Sage Intacct Sync Guide: Create a Sync User in Intacct

Table of Contents

• Web Services Sync user creation
• Permission assignment
  • User-based
  • Role-based

Create a user at the Root/Top Level in Sage Intacct and give it full permissions. For multi-entity Sage Intacct environments, if you have multiple Bill.com accounts syncing with the Entity Level, you'll use the same sync user credentials in Bill.com, and distinguish each by adding the Entity ID when entering the Sage Intacct Login Info.

Web Services Sync user creation

To create the Bill.com Sync User, complete the following steps in Sage Intacct at the Root/Top Level:

1. Go to Company > Web Services Users > Add
   
   • User ID, First name, and Last name:
   • This username indicates a non-billable user and is used strictly for the integration.
   • Enter XML_Bill.com
   • Email address:
   • Use the email address of the person managing the Bill.com account or the sync.
   • User type:
   • Select Business
   • Admin privileges:
   • Select Full
2. Select Save

Once the Web Services sync user is created, you'll receive an email from Sage Intacct containing a temporary password.

Permission assignment

Sage Intacct supports two methods of assigning user permissions: user-based and role-based. To assign permissions to the Bill.com Sync User, follow the steps specific to the permissions method below:

User-based

1. Go to the Company > Web Services Users > XML_Bill.com user > Subscriptions and enable Permissions for all Modules
2. Select on each Application/Module and select All from the top right and save changes
   • Some modules have an additional Reports permission section, select All for Reports as well

Role-based

If using Role-based permissions, create a new Role for the XML_Bill.com user, with access to all modules in Sage Intacct.

1. Select Company > Roles > Add
2. Select on each Application/Module and select All from the top right and save changes
   • Some modules have an additional Reports permission section, select All for Reports as well
3. Select Save once all permissions have been enabled for the role
4. Assign the new role to the XML_Bill.com user
   1. Go to Company > Web Services Users
   2. Select Edit next to the Sync user that was just created
   3. Select Roles information
   4. Select the Billcom Role that was just created
5. Select Save