Embed SEI in Sage Intacct

Sage Intacct users can use SEI embedded in their ERP, giving them direct access to administration functions, dashboards, reports, and the web workbook—all without leaving the Intacct platform. This integration streamlines analytics and enables a unified workflow.

prerequisites

• A supported version of Sage Intacct is installed.
• An active SEI account.

Main steps

Step	Description
Get the SEI embed URL	Copy the HTTPS URL of the full application interface or specific visualization from SEI.
Add the embed URL to Sage Intacct’s security policy	Add the SEI URL(s) to the Content Security Policy in Sage Intacct for proper embedding.
Add SEI to a Sage Intacct dashboard	Create a dashboard in Sage Intacct and embed the application as a component using a smart link.
Embed SEI in a custom Intacct screen	Use platform tools to add smart links and embed a specific report, dashboard, or workbook into a Sage Intacct tab.

Get the SEI embed URL

To embed SEI in Sage Intacct, first, obtain the HTTPS URL that you will use for embedding.

Copy the main application URL

1. Log in to SEI.
2. Copy the full URL from the browser address bar.

Copy a specific visualization URL

1. Log in to SEI.
2. In the navigation panel, select Data Models and Views or Dashboards.
3. Expand folders and open the required view or dashboard.
4. In the Toolbar panel on the right, select the Sharing icon and click View External Link.
5. Copy the full URL from the browser address bar.

Add the embed URL to Sage Intacct’s security policy

1. Log in to Sage Intacct.
2. Open the Applications menu and select Company.
3. Under Configuration, click Company.
4. Select the Security tab and click Edit.
5. Scroll down to Content security policy.
6. Click the + icon and paste the main interface or visualization URL.
7. Select the required checkboxes.
8. Click Save.

Add SEI to a Sage Intacct dashboard

1. In Sage Intacct, open the Applications menu and select Dashboards.
2. Click + Dashboards.
3. On the My Dashboards page, click Add.
4. In the Appearance tab, enter a title (such as Nectari (Full Menu)) and adjust the settings.
5. In the Filters tab, select the desired filters to show on the dashboard.
6. In the Permissions tab, grant rights to the relevant groups or users.
7. Click Save.
8. Select your dashbaord from the list and click View components.
9. Click the + icon in the top-right corner.
10. In Component type, select Smart links.
11. In Smart link type, select Fetch.
12. Enter a title for the component (such as Nectari (Full Menu)).
13. Paste the main interface or specific visualization URL.
14. Click Save.

Embed SEI in a custom Intacct screen

1. In Sage Intacct, open the Applications menu.
2. Select Platform Services.
3. Under Object customization, click Smart link fetches.
4. Click Add.
5. In the Owner object dropdown, select the object name where you want to embed the SEI URL, then click Next.
6. In Target, paste the specific visualization URL.
7. Specify the height and width, then click Next.
8. In Label and Smart link ID, enter a label (such as AR Nectari).
9. Select the tab where the field should appear and click Done.
10. Open Applications again and select Accounts Receivable.
11. Click + Customers.
12. Select a customer from the list and click View.
13. Click the newly created tab (sush as AR Nectari) to view the embedded SEI visualization.

note

When embedding a specific view in Sage Intacct, add a filter to pass values from Sage Intacct fields into SEI for dynamic filtering.
Example: To filter by customer ID, use:
f=[Arinvoice_1.Customerid]='{!CUSTOMER.CUSTOMERID!}'