Sage Intacct - Web Service User Setup | Omniboost

To allow Omniboost to access your Sage Intacct environment and successfully post financial and/or statistical journal entries, your Web Services and relevant users need to be configured correctly. Please follow the steps below to get this set up.

Please follow each section carefully to ensure a smooth and successful Web Services setup in Sage Intacct. If you have any questions along the way, feel free to reach out to your Omniboost Agent or email us at support@omniboost.io.

From the main menu in the top left corner, navigate to Company → Subscriptions → Applications. Scroll to the bottom of the page and verify that Web Services are enabled. If not, click Configure to enable them.

The first step is to add Omniboost as a contact in Sage Intacct, as a contact is required when creating the Web Services user in the next step.
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To do this, navigate to Company → Contacts and click Create in the top right corner. Fill in the following details:

Replace the suggested Contact Name and Print As fields with OmniboostMPP, and ensure the status is set to Active. Once completed, click Save in the top right corner and proceed to the next step.

Please refer to the image below for guidance:

Now that Web Services are enabled for your Sage Intacct profile, the next step is to create a dedicated Web Services User with the appropriate permissions. This ensures Omniboost can push your financial data through securely, without having unnecessary access to other parts of your Sage Intacct environment.

Please refer to the image below for guidance:

Once the OmniboostMPP Web Services user has been created, a set of credentials will automatically be generated and sent to the Omniboost team via email. The next step is to assign the correct permissions to this user via the role.

To allow the Omniboost Web Services user to post journals, you'll need to create a dedicated role for the OmniboostMPP user. This role should include access to all relevant modules in Sage Intacct, ensuring the user has sufficient permissions to post journals and retrieve GL ledgers, departments, and other necessary data.
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Please follow the steps below to create this role in Sage Intacct.

Once saved, you'll be presented with an overview of the role's subscriptions for Omniboost Web Services, which should look like the image below:

For this role, we'll need to assign permissions across a few modules and applications within Sage Intacct. This ensures our user has sufficient access to post journals and allows our platform (such as Base) to automatically retrieve general ledgers, departments, locations, classes, and item tax groups.

To enable journal entry posting, navigate to General Ledger in this table and click Permissions on the right-hand side of that row. In the popup window, enable View and Add for both Journal Entries and Statistical Journal Entries. Additionally, enable View for Accounts so our platform (such as Base) can automatically retrieve General Ledgers.
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Please refer to the image below for guidance:

This role also requires access to locations, departments, and classes. This allows our platform to determine the correct level (location/entity) to post journals to and, where applicable, assign departments or classes within the journal entry. This is particularly useful for clients with multiple venues posting to the same Sage Intacct environment, as it allows revenue and payments to be separated per venue.
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To configure this, navigate to Company in your role's subscriptions and click Permissions on the right-hand side of that row. In the popup window, enable View for Departments, Locations, and Class and click on Save.
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Please refer to the image below for guidance:

This role also requires access to Item Tax Groups, which needs to be enabled in two separate modules.
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To configure this, navigate to both Order Entry and Purchasing in your role's subscriptions and click Permissions on the right-hand side of each row. In the popup window, scroll down slightly and enable View for Item Tax Groups in both modules.

Please refer to the image below for guidance:

Tip: The full table below lists all required permissions for this role, giving you a clear overview of what to assign and where.

Once all the required permissions have been configured, do a quick double-check to make sure the checkboxes for Company, General Ledger, Order Entry, and Purchasing are all selected. Once confirmed, click Save.

Now that the role has been created in Sage Intacct, it needs to be assigned to the Web Services user to ensure the correct permissions are applied.

To do so, navigate to Company → Web Services Users and click Edit next to the OmniboostMPP user. Scroll down slightly and you will find a section titled Sage Intacct Financials Permissions. At the bottom of this section, you will find a role dropdown - please select the Omniboost Web Service role that was created in the previous step.

Once selected, click Save in the top right corner to apply the changes.

Please refer to the image below for guidance:

The final step in the setup process is to add Omniboost as a trusted Sender ID for Web Services within Sage Intacct. This is done by registering OmniboostMPP as an authorised Sender ID, which allows Omniboost to communicate securely with your Sage Intacct environment.
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To complete this step, navigate to the Home page and go to Company → Set Up → Company. Once there, click on the Security tab and then click Edit to make changes. Scroll down slightly until you reach the Web Services Authorizations section and click the + sign to add a new entry.

In the Sender ID field, enter OmniboostMPP. You may optionally enter a meaningful description in the Description field, or leave it blank. Once completed, click Save to close the window, then click Save again on the parent screen to confirm all changes.

Please refer to the images below for guidance: