In order to connect your Sage Intacct account to Zudello we require a Web User to be set up in Sage Intacct with the required permissions.
Before you create a Sage Intacct Web User for the connection, we recommend creating a Role with full permissions so it can be associated to the user at the time of creation.
To begin, select Applications > Company > Admin > Web Services Users to create a Web Service User for the integration.
Enter the User ID, Last Name and First Name for the integration. In the Email field enter an email address that you have access to. After creating the user an email will be generated with the password to the account.
Choose Business as the User Type and provide the user with Full Admin Privileges.
After creating the Web User take note of the User ID as this will be required for the connection in Zudello.
Next, choose Roles Information.
Next choose Roles Information and select the Role that you created with Full permission for the integration.
Next, choose User Entities and associate the user to all the Entities that will be used in Zudello. Be sure to check the box that says Enable access to top-level.
Finally choose Save to create the user.
After the user is saved, an email will be generated to the address specified with a password for the account. Save the password as this will be needed to connect Sage Intacct to Zudello.