The below steps must be performed by an administrator of Sage Intacct for Velixo to connect to Sage Intacct through webservices.
Steps 5 and 6 are typically performed by every user of Velixo. We have included them in this article for your convenience, but they are also covered in our Installing Velixo NX article.
TABLE OF CONTENTS
- Step 1. Enable Web Services
- Step 2. Add Velixo's IP address to allowlist
- Step 3. Enable Velixo as a safe sender
- Step 4. Optional: configure a separate Sage Intacct user through which Velixo will access data
- Step 5. Install the Velixo NX add-in
- Step 6. Define a connection to your Sage Intacct company in Excel
- Next Steps
Step 1. Enable Web Services
1. Navigate to the Top Level on the Entities dropdown list 2. In Sage Intacct, go toCompany > Admin tab > Subscriptions 3. Ensure
Note: Velixo uses its own sender ID to connect to Sage Intacct Web Services; you do not need to pay for web service access in order to use Velixo. |
Step 2. Add Velixo's IP address to allowlist
⚠️ If the
If the IP filter value is set to a value other than
This will ensure that Velixo can make requests to your Sage Intacct company from its servers. |
Step 3. Enable Velixo as a safe sender
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Step 4. Optional: configure a separate Sage Intacct user through which Velixo will access data
IMPORTANT Velixo STRONGLY RECOMMENDS that users access their Sage Intacct data with the same username & password credentials they use to log into Sage Intacct in the browser. The biggest upside of that approach is that the data each user sees in their reports built with Velixo matches their Sage Intacct user permissions. |
It is also possible to set up a dedicated Web Services user for Velixo. We do not recommend this approach because this user will require separate access roles configuration and this user may unintentionally be exposed to more sensitive data in Sage Intacct than they would normally see under their own account. It is also more difficult to troubleshoot access rights issues with a dedicated Web Services user because such users are not able to sign in to Sage Intacct via a web browser.
If, for risk mitigation reasons, it is absolutely necessary to create a separate user (or multiple users with different access rights) specifically for Velixo integration, you can follow the instructions below.
Note that these instructions vary slightly depending on how the company’s security is defined (either “Role-Based” or “User-Based”).
4a - Creating a user with role-based security
Next, create the Web Service User which will be assigned to Velixo:
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4b - Creating a user with user-based security
First, create the Web Service User which will be assigned to Velixo:
Next, configure user permissions for this user:
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Step 5. Install the Velixo NX add-in
Configure the Velixo add-in in your Microsoft Excel application. To do so, follow the steps outline in the Velixo NX add-in installation guide.
Step 6. Define a connection to your Sage Intacct company in Excel
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