Intacct Setup

This page describes the various Intacct setup and security considerations. The setup consists of:

• Add Realisable Web Services Authorisation
• Webservice User Setup

Once the Intacct setup is complete continue to the IMan System Connector Setup.

Add Realisable Web Services Authorisation

This allows the 'Realisable' application to connect with your Intacct instance.

1. Login to Sage Intacct and go Company, Configuration, Company.
   
2. Click on the Security tab and scroll towards the bottom of the screen until you see the Web Services Authorisation section.
3. Add the 'Realisable' sender id as shown.
    

Webservice User Setup

IMan also requires a webservice user to connect to Intacct (it is also possible to integrate using a standard user, but is not recommended).

To create a webservice user:

1. Login to Sage Intacct and go Company, Admin, Web Services users.
   
2. Enter the details on the User Info screen. The following considerations should be made:
    
   • The email address should be valid it will need to receive the password.
   • The user should not be setup with Admin priveleges (unless absolutely necessary).
3. Add the necessary roles which allow the Webservice user the necessary access for the integration.
   
4. Add the allowed entities the webservice user will need access to.
   
5. Save the user.