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, give it the permissions Siteline needs, authorize Siteline to connect, and share the connection details with your Siteline CSM.
To let Siteline read from and write to Sage Intacct on your behalf, create a Web Services user, grant it the right permissions, authorize Siteline as a sender, and send Siteline the connection details.
Create a Web Services user
A Web Services user lets Siteline read and write data to and from Sage Intacct without logging 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. Keep track of the User ID and the password — you'll send them to Siteline in the last step.
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 Siteline can connect.
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:
Send your connection details to Siteline
Finally, share the following with your Siteline CSM so Siteline can connect:
Company ID — your Sage Intacct company ID, the same one you use to sign in
Web Services user ID — the User ID you created above
Password — the password for that Web Services user
Your Web Services user password is a credential. Share it securely — for example, through a link your Siteline CSM provides — rather than over plain email or chat.
Once Siteline has these details and sitelineMPP is authorized, nothing further is needed on your side. Siteline completes the connection from there.