How to integrate with Sage Intacct

How to integrate with Sage Intacct


Prerequisites

A Sage Intacct administrative account and a Zahara Tenancy Admin user are required to configure this integration. Zahara connects each of its business units to entities in Sage Intacct. Zahara does not support connections to the ‘Top-Level’ in Sage Intacct.

Intacct - Subscribe to Web Services

Ensure that you’ve subscribed to Intacct’s “Web Services” module. It is also recommended that you have the “Taxes” module enabled.

  1. Company → Admin → Subscriptions → Applications
  2. Find ‘Web Services’ and ‘Taxes’ and click on it to Subscribe.
  3. Ignore the warning about additional charges

Intacct - Enable Zaharas’ Sender ID


Add Zahara’s Sender ID to the allowed list.

  1. Company → Setup → Configuration → Company
  2. Click EDIT(top right corner)
  3. Click on the ‘Security’ tab
  4. Go to the section labelled “Web Services authorizations”
  5. Add the Sender ID of ZaharaMPP
  6. select Save

Intacct - Create a Top Level Role

  1. Select “Top Level” from the company dropdown menu
  2. Company → Admin → Roles
  3. Click ADD (top right)
  4. Input a ‘Name’; we recommend ‘Zahara Web Services Role’
  5. Select Permissions for each of the following Applications or modules. Selecting the corresponding ‘Permission’ in each of the sections listed:
  6. Company – Read Only + Attachments Folder “Add”
  7. General Ledger – Read Only
  8. Accounts Payable – Full
  9. Projects – Read Only
  10. Purchasing – Read Only
  11. Taxes – Read only

Click SAVE

Intacct - Create a Top Level Web Service User

  1. Select “Top Level” from the company dropdown menu
  2. Company → Admin → Web Service User.
  3. Click ADD (top right)
  4. Input values for these fields:
    1. User ID.
    2. Email address (with a live email address to receive the password).
    3. Make sure the User Type = Business User.
  1. Contact Name → ADD:
    1. Last Name & First Name
    2. Click Save

  1. Click on the ‘Roles information’ tab and select the Role created in the prior step.
  2. Click on the ‘User entities’ tab and select ‘Enable access to top level’.
  3. Click SAVE.
  4. Enter the Administrative password.
  5. Ignore any warning that there will be a charge for creating the User.
  6. Check the provided email account for the web services user credentials.

Zahara - Create a new Zahara Business Unit


Create the corresponding Entities in Sage Intacct as Business Units of Zahara.
Admin → Settings
Find ‘Create Business Unit’
Input values of the following fields:
Name.
Purchase Order Start Number (Optional).
Organisation Address (Optional).
Post Code (Optional).
Country (Recommended).
Timezone (Recommended).

Select ‘Create’.
Select the newly created Business Unit from Business Unit drop down menu.

Zahara - Linking Sage Intacct's Projects Module with Zahara (Optional)


You can link Projects in Zahara with either Sage Intacct’s Project Module or the Cross-Company Dimension of Class.

To check if you are using Sage Intacct’s Project Module, check that the Projects Subscription is enabled in Intacct by heading to:

Company → Admin → Subscriptions → Applications
Find “Projects” and check if it is enabled on the right-hand side

If you are using Sage Intacct’s Project Module, and wish to bring “Tasks” from Sage Intacct to Zaharas’ Project Item Codes, Project Item Codes must be enabled within each Business Unit.

Business Unit → Settings
Find ‘Projects’
Toggle ‘Enable Project Item Codes’
Select ‘Save’

If you’ve not subscribed to Sage Intacct’s Project Module, you do not need to enable Project Item Codes; and instead can choose to link Sage Intacct’s Cross Company Dimension of “Class”. Instructions on how to make this choice is listed below.

Zahara - Connect to Sage Intacct


You must configure Zahara’s integration section to link Sage Intacct to Zahara.

  1. Business Unit → Settings
  2. Find ‘Integration’
  3. Select ‘Sage Intacct’ from the ‘Integration type’ dropdown menu
  4. Press the ‘Connect to Sage Intacct’ button
  5. Press the ‘Connect’ button
  6. Add the following credentials from the registration email sent received when the webservices user in Sage Intacct was created:
    1. Company ID.
    2. User ID.
    3. User Password.

  1. Select ‘Connect’ Select Entity you wish to use for this business unit.
  2. Under Project Mapping; choose either Project or Class
  3. Select ‘Save’.
  4. Select ‘Synchronise with Sage Intacct’.
  5. Select ‘Close’.
  6. Select ‘Back’ (top right).

Zahara - Verify Data has been synchronised.


Once the synchronisation has been triggered; check the following areas to ensure that your Sage Intacct data now appears:

    • Related Articles

    • What versions of Sage does Zahara integrate with

      Background  Zahara offers a number of integrations with different Sage products but not all. This is mainly due to Sage buying and then rebranding totally different products with the Sage name. This has caused confusion with regards to what versions ...

    • Sage 50 Integration

      Sage 50 is integrated with Zahara using our SmartSync on-premise tool that can be installed on a PC or server on your network connecting to both Sage 50 and Zahara. SmartSync will not only sync vendors and coding from Sage, but it will also listen ...

    • Smartsync for Sage 200

      Our SmartSync tool for Sage 200 is custom-built for the version of Sage 200 you use. Our process is as follows: We remote onto your Sage server to check the version of Sage 200 you use. We will attempt to connect to Sage using our test tool. To ...

    • Sage 50 Mappings

      We get asked regularly how to handle Sage 50 departments. They get used in so many different ways that there is no right or wrong answer but hopefully this help article will add some context for you. Sage Projects Do you use Sage Projects & Cost ...

    • Sage 50 staging data

      If you are a Sage 50 user, one of the things you may want to do is export your suppliers, nominal codes & tax codes. To do this, and to get the values we need in Zahara, we recommend you follow these simple steps: Suppliers From Sage 50, open ...