Follow these required steps to authenticate and configure your Sage Intacct account to integrate with Ordway. For Ordway clients handling transactions in multiple currencies, be sure to read the following article before proceeding.
Table of Contents
- Pre-implementation
-
Implementation
-
Create a User with Role-Based Security Permissions
- Create a Web Services User
- Create a User with User-Based Security Permissions
- Authorize Ordway Labs to Web Services
-
Create a User with Role-Based Security Permissions
- Next Step: Connect Ordway Labs and Sage Intacct
- Enable Web Services in Intacct Account
Pre-implementation
Preconditions:
- User must have Intacct Full Admin access with user role permissions.
- User must have Ordway Full Admin access with user role permissions.
Implementation
Create a Web Services - Ordway Labs integration user in Sage Intacct. Instructions vary slightly depending on your security defined as Role-based or User-based.
Create User with Role-Based Security Permissions
- Navigate to Company → Roles.
- Click ADD.
3. Input a Name.
4. Click SAVE.
5. Navigate to the Roles Subscriptions page for the created role.
-
- Enable all Application/Modules.
-
- Click on Permissions for each Application/Module and select All in the top right and SAVE changes.
Create a Web Services User
- Navigate to Company → Web Services users.
- Click ADD.
3. Input values for the following fields under User information:
-
- User ID
- Last Name
- First Name
- Email address
- Use the email address of the person managing the account or integration.
- Select Business User for User Type.
- Select Full for Admin privileges.
4. Click the Roles information tab and select the Role created in the prior step.
5. Click SAVE.
Note: Ignore any warning that there will be a charge for creating the User.
Create a User with User-Based Security Permissions
Create a Web Services User
- Navigate to Company → Web Services users.
- Click ADD.
3. Input values for the following fields under User information:
-
-
- User ID
- Last Name
- First Name
- Email address
- Use the email address of the person managing the account or integration.
- Select Business User for User Type.
- Select Full for Admin privileges.
-
4. Click SAVE.
5. Locate and copy the User ID. You'll need this in the final steps below.
Add Permissions to the New User
Sage Intacct will return to the list of Web Services Users.
- Find the Web Services Users that you created and click SUBSCRIPTIONS.
- Similar to the steps listed above for Permissions, select ALL Application/Modules.
- Select ALL for Permissions in each Application/Module.
Authorize Ordway Labs to Web Services authorization
Authorize Ordway Labs as a trusted Sender ID for Web Services.
- Navigate to Company → Setup → Company information.
- Locate and copy the Company ID. You'll need this in the final steps below.
- Click the Security tab.
- Click EDIT.
- Locate the Web Services authorizations section and click ADD.
6. In the Sender ID field enter OrdwayMPP.
7. Click SAVE.
Next Step: Connect Ordway Labs and Sage Intacct
Read more to complete the Intacct Integration steps with Ordway.
Enable Web Services in Intacct Account
Ordway sends data to the Intacct account using Web Services. The Intacct account must be subscribed to Web Services for this communication to take place.
Complete the following steps to enable Web Services within your Intacct account.
Steps:
1. Within Intacct account, navigate to Company -> Admin -> Subscriptions.
2. Scroll all the way to the bottom and make sure Web Services is enabled.
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