Sage Intacct configuration prerequisites

Created by Harry Lewis, Modified on Wed, 15 May 2024 at 07:09 PM by Harry Lewis

The below steps must be performed by an administrator of Sage Intacct for Velixo to connect to Sage Intacct through webservices.

Steps 5 and 6 are typically performed by every user of Velixo. We have included them in this article for your convenience, but they are also covered in our Installing Velixo NX article.

TABLE OF CONTENTS

Step 1. Enable Web Services
Step 2. Add Velixo's IP address to allowlist
Step 3. Enable Velixo as a safe sender
Step 4. Optional: configure a separate Sage Intacct user through which Velixo will access data
Step 5. Install the Velixo NX add-in
Step 6. Define a connection to your Sage Intacct company in Excel
Next Steps

Step 1. Enable Web Services

1. Navigate to the Top Level on the Entities dropdown list

2. In Sage Intacct, go to Company > Admin tab > Subscriptions

3. Ensure Web Services are enabled as shown below:

Note: Velixo uses its own sender ID to connect to Sage Intacct Web Services; you do not need to pay for web service access in order to use Velixo.

Step 2. Add Velixo's IP address to allowlist

In Sage Intacct, go to Company > Setup tab > Company
Press the Edit button
Open the Security tab
Scroll down to the Enforce IP address filters section

⚠️ If the IP filter value is set to None, the current step is complete: your company does not enforce an IP address restriction policy.

If the IP filter value is set to a value other than None, click the edit icon ✎ and add each of the following IP addresses to the list:

3.26.31.116
35.183.61.34

This will ensure that Velixo can make requests to your Sage Intacct company from its servers.

Step 3. Enable Velixo as a safe sender

In Sage Intacct, go to Company -> Setup tab -> Company
Press the Edit button
Open the Security tab
Go to the section labeled Web Services authorizations, and add Velixo’s sender ID: VelixoMPP

Step 4. Optional: configure a separate Sage Intacct user through which Velixo will access data

IMPORTANT

Velixo STRONGLY RECOMMENDS that users access their Sage Intacct data with the same username & password credentials they use to log into Sage Intacct in the browser.

The biggest upside of that approach is that the data each user sees in their reports built with Velixo matches their Sage Intacct user permissions.

It is also possible to set up a dedicated Web Services user for Velixo. We do not recommend this approach because this user will require separate access roles configuration and this user may unintentionally be exposed to more sensitive data in Sage Intacct than they would normally see under their own account. It is also more difficult to troubleshoot access rights issues with a dedicated Web Services user because such users are not able to sign in to Sage Intacct via a web browser.

If, for risk mitigation reasons, it is absolutely necessary to create a separate user (or multiple users with different access rights) specifically for Velixo integration, you can follow the instructions below.

Note that these instructions vary slightly depending on how the company’s security is defined (either “Role-Based” or “User-Based”).

4a - Creating a user with role-based security

In Sage Intacct, go to Company > Admin tab > Roles
Press the Add button
Configure the role's Name and press Save
Enable the necessary permissions for each module and press Save

Next, create the Web Service User which will be assigned to Velixo:

Go to: Company > Admin tab > Web Service User
Press the New button.
Configure the values for:
- User ID
- Last name
- First name
- Email address
- Make sure the User Type is set to Business User
Open the Roles Information tab and select the role created above.
Press Save to apply changes.

4b - Creating a user with user-based security

First, create the Web Service User which will be assigned to Velixo:

Go to: Company > Admin tab > Web Service User
Press the New button.
Configure values for:
- User ID
- Last name
- First name
- Email address
- Make sure the User Type is set to Business User
Open the Roles Information tab and select the role created above.
Press Save to apply changes.

Next, configure user permissions for this user:

After saving the user, Sage Intacct will return to the list of Web Service Users.
Find the newly created Web Service User and press the user’s Subscriptions button.
Enable the necessary permissions* for each applicable module.
Press Save to apply changes.
*Minimum required permissions
To execute financial functions (such as SI.CLOSINGBALANCE, SI.OPENINGBALANCE, SI.TURNOVER), you need to add at least the following permissions.
Company:
Departments - List | View
Locations - List | View
General Ledger:
Journal Entries - List | View
Accounts - List | View
Account Groups - List | View
*Recommended permissions
Company
Entities - View
Locations - View
Departments - View
Employees - View
General Ledger subscription. Permissions:
Accounts - View
Statistical Accounts
Journal entities - View
Statistical journal entries - View
Budgets - View
Journals - View
Drill down to all transactions from reports - Enable
User-defined books - View
Trial balance - Run
Projects
Projects - Edit
Project estimates - Add
Job Summary Report - refresh
Project contracts - View

Step 5. Install the Velixo NX add-in

Configure the Velixo add-in in your Microsoft Excel application. To do so, follow the steps outline in the Velixo NX add-in installation guide.

Step 6. Define a connection to your Sage Intacct company in Excel

After adding the Velixo add-in, click the Velixo button that appears on Home ribbon.
A side panel will open. Click the Get started button.
- A connection manager will display. Click Add connection:

In the Add connection window, click the Type drop-down and select Sage Intacct from the supported ERP systems' list:

Fill in the connection details:
- In the Name field, enter any convenient name of the connection that you will use in Velixo formulas in the workbook
- In the Company ID field, enter the ID of your Sage Intacct company.
- In the User ID and Password fields, enter:
  - If you configured a separate Web Services user for Velixo, the credentials of that user.
  - If you prefer to log in under your actual Sage Intacct user, your own User ID and password.
- Check Remember credentials if you don't want to log in to Sage Intacct every time you reopen the Excel workbook. No worries: the remembered credentials are not stored on Velixo servers, they will be securely kept on your computer in an encrypted form.

Click the Connect button to finalise the connection creation.
You can now use Velixo to get instantly refreshable data from Sage Intacct into your Excel reports!

Next Steps

See other Getting Started articles for using Velixo NX with Sage Intacct.