DataSelf User Access to Sage Intacct
Please follow the instructions below to give DataSelf data extraction reading-rights from your Intacct data:
Sage Intacct User Configuration
Sign in to your Sage Intacct
Add & Give Permissions to a Web-Services User
Web Service users are for data extraction only - different from regular UI users.
Business user type with Admin privileges required.
Go to Company > Admin tab > Users, roles & groups, then click the + sign beside Web Services users.
Enter User ID: dataself
Enter the user's Last name: Corp; and First name: DataSelf
Enter the user's Email address: firstname.lastname@example.org
Enter Contact name: dataself
Enter User name: DataSelf Corp
Select User type: Business
Select Admin privileges: Full
Select Status from: Active
Go to Roles Information tab > Then add Roles, as needed, using the + sign
CFO Read Only
Click Save when you’re done entering the user's information.
When the Verify your identity pop-up appears, enter your own password as verification of your identity. Your new Web Services user will receive an email with their user ID information.
Add company’s Sender ID to the allowed list.
Company > Set up tab > Company > Security tab
Click Edit button
Go to section labeled “Web Services authorizations”
Add the Sender ID: DataselfMPP
Subscribe to Web Services
Add company’s Sender ID to Sage Intacct’s allowed list.
Company > Subscriptions
Find ‘Web Services’ and click on it to Subscribe
Ignore the warning about additional charges
When using CData ODBC to extract Intacct data, configure the following parameters:
Auth Scheme: Basic