click on the System Connector setup menu option.
  2. Add a new connector and fill out the relative fields.

  1. System ID
    • Can be any non-blank value.
  2. System Type
    • Select Salesforce from the drop down. If Salesforce is not present in the drop down, try:
      • Restarting the IMan IIS application pool.
      • If Salesforce still isn't shown in the drop down check \IMan\Debug\CustomAddinLoadLog.log for any errors or messages.
  1. Description
    • A description for the connection.
  2. Connection String
    • The Connection string is key=value set of pairs where each key/value pair is separated by semi-colons.
    • If integrating with the top-level location, this can be left empty.
      If connecting to a specific location, the Connection String will specify the location in a key/value pair e.g. Location=100
    •  For debug purposes tracing can be enabled to write out the outgoing calls and responses made from IMan to Intacct:
      • Trace=True
        To enable tracing.
      • Trace=False
        To disable tracing or remove the value altogether.
    • The resulting trace file will be written to: \IMan\Debug\Intacct.log
  1. Username
    • The Intacct user.
  2. Password
    • The password corresponding to the Intacct user.
  3. Company Id
    • Enter the Company ID used to login.