Connecting to Sage Intacct

There are three steps that must be taken within Sage Intacct so that Martus can be integrated with your Sage Intacct environment. Each step is described below, with examples provided for your reference.

1. Turn on Web Services
2. Add Martus Solutions as a white-listed sender.
3. Create a Web Services User with appropriate permissions.

Additionally, if you have set Sage intact to limit access to a specific IP address, you must add Martus’ IP address as a permitted IP.

Step 1 - Turn on Web Services

Turn on Web Services in Sage Intacct if it is not already active. Note: If you have already configured any other third-party services, you will probably already have Web Services turned on. 

1. Go to Company > Admin > Subscriptions.

2. Scroll down to ‘Web Services’  and slide to ‘on’ if not already done.

3. Click 'Done'
   
   
   

Step 2 - Add Martus Solutions as a White-listed Sender

1. Go to Company > Setup > Company.
   
   

2. Select the ‘Security’ tab at the top, then click ‘Edit’ on the right side.

3. Scroll down to ‘Web Services Authorizations’ and click ‘Add’.

4. Enter the following:

• Sender ID: Martus Solutions
• Description: Martus Solutions    

The sender ID must be Martus Solutions and cannot contain any other characters or be formatted in any other way.

5. Click ‘Save’.

Step 3 - Add a Web Services User to Access Sage Intacct

1. Company > Admin tab > Web Services Users > Click the ‘+’ sign to add

2. Click 'Add' on the right hand side

3. Fill out this information

• User ID: xml_gateway_martus
• Username: Martus Solutions
• Account email address: support@martussolutions.com
• Status: Active
• User type: Business
• Admin privileges: Off

4. Add Contact Name

• If contact card already exists please click drop down and select contact card
• If contact card does not exist please click down down and click 'Add' 
• Last name: Support
• First name: Martus
• Primary email address: support@martussolutions.com

5. Permissions

• If you have a 'Sage Intacct Financials Permissions' section below click the '+' icon and choose your role
• If you do not have this section below, please skip this step and hit 'Save' in the top right hand corner.
• Please move onto step 6

When you click Save, you may see a warning message “By creating this user, additional charges may be incurred.” To Martus’ knowledge, Sage Intacct does not charge you for Web Services users. However, please reach out to Sage Intacct if you have any question about charges for Web Services Users.

6. Assigning all the Necessary Permissions

You will need to configure the role (if using role-based permissions) or the individual user with appropriate permissions!  

Move To Part 2

 Sage Intact - Integration Setup for a complete list of the permissions required. 

Once you have added the necessary permissions, Martus staff can test to confirm the permission configuration; this should be done before your kickoff call.  

If Using IP Access Controls within Sage Intacct 

The option controlling whether IP Address filters are used is located at Company/Setup/Company, on the Security tab. These options are available under the label Enforce IP address filters/IP Filter. If IP filters are enforced at the user level, you must add the IP addresses for the Martus web services user.

Martus’ US IP address is 172.206.18.244 and 172.210.248.144
Martus’ Australian IP address is 20.92.105.159
Martus’ Canadian IP address is 20.92.151.89.177