Sage Intacct integration ✨

1. Overview of Integration

Audit Sight integrates with Sage Intacct to streamline audits by securely retrieving accounting data and eliminating manual audit requests. Sage Intacct’s web service user enables data syncs as long as the web service user is active.

2. Data Availability 📊

• Data Pulled:
  • General ledger details
  • Transaction records
  • Account balances
  • Financial reports
  • AR and Customer Data
  • AP agings, invoices, payments, bills, and bill payments
• Default Data Range: Last 36 months of data.

3. Connection Requirements 🛠️

Web Service Role Types:

There are two options your client can choose from when connecting to Audit Sight.

1. Read-Only or Admin Role (Recommended):

   • Faster setup process.
   • The role should include "List, View, and/or Run" permissions for all required objects.
   • Ideally the client will already have a read-only role set up. If not, an admin user may be used as a simple alternative. 

2. Permission-Based Role:

   • Provides granular control over data access.
   • Requires more time to configure and tends to be error prone.
   • This is the default set of instructions provided in the connect flow.
     • Ideally the client would not set Add, Edit, Post, or Delete permissions.

Entity-Level Integration:

• Connections are made at the entity level.
• For clients with multiple entities, each entity must be connected separately using the same web service user.

Prerequisites for Web Service User Setup:

1. Enable Web Services: Applications > Company > Admin > Subscriptions.
2. Authorize Sender ID: Set Sender ID to "Railz" and Status to Active under Applications > Company > Setup > Configuration > Company.
3. Select or Create a Web Services Role: Select an existing role (preferably read-only, an admin will work), or create a new role and assign the read-only ("List” “View” or "Run") permissions. The list of objects is provided in the connect flow.

Sync Time Considerations:

• Syncing Sage Intacct data can take several hours, and in rare cases, even days, depending on the size of the data.

Does This Integration Cost My Client?

• Subscribing to Web Services within the Company Subscription page is free.
• A pop-up message may appear when enabling this subscription, warning about potential additional fees. This is a general message displayed for all subscriptions within Sage Intacct and does not apply to Web Services.
• Sage Intacct's standard performance, Tier 1 is included at no cost to Sage Intacct customers, which includes 100,000 monthly API calls.

4. How to Guide Your Client Through the Process 🚀

1. Look for Our Email 📧

   • The client should check their inbox for an email from support@auditsight.com with the subject line: Data Request.

2. Click the Link 🔗

   • Open the email and click the provided link to start the connection process.

3. Enable Web Services 🛠️

   • Navigate to Applications > Company > Admin > Subscriptions and enable Web Services.

4. Authorize the Sender ID 🔒

   • Under Applications > Company > Setup > Configuration > Company, set the Sender ID to "Railz" and the Status to Active.

5. Select an existing Role or add a new Role 👤

   • Select an existing read-only or admin role: This is the simplest path.
   • Create a new role as needed: The user should name the role (e.g. AuditSightReadOnly) and they will need to enable List, View, and/or Run permissions for each object as described in the connect flow.  

6. Create a Web Services User 👤

   • Go to Company > Admin tab > Web Services users
   • Enter the following details:
     • Email Address: Use an accessible business email.
     • User Type: Business.
     • Admin Privileges: Full (Limited may work)

7. Save, Check for Confirmation Email 📧

   • The client will receive an email from noreply@intacct.com with the subject line: Welcome to Sage Intacct!
   • This email contains the Company ID, User ID, and Password for the web service user.
8. Associate the new (or existing) Role with the Web Service user

9. Complete the Connection 🎉

   • Enter the credentials (Company ID, User ID, and Password) in the Audit Sight connection page to complete the setup.
   • For multi-entity clients, repeat the process for each entity.

5. Template Email to Send to Your Client 📧

Subject: Action Required: Sage Intacct Connection for Your Audit

Hi [Client Name],

To streamline the audit process, we need your help connecting your Sage Intacct account with Audit Sight. This integration eliminates manual requests and reduces back-and-forth communication.

Next Steps:

1. Check your inbox for an email from support@auditsight.com with the subject line: Action Required: Data Request from (Your Firm Name).
2. Open the email and click the link to begin the connection process.
3. Follow the on-screen instructions to:
   • Enable Web Services and add a user if one does not already exist.
   • Add a read-only role and associate that role with the web services user. 
   • Authorize the Sender ID.
4. Use the credentials (Company ID, User ID, and Password) provided in the confirmation email from noreply@intacct.com to complete the connection.

Important: If your account has multiple entities, repeat the process for each entity.

Your data’s security is our top priority 🔒. Audit Sight is SOC 2 Type 2 certified, ensuring that all information is handled with the highest standards of security and privacy.

If you have any questions or encounter issues, don’t hesitate to reach out.

Best regards,
[Your Name]
[Your Position]
[Your Contact Information]

6. Common Issues and Troubleshooting Tips 🛠️

• Why can’t my client connect?

  • 🚫 Ensure the client has Entity-Level access enabled in Sage Intacct.
  • 🔒 Verify that the web service user is set up with the correct Sender ID and permissions.

• What if the web service user was previously created?

  • The client can use an existing web service user, provided the credentials are valid, and the appropriate authorizations are in place.

• Why is the sync taking so long?

  • Initial syncing data may take hours or even days for large datasets. Encourage clients to connect as early as possible to allow sufficient time for the sync to complete.

7. FAQs ❓

Will this cost my client money? 💰
No, subscribing to Web Services is free. The warning about potential additional fees is a general message for all subscriptions within Sage Intacct and does not apply to Web Services.

What happens if my client records transactions at the top level?
Transactions recorded at the top level will not be included in the data pull. Ensure all transactions are recorded at the entity level.

How does the client know if the web service user was successfully created?
Upon creation, the client will receive an email from noreply@intacct.com with the credentials needed to complete the integration.

8. Resources 📚

Sage Intacct: Simplifying Your Audit Process ✨