A few notes before we get started:

  1. Everyone's Intacct configuration is slightly different, so the screenshots in this help article might not align exactly with what you see in your Intacct account. That being said, we will work with you to get the integration set up properly, but we appreciate your patience if it takes a bit of exploration! 
  2. You must enable the Web Services subscription using Company > Subscriptions (or Company > Admin > Subscriptions) in Intacct. 
  3. The integration requires creating a new user in Intacct. This user's sole purpose is to authenticate the integration during the initial integration set up. You can prefix the user ID name with "XML_Gateway" to indicate that this is a web services user only. This will also allow you to avoid paying for an additional user license in Intacct. 
  4. If you have more than one entity set up in your Intacct, you will need to specify the User/Role to that entity. 

Step 1: Enable Web Services Subscription

Subscribe to Web Services: Under Company > Subscriptions

Step 2: Add Intello as a sender

You need to enable Intello to send api requests to your Intacct account.

Navigate to the Company tab and select Company Info

Then click the Security link:

Then click edit in the right hand corner: 

Scroll down to Web Service Authorizations and click the +:

Enter "Intello" in the Sender ID field:

Then click Save! 

After, make sure you click Save a second time on the company info page in the right hand corner.

Step 3: Determine whether you have user-based permissions or role-based permissions in Intacct

Intacct has two permissions settings: user-based permissions and role-based permissions. Depending on which one applies to you, follow the instructions below.

If you're not sure which type you have, you can check by navigating to company > company info:

Scroll down to Global Settings, and you'll see which Permission type your account is:

If you have user-based permissions:

Step 1: Create a new user

This is the user that will authorize the connection between Intello and Intacct. 

Navigate to the Company tab, and select Users:

Then click Add User:

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])

Enable Web Services only. 

Then, click Save!

Next, enter your Intacct password: 

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:

Scroll down and click save.

Click the Permissions link for Time Expenses. 

A new window load. Make sure to check, List, View, and View Expense for Expense Summaries.

Optionally: you can also add read user permissions to your Intello <> Intacct integration. This will allow you to see usage inside Intello.

Click Permissions for Administration.

A new window load. Make sure to check, List and View for Users. And View for Company Info.

Click Save: 

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.

If you have Role-based permissions in Intacct: 

Step 1: Add a role

Navigate to the Company tab and click the plus icon next to Roles:

In the Name field, add a name for the role (this can be Intello). You can't change this name after you save the role. Optionally, enter a description for the role.

Click Save. 

The Roles Subscriptions page appears: 

Click the Permissions link for Accounts Payable. 

A new window will load. Make sure to check List and View for Bills:

Scroll down and click save.

Click the Permissions link for Time Expenses. 

A new window load. Make sure to check, List, View, and View Expense for Expense Summaries.

Optionally: you can also add read user permissions to your Intello <> Intacct integration. This will allow you to see usage inside Intello.

Click Permissions for Administration.

A new window load. Make sure to check, List and View for Users. And View for Company Info.

Click Save: 

Step 2: Create Intello user

This is the user that will authorize the connection between  and Intacct. Navigate to the Company tab, and select Web Services Users:

Then click Add User:

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])

Click the Roles Information tab and select the Intello role you just created: 

Then, click Save!

Next, enter your Intacct password: 

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.

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