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.
- 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
Step 1. Enable Web Services
1. In Sage Intacct, go to Company > Admin tab > Subscriptions
2. 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 > CompanyPress the
EditbuttonOpen the
SecuritytabScroll down to the
Enforce IP address filterssection
⚠️ 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:
3.26.31.11635.183.61.34
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 -> CompanyPress the
EditbuttonOpen the
SecuritytabGo 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
The simplest way for your users to access their Sage Intacct data with Velixo is for them to log in 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 Excel reports built with Velixo matches their Sage Intacct user permissions.
For risk mitigation reasons, however, your company may decide to create a separate user, or multiple users with different access rights, specifically for Velixo integration. In this case, 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”).
Creating a user with role-based security
In Sage Intacct, go to
Company > Admin tab > RolesPress the
AddbuttonConfigure the role's
Nameand pressSaveEnable 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 UserPress the
Newbutton.Configure the values for:
User ID
Last name
First name
Email address
Make sure the
User Typeis set toBusiness User
Open the
Roles Informationtab and select the role created above.Press
Saveto apply changes.
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 UserPress the
Newbutton.Configure values for:
User ID
Last name
First name
Email address
Make sure the
User Typeis set toBusiness User
Open the
Roles Informationtab and select the role created above.Press
Saveto 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
Subscriptionsbutton.Enable the necessary permissions for each applicable module.
Press
Saveto apply changes.
Step 5. Install the Velixo NX add-in
Configure the Velixo add-in in your Microsoft Excel application. To do so, follow the steps outlined 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 startedbutton.
A connection manager will display. Click
Add connection:
In the
Add connectionwindow, click theTypedrop-down and selectSage Intacctfrom the supported ERP systems' list:
Fill in the connection details:
In the
Namefield, enter any convenient name of the connection that you will use in Velixo formulas in the workbookIn the
Company IDfield, enter the ID of your Sage Intacct company.In the
User IDandPasswordfields, 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 credentialsif 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!