Installation Progress

1. Configure Sage Intacct
2. Create the source connections
3. Create the destination connection
4. Import the extractions
5. Configure the global variable
6. Synchronize the account balance
7. Schedule the extractions
8. Set up the data source in SEI
9. Import the template

Configure Sage Intacct

Before integrating Sage Intacct with SEI, complete several configuration steps to ensure reliable data synchronization, reporting, and user security. Each step below addresses a core requirement for enabling seamless automation and accurate analytics in your environment.

Setup Step	Description
Import the process delete application	Enable automatic deletion tracking by importing the application and creating the NecAuditDelete table in Intacct.
Configure user security	Grant Web Service and transaction users the needed access to the SEI Audit Table for data sync and deletion tracking.
Add permissions to users (optional)	Assign Add and menu access permissions to users who will manage deleted records or need access to the SEI menu.
Synchronize GL Account Balance	Create reporting periods in Intacct for each year you want to report on, allowing DataSync to read account balances.

Import the process delete application

Importing the Nectari_ProcessDelete.xml application in Sage Intacct allows you to track and synchronize deleted records between Intacct and SEI. This process creates the NecAuditDelete table to store deleted record identifiers, adds triggers to log deletions automatically, and adds a menu option to view those records directly in Intacct.

1. Log in to Sage Intacct.
2. Select the Applications tab to open the dropdown list.
3. Under Platform Services, select Applications.
4. Click Install from XML.
5. Click Choose File and select the Nectari_ProcesDelete file.
   The file is located at
   Packages\Templates\Templates - Official\20XX Release X\Sage Intacct\Sage Intacct Application
6. Click Install.
   Intacct logs deleted records in NecAuditDelete table. You can view deleted records in the SEI menu option within Intacct.

Configure user security

Activate the subscription

1. Click the home icon in Sage Intacct.
2. Select the Applications tab to open the dropdown menu.
3. Under Company, select the Admin tab.
4. Click Subscriptions.
5. Find Web Services in the list and enable it.
6. Click Subscribe to confirm.

Give access to Sage Intacct

important

The Web Services functionality in Sage Intacct requires a Web User License for external access. Make sure you have obtained a Web User License from Sage Intacct to use with SEI.

1. Click the home icon and select the Applications tab.
2. Under Company, click Overview at the top right.
3. On the Company page, click Company information.
4. Select the Security tab and click Edit at the top right.
5. Under Login settings, click Manage filters.
6. In the Username field, enter the company ID provided by Sage Intacct. This is the same value you use to log in.
7. Click Add. The IP address filter dialog appears.
8. In the Username dropdown, select the same username.
9. In the Start IP address and End IP address fields, enter the IP address provided by the SEI team.
10. Click Save and close the dialog.
11. Under Web Services authorizations from the Security tab, click Add.
12. In the Sender ID field, enter NectariMPP.
13. Click Save.

Configure a role for the web service user

1. Click the home icon and select the Applications tab.
2. Under Company, select the Admin tab.
3. Click Roles.
4. Click Add at the top right.
5. In the Name field, enter SEI.
6. Click Save. The Roles subscriptions screen opens.
7. Check Application or module to select all subscriptions below it.
8. Click the Permissions link next to Administration.
9. Next to Permission at the top right, choose Read only and click Save.
10. Repeat the permissions steps for each module listed so that DataSync can retrieve the necessary data from Sage Intacct.
11. Once complete, click Save at the top right.

Create a web service user

1. Click the home icon and select the Applications tab.
2. Under Company, select the Admin tab.
3. Click Web Services users.
4. Click Add at the top right.
5. Enter the User ID and Account email address.
   
6. Select the Contact name from the dropdown list.
7. Under User type, make sure Business is selected.
8. Under Admin privileges, select Limited.
9. Under Role, click a line and select SEI from the dropdown list.
10. Click Save at the top right, then select Create in the confirmation dialog.
11. Enter your own password used to log in to Sage Intacct and click Verify.
    Sage Intacct sends a confirmation email with the credentials for the new user.

Add permissions to users (optional)

Authorize data deletion tracking

Give regular Intacct users permission to the NecDeleteAudit table so SEI can track and synchronize deleted records.

1. Click the home icon and select the Applications tab.
2. Under Company, select the Admin tab.
3. Click Roles.
4. From the list, select a role and click Edit.
5. Click View subscriptions.
6. Select SEI and click the Permissions link next to it.
7. Under Objects, select Add and click Save.
8. Click Save at the top right.
9. Repeat for any other role that needs this permission.

Authorize menu access for deleted records

Allow users (such as administrators) to access the SEI menu and view deleted records in the NecAuditDelete table.

1. Click the home icon and select the Applications tab.
2. Under Company, select the Admin tab.
3. Click Roles.
4. From the list, select a role and click Edit.
5. Click View subscriptions.
6. Select SEI and click the Permissions link next to it.
7. Under Menus, select Menu and click Save.
8. Click Save at the top right.
9. Repeat for any other role that needs access.

Synchronize GL Account Balance

To let DataSync read GL account balances directly from Sage Intacct, create a Reporting Period for each year you want to report on in SEI.

1. Click the home icon and select the Applications tab.
2. Under General Ledger, select the Setup tab.
3. Click Reporting periods.
4. Click Add at the top right.
5. In the Reporting period information, fill out the fields:
   
   • Name: Enter Nectari Opening 20XX
   • Column header: Enter Nectari Opening 20XX
   • Start date: Enter 01/01/20XX
   • End date: Enter 12/31/20XX
6. Click Save.
7. Repeat these steps for each reporting year needed in SEI. DataSync can then pull opening balances into your financial reports.

Next: Create Source Connections →