Sage Intacct Integration - Client Instructions for Setting Up Inova User

The integration between Inova UKG and Sage Intacct requires the Integrations Team to access your Intacct instance. Steps include subscribing to Web Services, creating a Sender ID named "Inova PayrollMPP," and setting up an Inova user with appropriate permissions. Users can be created with role-based or user-based security, granting access to General Ledger, Company, Projects, and Time & Expenses modules. Notify your Inova contact once setup is complete.

Add Web Services

Create Sender ID

Create Inova User

Create User with Role-Based Security

Create User with User-Based Security

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The integration for exchanging data between Inova UKG and Sage Intacct will primarily be set up by the Integrations Team at Inova.  To complete the integration, Inova will need access to your instance of Intacct. The steps below outline adding a user that Inova will use to post and pull data from Sage Intacct.

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Add Web Services

You must be subscribed to Web Services for the integration to work.  If your company is not already subscribed, you may add the subscription using the steps below.

1. Select Company > Subscriptions from the Intacct Menu.
2. Find Web Services and click on it to Subscribe.

3. Ignore the warning about additional charges.

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Create Sender ID

Create a Sender ID for Inova and add it to the allowed list.

1. Select Company > Company from the Intacct Menu.
2. Click EDIT
3. Click on the Security tab
4. Go to the section labeled Web Services authorizations and Add a new Sender.
5. Type in "Inova PayrollMPP" as the Sender ID and SAVE.

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Create Inova User

If your Intacct setup utilizes role-based security, follow the steps below.  If you utilize user-based security in Intacct, skip down to the Create User with User-Based Security section.

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Create User with Role-Based Security

1. Select Company > Admin > Roles from the Intacct Menu.

2. Click ADD.
3. Input a Name.
4. Click SAVE.
5. Click on the necessary Permissions for each applicable module.
   • For journal entries, enable full access to the General Ledger module.
   • For job costing (departments, locations, projects, etc.), enable view access to the Company and Projects modules.
   • For time and expenses, enable full access to the Time & Expenses module.
6. Click SAVE.

Add New Role as Web Service User:

7. Select Company > Admin > Web Services Users from the Intacct Menu.

8. Click NEW.
9. Input values for these fields:
   • User ID = inovapayroll.com
   • Last Name = Payroll
   • First Name = Inova
   • Email Address = [e-mail]
   • Make sure the User Type = Business
10. Click on the Roles Information tab and select the Role created in prior steps 1-6.
11. Click SAVE.
12. Ignore any warning that there will be a charge for creating the User.

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Create User with User-Based Security

1. Select Company > Admin > Web Service users from the Intacct Menu.

2. Click NEW.
3. Input values for these fields
   • User ID – inovapayroll.com
   • Last Name - Payroll
   • First Name - Inova
   • Email Address – [e-mail]
   • Make sure the User Type = Business
4. Click SAVE.
5. Sage Intacct will return you to the list of Web Service Users.
6. Find your New Web Service User and click on Subscriptions.
7. Click on the necessary Permissions for each applicable module.
   • For journal entries, enable full access to the General Ledger module.
   • For job costing (departments, locations, projects, etc.) enable view access to the Company and Projects modules.
   • For time and expenses, enable full access to the Time & Expenses module.
8. Click SAVE.

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Upon completion of the above steps, please notify your Inova Account Manager or Implementation Specialist that the Inova User has been configured in Intacct.