Sage Intacct is a cloud-based accounting software that offers essential bookkeeping and accounting features, comprehensive reporting and inventory tracking.

Sage Intacct is a valuable source for discovery as it provides not only the ability to discover services, but also can be leveraged to discover cost per department and the invoices.

Integration details

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Integration Categories

Financial System

Expense Management

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Authentication mechanism

API

Discovery Capabilities

Available entities	Product	Entity description	Sage Intacct resource
New services	EAM, SMP	Service discovery is the process of automatically identifying services and applications. All discovered services are added to LeanIX automatically.	Vendors
Cost	SMP	Cost discovery is the process to identify every spending on all costs. All discovered costs on the services are added to LeanIX automatically.	Charge Card Transactions Reimbursements
Invoices	SMP	Invoices discovery is the process to collect invoices from all services. All discovered invoices on the services are added to LeanIX automatically.	AP Payments Bills Purchasing Transactions (PO Documents)

Set up Sage Intacct

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Information
Make sure you have a user account with Full Admin access to Sage Intacct, so you will be able to configure it properly.

Enable Web Services subscription

To enable the Web Services subscription, log in to Sage Intacct:

Go to Applications > Company > Admin > Subscriptions

Make sure Web Services are under Subscribed applications

If Web Services are not enabled yet, enable them.

Authorize Web Services Sender ID

Go to Applications > Company > Setup > Company

Select the Security tab and click Edit

In the Web Services authorizations click on Add

Enter Sender ID Cleanshelf and click Save

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Important!
Please note that only Cleanshelf value is supported at the moment!

Add new Web Services User

Go to Applications > Company > Admin > Web Services Users

Click the Add button

Fill out the user information form as shown on the image below:

For the Email address field use the email that you have control over. You will receive an email with user account details
Make sure that Full Admin privileges are set

Click Roles information tab and + Add in role name select to create a new role for a user

In the newly opened window set Name and click Save

Click Save on the “Web Services User Information” page to create a user account

You will receive a “Welcome to Sage Intacct!” email in your inbox. In that email, you will get credentials you will use to connect to LeanIX.

Set role permissions

To set role permissions, you should go to Company > Roles:

Find the role you just created and click Subscriptions to edit role permissions

LeanIX EAM needs permissions:

Accounts Payable
- Vendors: List, View
- Click Save

LeanIX SMP needs permissions:

Company
- Attachments: List, View
- Click Save

Accounts Payable
- Vendors: List, View
- Bills: List, View
- Recurring Bills: List, View
- Payment Requests: List, View
- Posted Payments: List, View
- Click Save

Cash Management
- Charge Card Transactions: List, View
- Click Save

General Ledger
- Journal Entries: List, View
- Drill down to all transactions from the report: Enable
- Click Save

Time & Expenses
- Pending Reimbursements: List, View
- Posted Reimbursements: List, View
- Click Save

Purchasing
- Purchasing Transactions: List, View
- Click Save

After permissions are set, click Save to finish setting role permissions

Integrate Sage Intacct in LeanIX

To configure Intacct integration:

Log in to the LeanIX.
In LeanIX EAM: Navigate to Administration > SaaS Discovery > Integrations find Sage Intacct and click Add integration
In LeanIX SMP navigate to Settings > Discover Integrations, find Sage Intacct and click Add (https://us-si.leanix.net/settings/integrations/Intacct/connect or https://eu-si.leanix.net/settings/integrations/Intacct/connect)
Fill out the form with credentials you received in an email from Sage Intacct
Click Connect