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Step 1 - Enable Web Services

1. Navigate to Applications › Company › Admin (tab) › Subscriptions

   
   

2. Scroll to the Web Services subscription and make sure it is enabled.

   Note: No additional charges will be incurred.

   

Step 2 - Update Web Service authorizations

1. Navigate to Company › Setup (tab) › Company
   
   

2. Click Security › Edit button (top right).

3. Scroll to Web Services Authorization, and then click the Add button.

   

4. From the Web Services Sender Information dialog, enter Finagraph (must be capitalized) as the Sender ID, make sure the status is set to Active, and then click Save.

   

5. Click the Save button (top right).

   

Step 3 - Create a Contact

1. Navigate to Company › Setup (tab) › Contact

2. Click Add (top right)

3. In Contact Information

   1. Enter N/A for the First name and Last name

   2. Enter the email of the person who will be receiving the Web Services login (must be a valid email address) as the Primary email address

   3. Enter Finagraph (must be capitalized) for the Suggested contact name and Print as

   4. Make sure Status is Active

   5. Click Save

   

Step 4 - Create a Web Services User

If you have a multi-entity shared environment enabled, make sure to add the Web Services User at the Top level.

1. Navigate to Company › Admin (tab) › Web Services Users
   
   

   1. Click the Add button.

   2. Enter Finagraph (must be capitalized) for the User ID. This is the Web Services User ID used to sign in.

   3. Enter the email of the person who will be receiving the Web Services login (must be a valid email address) as the Account email address

      1. A new password will be emailed to this address, which will be needed to sign in

   4. Make sure the Status is set to Active.

   5. Select Finagraph as the Contact Name

   6. For User type, select Business.

   7. For Admin privileges, select Limited.

   8. Click Save (top right).

   9. Click Ok if prompted about additional charges. No additional charges will be incurred.

   10. In the password dialog that comes up, enter your Admin password and click Done.

   
   

   

Step 5 - Grant permissions to the Web Services User

Depending on your Sage Intacct configuration, some of the following permissions may not appear and do not need to be configured.

From the Company: To the Web Services Users 

1. Click on the Subscriptions link on the Finagraph user

2. Click Permissions next to Administration

   1. Check List next to Application Subscriptions 

   2. Check View next to Company Info

   3. Click Save

3. Click Permissions next to Company 

   1. Check Read Only (at the top)

   2. Click Save

4. Click Permissions next to General Ledger 

   1. Check Read Only (at the top)

   2. Check View next to User-defined books

   3. Click Save

5. Click Permissions next to Accounts Payable 

   1. Check Read Only (at the top)

   2. Check View next to Payment Requests

   3. Click Save

6. Click Permissions next to Accounts Receivable 

   1. Check Read Only (at the top)

   2. Check View next to Manage Payments

   3. Click Save

7. Click Permissions next to Global Consolidations (if applicable)

   1. Check View next to Manage Books

   2. Click Save

8. Click the Save button (top right)

You are ready to connect your Sage Intacct company with Strongbox. Follow our step-by-step guide when you're ready to connect.