Centage Data Integration for Sage Intacct

Centage Support

September 11, 2019 20:13

Integration Overview

Centage’s integration can pull in core General Ledger structures and information from Intacct. It extracts data every night to ensure fresh data is populated into Centage for the following day.

You can also include also Transaction Details and Budgeting data (optional).

Please Note: Including optional data may impact the integration’s performance, depending on data volume, and is excluded unless you request otherwise.

We extract the following information:

General Ledger Dimensions (Standard)
Class
Customer
Department
Entity
Item
Location
Project
Vendor

General Ledger Transaction Details (Optional)

Fields that would be available in Excel Drill-through in addition to the Dimensions above

Batch_title
Document
Recordtype
Entrydescription
Prdescription

Please Note: You can relabel the fields above. These are standard Dimensions in Intacct. If the Dimension you use is not in the list above, it could be a relabeled standard dimension or it is a custom User Defined Dimension. Please let us know if you do not see something you expect.

Prerequisites for Access

Subscribe to Web Services

Add your company’s Sender ID to Sage Intacct’s allowed list.

Step 1: Company > Subscriptions.

Step 2: Find Web Services and click on it to Subscribe.

Step 3: Ignore the warning about additional charges.

Please Note: Since Centage is an approved marketplace partner with Intacct, there will be no extra charge.

Add Sender ID

Add Centage’s Sender ID to the allowed list.

Step 1: Company > Company Info.

Step 2: Click Edit.

Step 3: Click on the Security tab.

Step 4: Go to the section labeled Web Services authorizations.

Step 5: Click Add to add the Sender ID, Centage MPP, and set it to active.

Step 6: Save the Web Services Sender Information.

Step 7: Save Company Info.

Create User with Role-Based Security

Create a Role

Create a new user role for the Centage Integration team to use.

Step 1: Navigate to Company > Admin > Roles.

Step 2: Click Add. Enter the following values for these fields:

Name	Centage
Description	Centage Integration

Step 3: Click Save.

Step 4: Provide Read Only Permissions for each of the following applications/modules:

Company
General Ledger
Order Entry
Accounts Payable
Accounts Receivable
Cash Management

Step 5: Click Save.

Create Web Service User

Create a new user account that will enable the Centage Integration team to set up the integration between your Sage Intacct account and your Centage account.

Step 1: Company > Admin > Web Service users.

Step 2: Click Add.

Step 3: Enter the following values for these fields to create a special Centage Integration user:

User ID	Centage
Last name	Integration
First name	Centage
Email address	Integration@Centage.com
Contact name	Centage Integration
User name	Centage
User type	Business
Admin privileges	Off
Status	Active

Step 4: Click on the Roles information tab and select the User Role you created in the previous step.

Step 5: Click Save. Ignore any warning that there will be a charge for creating the User.

Please Note: Since Centage is an approved marketplace partner with Intacct, there will be no extra charge for this user.

What’s Next?

Centage’s Integration Team will receive an email automatically from Intacct once the user is created. We will confirm permissions have been configured properly and will notify you if any modifications are necessary. No further action will be required at this time unless otherwise requested. Once the integration has been completed, Centage Consulting will validate the data and will reach out if necessary.

If you have any questions or need assistance, please contact Centage Integration by email at Integration@Centage.com.

Centage Data Integration for Sage Intacct.pdf
(200 KB)