If you have User-based permissions in Intacct:
This is the user that will authorize the connection between Intello and Intacct.
Navigate to Company > Admin > Web Service Users:
Then click Add
User ID: This should be "XML_Gateway_Intello" to identify the user role that will facilitate the integration (this needs to be unique!).
First and Last Name: This can be "Intello" and "Intello" - again, we're just creating this role specifically for the purposes of the integration, and this information must be unique to this user.
Email address: Please note that you will need access to this email address, but the email address also can't overlap with any other email address tied to a previous 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. [email protected])
Then click on User Entities and add each entity you want to sync from
Next, the permissions page will appear:
Click the Permissions link for Accounts Payable.
A new window will load. Make sure to check List and View for Bills, List and View for Vendors:
Then Click Save
Click the Permissions link for Company:
A new window will load. Make sure to check List and View for Departments:
Then click Save.
Click the Permissions link for Administration:
A new window will load. Make sure to check List and View for Users:
Then Click Save to Save the new Role
Step 3: Enter the Information to Intello
Check your email! You should have received an email with some important identifying information:
Head to Intello and copy those credentials into Intello:
After you enter the credentials hit Submit. It can take up to 24 hours for your SaaS spend to sync. We will send you an email when your data is live in the dashboard.