Sage Intacct - Integration Setup

Here are the setup requirements for setting up the Sage Intacct integration with Martus.

Martus User Setup

• The Martus user must be a Web Services User with the user type “Business” and the permissions noted below.
• Martus Solutions must be defined as a white-listed sender.
• Detailed instructions about how to set up this user are provided in the document Connecting to Sage Intacct.

Sage Intacct Module Permissions Required

• Your Sage Intacct environment may not be configured for all the modules below.
• Any dimension name that is customized in your Sage Intacct will appear in your permissions list with the customized name. For example, if you call the class dimension “Restriction”, you will see “Restriction” not “Class” in the list of permissions.
• Any Permission Name that is listed in more than one module should be enabled in both modules.
• If there are any dimensions that you do not use at all (for example, Project), you do not need to grant permission for that dimension to the Martus user.

Company Module

• Click 'List and View' for all utilized dimensions
• Departments List | View
• Entities List | View
• Locations List | View
• Class List | View
• Employees List | View
• Reporting Periods List | View
• Attachment Folders List | View
• Attachments List | View

General Ledger Module:

• Journal Entries List | View
• Statistical Journal Entries List | View
• Adjusting Journal Entries List | View
• Statistical Adjusting Journal Entries List | View
• User-Defined Journal Entries List | View
• GAAP Adjusting Entries List | View
• Tax Adjusting Entries List | View
• User-Defined Books List | View
• Accounts List | View
• Statistical Accounts List | View
• Budgets List | View | Add | Edit | Delete
  
• Journals List | View
• Statistical Journals List | View
• Adj Journals List | View
• Statistical Adj Journals List | View
• User-Defined Journals List | View
• GAAP Adjustment Journals List | View
• Recurring Journal Entries List | View
• Recurring Statistical Journal Entries List | View
• Reporting Periods List | View
• Trial Balance Run
  
  • Note: The Martus web services user does not need access to open/close books, approve journal entries, view account groups, or anything to do with templates, or revenue recognition.
    

Accounts Payable Module:

• Vendors List | View
• Bills List | View
• Adjustments List | View
• Recurring Bills List | View
• Payment requests List | View (required if Martus is linked to the Cash book)
• Posted payments List | View (required if Martus is linked to the Cash book)

Purchasing Module:

• Vendors List | View
• Items List | View

Accounts Receivable 

• Customers List | View
• Projects List | View

Cash Management 

• Credit Card Transactions List | View
• Credit Card Charges and Other Fees List | View

Projects 

• Customers List | View
• Projects List | View
• Items List | View
• Employees List | View

Order Entry 

• Customers List | View
• Items List | View

Inventory Control

• Warehouses List | View

Additional Dimension 

• All UDDs List | View

Once you’ve assigned permissions to that user, you can export the list of permissions from your environment and compare it to the list above.