Intended audience: Sage Intacct administrator. This page covers the one-time setup required in Sage Intacct to enable the Siteline integration. You'll create a dedicated Web Services user and a role with the permissions needed for Siteline to read and write data.
The Siteline + Sage Intacct integration connects through Agave. To allow Agave to read from and write to Sage Intacct on Siteline's behalf, you need to create a Web Services user and grant it the right permissions.
Create a Web Services user
A Web Services user allows Agave to read and write data to and from Sage Intacct without needing to log in to the Sage Intacct UI.
To create a Web Services user:
Select Company → Company → Web Services users:
Add details on the Web Services user:
The values in the screenshot below are just an example. Fill in your own values for User ID, Email address, Contact name, and the other fields.
To ensure the Web Services user has the proper permissions, go to Company → Admin → Roles:
Select Add:
Add a Description for the role:
Select View subscriptions and grant the role permissions on the modules Siteline uses, then press Save:
Siteline needs read access to the modules below, plus read and write (Add, Edit, Delete) on Order Entry, which is where Siteline creates your progress-billing invoices:
Company — Access: Read — Used for: Locations/entities, contacts, units of measure, and tax codes
General Ledger — Access: Read — Used for: Chart of accounts and job-cost detail
Accounts Receivable — Access: Read — Used for: Invoices, customers, and billed/paid/retention history
Accounts Payable — Access: Read — Used for: Bills, payments, and vendors
Order Entry — Access: Read and write — Used for: Invoice types, and creating your invoices
Projects — Access: Read — Used for: Projects, contracts, schedule-of-values lines, change orders, estimates, and tasks
The simplest reliable option is to grant All permissions on every subscribed module. Leaving a subscribed module with no permissions can cause authentication errors, so if you're unsure, grant All.
Return to the Web Service User page. Under the Roles Information tab, add the above Role for the Web Service User:
Authorize Siteline as a Web Services sender
Sage Intacct only accepts API calls from sender IDs that have been explicitly authorized for your company. Add sitelineMPP as an authorized sender so Agave can connect on Siteline's behalf.
Log in to Sage Intacct as an admin.
Go to Company → Setup → Configuration → Company:
Open the Security tab and click Edit:
Scroll to Web Services Authorizations:
Add
sitelineMPPas a new sender ID (case-sensitive — enter it exactly as shown), set status to Active, and save: