Pre-requisites
Pre-requisites
Last updated
Pre-requisites
Last updated
Before starting the installation of the application, please ensure the following pre-requisites are completed in Sage Intacct and Synchronoss.
Sender ID Web service authorization
Why this is needed? Sender ID is token used for web services call made by GUMU™ integrations, Sage Intacct provides this Sender ID to development partner to enable successful calling of web services from external application. This Sender ID needs to be authorized by the client in their Sage Intacct company which will be used in integration.
Important Note This is mandatory Setting.
How it is done? Web services should be authorized in Sage Intacct for the integration to execute correctly, to achieve this follow the steps mentioned below
Click on link mentioned below https://www.intacct.com/ia/acct/login
Login into Sage Intacct Company using Company ID, User ID, Password.
3. Add Web Service Authorizations for Sender id – Enter your Sender ID How it is done? Navigation path - Company > Company Information > Security tab Scroll down to Web Services authorizations section set the following fields: Add Sender ID – Enter your Sender ID Status – Active.
4. Add web service authorization for Sender id – Add your web service Authorization Greytrix will provide this sender ID. User needs to provide access to this sender id in their company as it is important part of the security rights for the integration.
How it is done? Navigation path - Company > Company Information > Security tab Scroll down to Web Services authorizations section set the following fields. Add Sender ID – Add your sender ID Status – Active.
Why this is needed? Create new web service user in Sage Intacct. This user will be used in the integration setting in GUMU configuration for making all Web service API calls in Sage Intacct.
Important Note This is mandatory Setting.
How to create new web service user? Navigation Path - Company > Admin > Web Services users
Click on New button, enter the details.
User ID – Enter your User ID
User type – Business
Admin privileges – Full
Status - Active
Why it is needed? Create Custom fields for Accounts Payable Bill and Adjustment.
Important note This is mandatory Setting.
How it is created? Navigation path - Go to Platform Services > All tab > Object customization. Click the ‘+’ icon beside Custom fields.
Click on Add button
Select AP bill
Select Data Type – TEXT
Click on next button
Add custom Field -
Field ID : TRX_ID
Length : 20
Label : Custom
Important Note Field ID should be TRX_ID for both AP BILL and AP ADJUSTMENT.
Follow same process for Account Payable Adjustment.
Why this is needed? On GUMU™ cloud portal, SFTP/FTP is act as a connector or a data source.
Setup SFTP/FTP, which will act as a destination where files exported from Synchronoss, will keep for further processing. Files exported from Sage Intacct will be exported to SFTP/FTP. Integration will read the incoming files (bills and adjustments) from directories and will upload the files outgoing files (payments) at specified directories.
How this is done? 1. Enter the SFTP/FTP URL as shown in the below screenshot and press Enter key.
2. Enter Username.
3. Enter Password.
4. Always upload CSV file in upload Folder then click on Upload button.
Important Note This is mandatory Setting.
Upload the new import files on SFTP/FTP specified import folder manually.
