Requirements
- An admin must create a Web Services User in Sage Intacct and grant that user access to all the necessary reports for connection to Data Extraction.
- Setup depends on your organization's permission type in Sage Intacct. Before continuing, make sure to take the steps in one of the articles below:
- For optimal results, ensure all QuickStart categories are properly defined in the general ledger chart of accounts. Review this article for more information.
- If logging in directly is not an option, consider asking your client to do it on your behalf by generating a secure URL from Crunchafi for report sharing.
Data Collection & Direct Connection
1. Start a new data collection from the workspace.
2. Select Connect to accounting system and click Next.
3. Choose Connect directly on the right side as the connection method and click Next.
4. Choose your collection parameters and click Next.
- Collect data through: Specify the end of the period for your data. Defaults to the current date, but you can click on the calendar icon to choose the previous month, day, and year or type the date in MM/DD/YYYY format.
- Collection period: Defaults to collect the fiscal year to date plus 2 more fiscal years. Hover over the field and use the up/down arrows at the far-right to change the number of additional fiscal years, or choose the Fiscal year to date only option, if applicable.
- Basis of accounting: Leave this as Accrual unless Cash applies in your scenario and is supported by your accounting system. If it is not supported, Crunchafi defaults to the available basis and flags it in the output.
- Anonymize customers and vendors: If you prefer to anonymize your customer and vendor data, select this option.
5. Confirm and/or update the types of data you want to include in your collection (i.e., Financial Statements, Transactions, Accounts Payable, and Accounts Receivable). All options are selected by default. Click Next.
💡TIP
You can choose to include or not include financial statements and/or transactions, especially if the company you are connecting to has a large volume of data that may slow down workbook production.
6. Select Sage Intacct and click Next.
7. Click Connect to log into Sage Intacct.
8. If you have already created a Web Services user for this connection, click Skip to Sage Intacct Login. If you have not, click Let's Start to follow the on-screen instructions.
NOTE
If you clicked Let's Start, you must select either Role-based or User-based permission type to reveal the instructions and move forward.
9. Enter your login credentials on the Microsoft Sign in page for an admin account with access to the correct company in Business Central.
10. At the bottom of the screen, enter the Web Services user credentials to log in.
11. If you have multi-entity enabled in your Sage Intacct account, you'll be prompted to select the entity for which you want to share data. You can also select to share consolidated books, if applicable.
12. Crunchafi uses QuickStart Categories assigned to general ledger accounts to interpret the structure for financial data in Sage Intacct. If any categories are missing, you will be prompted to assign them. The collection process cannot begin until this is completed.
NOTE
This will not change any settings inside Sage Intacct and will be only be used for the purposes of this connection. We recommend that you make note of these accounts and make similar changes within Sage Intacct for consistency in your reporting.
13. Click Submit to complete the connection.
Next Steps
The workspace list will show that the import is in progress.
Once completed, you will see a success message and a link to the appropriate collection details page where you can download the completed workbook(s).