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.

• Turn on Web Services
• Add Martus Solutions as a white-listed sender.
• 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

Check the status of Web Services and turn that feature on 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’ > Slide to ‘on’ if not already done
   
   

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

1. Company > Setup tab > 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. Scroll down to ‘Contact Name’ and select the drop-down menu – if Martus does not exist yet click ‘Add’

3. Fill out the contact info and select ‘Save’

• Last Name: Support
• First Name: Martus
• Primary email: support@martussolutions.com

Click 'Save'

Scroll back to the top of the page and fill out the Web Services User Information Screen with this information:

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

5. Permissions

• If you have a ‘Roles information’ tab at the top, select the 'Roles Information' tab at the top to add a Martus role
  
• If you do not have this tab at the top please skip this step and hit 'Save' in the top right hand corner
• If role-based permissions are not configured in Sage Intacct and you do not have this tab at the top you’ll need to apply the permissions to the Web Services User after you click Save. Refer to the link below for the permissions needed.

You will need to now configure the role with permissions, please refer to:

Integration Requirements & Permission Settings – Sage Intacct

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.

If Using IP Access Controls within Access 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’ IP addresses are 104.46.113.99 and 137.116.63.178.