Integration to sage Intacct only for Estimating 22.1 and later
Open Sage Intacct as a Systems Administrator
A. To Verify “Web Service Authorization”
1.From “Intacct“
2.Click, “Applications” (dropdown)
3.Click, “Company” (in dropdown)
4.Click, “Setup” (tab)
5.Click, “Security” (tab)
6.Scroll, to “Web Services authorizations”
7.Verify “SageEST” Sender ID “exists”
8.Verify “SageEST” Status is “active”
9.If "SageEST does not exist” (proceed below)
B. To Setup “Web Service Authorization“ 1.Click, “Edit” (bar across top)
2.Scroll Down, to “Web Services authorizations”
3.Click “Add” (above Sender ID)
4.Type, “SageEST” (case sensitive)
5.Type, “Sage Estimating Web Sender” ( default description)
6.Toggle, “Active” (as status)
7,Click, “Save” (bar across top) C. Minimum “Permissions” for Estimators to send Estimates to Projects Create an Estimator Role
1.From “Intacct“
2.Click, “Company” (in dropdown)
3.Click, “Admin” (tab)
4.Click, “Roles” (menu)
5.Click, “Add” (bar across top)
6. Type, “Estimator” (default name)
7. Type, “Sage Estimator User” (default description)
8,Click, “Save” (white bar across top) Estimator – Role Setup (Administration)
1.Select, Administration (role)
2.Click, Permissions (blue link)
4.Next to “Application Subscriptions”
^Select these 1 options for those 1 roles
5.Click, View (check box)
6.Click, Save (bar across top)
Estimator – Role Setup (Company)
1.Select, Company (role)
2.Click, Permissions (blue link)
3.Next to “Departments”, “Locations”
^Select these 1 options for those 2 roles
4.Click, View (check box’s)
5.Click, Save (bar across top)
Estimator – Role Setup (Accounts Receivable)
1.Select, Accounts Receivable (role)
2.Click, Permissions (blue link)
3.Next to “Customers”
4.Click, View (check box)
5.Click, Save (bar across top) Estimator – Role Setup (Projects)
1. Select, Projects (role)
2.Click, Permissions (blue link)
3.Next to, “Estimate Types”, “Standard Tasks”, Standard Cost Types”
^Select these 1 options for those 3 roles
4.Click, View (check box’s)
5.Next to “Projects”, “Project Estimates”, “Tasks”, “Cost Types”
^Select these 4 options for those 4 roles
6.Click, View (check box’s)
7.Click, Add (check box’s)
8.Click, Edit (check box’s)
9.Click, Delete (check box’s)
10.Click, Save (role window)
11.Click, Save (bar across top) D. Estimator – User Setup
1.From “Intacct“
2.Click, “Company” (in dropdown)
3.Click, “Admin” tab
4.Click, “Users” or “Web Services Users”
Note: "Users" – use a sage intact license (can verify data in Intacct)
Note: "Web Services Users" – don’t use a sage intact license (cannot verify data in Intacct)
5.Click, Add (bar across top) Estimator - User Information Tab
1.Type, (The users information)
2.Click, Business (under User Type)
3. Scroll, to “Admin Privileges”
4.Click, “Limited” Estimator - Role Information Tab
1.Select, the “Estimator” Role
2.Click, Save (bar across top) E. Integrating Estimating to Intacct.
Estimators use “Users” or “Web Services Users” credentials when integrating Estimating to Intacct. 1.From “Estimating Management Console”
2.Select, “Standard DB” (tab)
3.Select, “Standard Database” you want to integrate
4.Scroll, to “Job Cost Information”
5.Select, “Sage Intacct”(dropdown)
6.Select, Setup (Button)
7.Enter, your “Company ID”, “User ID”, ”Password”
8.Map, your Cost types L M S E O
9.Check, “Add Cost Types to Items”
^ so the sage intact cost types will be added to each item category the sage estimating database
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