Connect Your Sage Intacct Account to Emburse Spend with the Emburse Intacct Connector

Connect Your Sage Intacct Account to Emburse Spend with the Emburse Intacct Connector

Emburse offers enhanced configuration of Sage Intacct via the Emburse Intacct Connector, which uses web services and a dedicated web services user to connect your organization’s Intacct account to your Emburse Spend account.

This article is currently only applicable to Emburse customers migrating from Emburse Nexonia to Emburse Spend. If you are a current Emburse Spend customer, see Connect Sage Intacct to Emburse Spend.

Tax profile and export behavior for organizations outside the United States are described in Tax Support.

Follow the steps in this guide to configure the required services and user in Intacct so the two systems can connect successfully.

Prerequisites

  • You have Administrator access in Sage Intacct.
  • You have Administrator access in Emburse Spend.

1. Enable Web Services

  1. Log in to Intacct as an administrator.

  2. Go to Applications > Company > Admin > Subscriptions.

    Sage Intacct Applications menu with the Admin tab open for Company, showing options including Roles, Users, and Web Services users.

  3. Ensure Web Services is enabled.

    Company Settings screen displaying the Web Services Authorizations section

  4. Then, select Applications > Company > Setup > Company.

    Sage Intacct Applications menu showing Company under Setup

  5. Select the Security tab, then select Edit.

    Company information page in Sage Intacct with the Security tab selected and Edit, Done, and More actions buttons visible.

  6. Scroll down to the Web Services Authorizations section and select Add.

    Web Services authorizations window with Add button visible

  7. Enter "EmburseMPP" in the Sender ID field and, if desired, add a description.

    Web Services sender information window with Sender ID field
  8. Select Save.

2. Create a Web Services Role with Required Permissions

  1. Select Applications > Company > Admin > Roles.

    Applications menu showing Roles under Company Admin

  2. Select Create to create a new role.

    Roles screen with Create button to create a new role

  3. In the Name field, enter "Emburse Integration Role" and, if desired, add a description.

    Role Information screen with Name and Description fields
  4. Select Save.
  5. On the Roles Subscriptions screen, check the following roles to enable them.
  • Company
  • Cash Management
  • General Ledger
  • Accounts Payable
  • Accounts Receivable
  • Projects
  • Expenses
  • User-Defined Dimensions
Roles Subscriptions screen listing enabled Sage Intacct modules
  1. For each module, select Permissions and set them as shown in the tables below.

Depending on your Intacct configuration, some of these actions may not be required to run the integration.

Roles Subscriptions Permission Settings

Permissions List View Add Edit Delete
Department   Department View and Add permissions enabled      
Entities Entities List permission enabled Entities View and Add permissions enabled      
Locations   Locations View and Add permissions enabled      
Class   Class View and Add permissions enabled      
Employees   Employees View and Add permissions enabled      
Employee Types   Employee Types View and Add permissions enabled      
Attachment Folders     Attachment Folders Edit permission enabled Attachment Folders Delete permission enabled  
Attachments       Attachments Edit permission enabled Attachments Delete permission enabled
Transaction Currencies   Transaction Currencies View and Add permissions enabled      
Permissions List View Add Edit
Credit Card Accounts   Credit Card Accounts View and Add permissions enabled    
Credit Card Transactions     Credit Card Transactions Add permission enabled Credit Card Transactions Edit permission enabled
Checking Accounts Checking Accounts List permission enabled Checking Accounts View and Add permissions enabled    
Permissions List View Add Edit
Accounts Accounts List permission enabled Accounts View permission enabled Accounts Add permission enabled  
Permissions List View Add Edit Post
Vendors   Vendors View and Add permissions enabled      
Bills     Bills Add permission enabled Bills Edit permission enabled Bills Post permission enabled
Permissions List View Add Edit
Customers-Investors   Customers-Investors View and Add permissions enabled    
Projects   Projects View and Add permissions enabled    
Permissions List View Add Edit
Projects   Projects View and Add permissions enabled    
Permissions List View Add Edit
Expense Summaries     Expense Summaries Add permission enabled Expense Summaries Edit permission enabled
Employees   Employees View and Add permissions enabled    
Expense Types   Expense Types View and Add permissions enabled    
Permissions None Read Only All Edit
Objects   Objects Read Only and All permissions enabled    
  1. On the Roles Subscriptions page click Save.

3. Create a Web Services User

  1. Select Applications > Company > Admin > Web Service Users.

    Applications menu showing Web Service Users under Company Admin
  2. Select Create.

  3. Fill in the fields with the following data.

    Web Services user information screen with User ID and Role fields
  • User ID: Emburse_Integrations
  • Account Email Address: Use a generic or integration-specific email address.
  • Contact Name: Web Services, Emburse Integration
    • You may need to create a new contact. Ensure there is a first name, last name, and email address.
  • User type: Business
  • Admin privileges: Limited
  • Role: Select the custom role you created in Step 2.
  1. Select Save.
  2. Enter your Intacct password.

You will receive an email with the Password, Sage Intacct Company ID, and User ID. Save these somewhere safe for the next step.

4. Verify the Connection in Emburse Spend

After you create the web services user and assign permissions in Sage Intacct, you must enter the details in Emburse Spend.

  1. Go to Company Settings.
  2. In the left menu, select Accounting Integration

  3. Scroll down to Sage Intacct and select Connect.

    Emburse Spend Company Settings screen with Accounting Integration selected
  4. Enter the Sage Intacct Company ID, User ID, and User Password from the email you received after you created a web services user.

  5. Select Authenticate to test the connection.

    Sage Intacct Configuration window showing Company ID and User ID fields

The Emburse Intacct connector will test the connection to ensure a link has been established between the two systems. A message will be displayed upon successful connection.

Troubleshooting

If the connection fails, confirm that:

  • The web services user is active in Intacct.
  • The Password, Company ID, and User ID are entered exactly as provided.
  • Web Services is enabled in Intacct.
  • The “EmburseMPP” Sender ID was added correctly.

Next Step

Select which Intacct employees to sync to Emburse Spend by following the guide Select Intacct Employees to Sync to Emburse Spend.

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