Sage Intacct configuration prerequisites

Created by Damien Zwillinger, Modified on Tue, 09 Apr 2024 at 07:24 PM by Harry Lewis

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

1. Navigate to the Top Level on the Entities dropdown list    

2. In Sage Intacct, go to Company > Admin tab > Subscriptions

3. Ensure Web Services are enabled as shown below:

 

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

  1. In Sage Intacct, go to Company > Setup tab > Company

  2. Press the Edit button

  3. Open the Security tab

  4. Scroll down to the Enforce IP address filters section

⚠️ If the IP filter value is set to None, the current step is complete: your company does not enforce an IP address restriction policy. 

 

If the IP filter value is set to a value other than None, click the edit icon ✎ and add each of the following IP addresses to the list:

  • 3.26.31.116

  • 35.183.61.34

This will ensure that Velixo can make requests to your Sage Intacct company from its servers.





Step 3. Enable Velixo as a safe sender

  1. In Sage Intacct, go to Company -> Setup tab -> Company

  2. Press the Edit button

  3. Open the Security tab

  4. Go to the section labeled Web Services authorizations, and add Velixo’s sender ID: VelixoMPP





Step 4. Optional: configure a separate Sage Intacct user through which Velixo will access data

The simplest way for your users to access their Sage Intacct data with Velixo is for them to log in 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 Excel reports built with Velixo matches their Sage Intacct user permissions. 

 

For risk mitigation reasons, however, your company may decide to create a separate user, or multiple users with different access rights, specifically for Velixo integration. In this case, 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

  1. In Sage Intacct, go to Company > Admin tab > Roles

  2. Press the Add button

  3. Configure the role's Name and press Save

  4. Enable the necessary permissions for each module and press Save

Next, create the Web Service User which will be assigned to Velixo:

  1. Go to: Company > Admin tab > Web Service User

  2. Press the New button.

  3. Configure the values for:

    • User ID

    • Last name

    • First name

    • Email address

    • Make sure the User Type is set to Business User

  4. Open the Roles Information tab and select the role created above.

  5. Press Save to apply changes.




4b - Creating a user with user-based security

First, create the Web Service User which will be assigned to Velixo:

  1. Go to: Company > Admin tab > Web Service User

  2. Press the New button.

  3. Configure values for:

    • User ID

    • Last name

    • First name

    • Email address

    • Make sure the User Type is set to Business User

  4. Open the Roles Information tab and select the role created above.

  5. Press Save to apply changes.

Next, configure user permissions for this user:

  1. After saving the user, Sage Intacct will return to the list of Web Service Users.

  2. Find the newly created Web Service User and press the user’s Subscriptions button.

  3. Enable the necessary permissions for each applicable module.

  4. Press Save to apply changes.




Step 5. Install the Velixo NX add-in

Configure the Velixo add-in in your Microsoft Excel application. To do so, follow the steps outlined in the Velixo NX add-in installation guide.


 


Step 6. Define a connection to your Sage Intacct company in Excel

  • After adding the Velixo add-in, click the Velixo button that appears on Home ribbon.

  • A side panel will open. Click the Get started button.




    • A connection manager will display. Click Add connection:


  • In the Add connection window, click the Type drop-down and select Sage Intacct from the supported ERP systems' list:

 


  • Fill in the connection details:

    • In the Name field, enter any convenient name of the connection that you will use in Velixo formulas in the workbook

    • In the Company ID field, enter the ID of your Sage Intacct company.

    • In the User ID and Password fields, enter:

      • If you configured a separate Web Services user for Velixo, the credentials of that user.

      • If you prefer to log in under your actual Sage Intacct user, your own User ID and password.

    • Check Remember credentials if you don't want to log in to Sage Intacct every time you reopen the Excel workbook. No worries: the remembered credentials are not stored on Velixo servers, they will be securely kept on your computer in an encrypted form.

 

  • Click the Connect button to finalise the connection creation.

  • You can now use Velixo to get instantly refreshable data from Sage Intacct into your Excel reports!



Next Steps

See other Getting Started articles for using Velixo NX with Sage Intacct.


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