Sage Intacct guide

Setting up the Sage Intacct Integration

To access your users' data from Sage Intacct, you need to enable the Sage Intacct integration in the Platforms Page of the Rutter dashboard.

Sage Intacct does not require any additional developer app setup.

User Authentication with Sage Intacct

A Rutter Connection is created when your end user authenticates the Sage Intacct account of theirs via Rutter Link. This in turns allow you to access their account data via the Rutter API.

Step 1: Select Sage Intacct from the Rutter Link menu

The user instruction outlined below is also available in the Link onboarding flow.

Step 2: Authorize Sender ID in the Sage Intacct Platform Account

1. Enable Web Services

2. Add the Rutter Sender ID

Step 3: Input User Credentials

User needs to enter their Sage Intacct Company ID, username, and password to form embedded in Rutter Link. Please make sure that this account has full permissions to all objects.

If your end user is creating a Web Service user (see below), please make sure that the user or the user's associated role has full permissions to all objects.

Creating a Web Service User

We recommend your end user creates a Web Service user to provide the most reliable access to Sage Intacct data.

1. Navigate to Company → Admin → Web Services users
2. Begin adding a new Web Services User by selecting the "Add" button in the top right of the screen.
3. Populate the User Information form with the below details.
   • User ID, First name, and Last name
     • These values are not important but should be remembered for future steps.
   • Email address
     • Use the email address of the person managing the integration. You will have to access the email address in a later step in order to copy the password of the newly created Web Service User.
   • User type
     • Select Business
   • Admin privileges
     • Select Full
4. Go to the “Roles Information” tab and select the “Admin” role so this Web Service User has full permissions through the API.
5. Finish adding the Web Services User by clicking "Save" in the top right of the screen
   • A warning may appear saying there will be a charge for creating the User. This warning does not apply to this user and can be ignored.
6. If the "Verify your identity" pop-up appears, enter your password
7. At this point, the email address entered will receive a password from Sage Intacct. Use the User ID and Password of the newly created Web Service User to finish the connection flow.

Reference

Permissions

Sage Intacct requires certain permissions from the installing user for the Rutter integration to work as expected. The User type completing the installation must be Business, as this user type has the access rights required to modify all data types in Sage. Full Admin privileges are recommended, as only full administrators have complete access to the Platform Services features.

Recommendation: Assign the existing "Admin" role to the Web Services User, as this will take care of setting all the necessary permissions.

Permission Requirements

• Read Operations (GET endpoints): List, View permissions
• Write Operations (POST/PATCH endpoints): Add, Edit permissions in addition to List, View

Rutter-Sage Object Mapping Reference

Sage Object Location Reference

Example with Account Object

Let's walk through how to use these tables if you're working with the Rutter Account object:

1. First, look up "Account" in the Rutter-Sage Object Mapping Reference table. This shows you need access to:

   • GLACCOUNT
   • GLACCTGRP
   • GLCOACATMEMBER
   • GLACCTGRPMEMBER
   • ACCTRANGE
   • APACCOUNTLABEL
   • COMPANY_INFO
   • GLENTRY
   • SAVINGSACCOUNT
   • CHECKINGACCOUNT
   • CREDITCARD

2. Then, use the Sage Object Location Reference table to find where to set permissions for each object:

   • GLACCOUNT: General Ledger -> Accounts
   • GLACCTGRP: General Ledger -> Accounts Groups
   • GLCOACATMEMBER: General Ledger -> Accounts Groups
   • GLACCTGRPMEMBER: General Ledger -> Accounts Groups
   • ACCTRANGE: General Ledger -> Accounts Groups
   • APACCOUNTLABEL: Accounts Payable -> AP Account Labels
   • COMPANY_INFO: Company (top-level settings)
   • GLENTRY: General Ledger -> Journal Entries
   • SAVINGSACCOUNT: Cash Management -> Savings Accounts
   • CHECKINGACCOUNT: Cash Management -> Checking Accounts
   • CREDITCARD: Cash Management -> Credit Card Accounts

3. For each object:

   • If you only need to read Account data, ensure List and View permissions are enabled
   • If you need to create or update Accounts, ensure Add and Edit permissions are also enabled

This process ensures you have all the necessary permissions properly configured for working with the Rutter Account object with Sage Intacct. This process can be confirmed for all the Rutter objects you plan to work with.