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, select the relevant permissions you want to enable, and press Save:
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: