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Intacct

SaaS Management integrates directly with Intacct's API to uncover your company's software subscriptions.

Integrating with Intacct

To integrate with Intacct, you must create a new user with specific permissions for SaaS Management to use. This ensures that the integration has minimal privilege access to your Intacct account. You can prefix the User ID with "XML_Gateway" to indicate that this is a web services user only.

Enabling Web Services

Before you can connect your Intacct account, you must enable Web Services.

To enable Web Services

  1. From the Intacct navigation menu, select Company.
  2. In the Admin tab, select Subscriptions.
  3. Turn on the Web Services toggle.

Adding a new sender

For SaaS Management to track your subscriptions, you must allow SaaS Management to send API requests to your Intacct account.

To add SaaS Management as a sender

  1. From the Intacct navigation menu, select Company.
  2. In the Setup tab, select Company.
  3. Select the Security tab.
  4. In the upper-right hand corner of the page, select Edit.
  5. In the Web Service authorizations section, select Add.
  6. In the new window, enter "SaaS Management" in the Sender ID field.
  7. Select Save.

Note

Select Save on the Company page to save all your changes.

Determining permissions type

Intacct has two permissions settings: user-based permissions and role-based permissions. Depending on your global settings, you'll create either a role or user.

To determine your permissions type

  1. From the navigation menu, select Company.
  2. In the Setup tab, select Company.
  3. In the Global settings section, check the permission type listed under Permission type.



    Complete the following steps based on your organization's permissions type.

Creating a new role

If your permissions are role-based, you'll create a new role for your Intacct account.

To create a new role

  1. From the Intacct navigation menu, select Company.
  2. In the Admin tab, select Roles.
  3. Select Add.
  4. In the Name field, enter a name for the role. You won't be able to change this.
  5. (Optional) Enter a description for the role.
  6. Select Save.

Creating a new user

If your permissions are user-based, you'll create a new user for your Intacct account.

To create a new user

  1. From the navigation menu, select Company.
  2. In the Admin tab, select Web Services users.
  3. Select Add.
  4. In the User information tab, enter the following information:

    • User ID: Use "XML_Gateway_SaaS_Management" to identify the user role that will facilitate the integration.

    • First and Last Name: Enter "SaaS Management" for both fields. This role will be created specifically for the purposes of the integration. This information must be unique to this user.

    • Email address: You'll need access to this email address, but it can't tied to a user in Intacct. If your email is hosted by gmail, you can add a unique identifier to the address by adding a plus sign (i.e. yourname+intacct@company.com)

  5. Select the Role information tab. Add the role you created above.

  6. Select the User entities tab. Add each entity that you want to sync to SaaS Management.
  7. Select Save.

Setting permissions

After you've created your new user or role, you must set the following permissions to allow SaaS Management to access your subscription data. Both roles and users will require the same permissions.

To set permissions

  1. On the Role Subscription page, enable the following permissions:

    • Accounts Payable
      • For Vendor, select List and View check boxes.
      • For Bills, select List and View check boxes.
    • Company
      • For Departments, select List and View check boxes.
    • Administration
      • For Users, select List and View check boxes.
  2. After you've added all permissions, select Save.

Connecting your Intacct account

  1. Check the email you entered in the User Information tab. You should have received an email containing your credentials.
  2. Go to SaaS Management. From the navigation menu, select Integrations.
  3. Select the Intacct tile.
  4. Select Add Integration.
  5. In the new window, enter the Intacct credentials included in the email.
  6. Select Submit.

It can take up to 24 hours for your SaaS spend to sync. You'll receive an email when your data is live in the dashboard.