Pre-requisites
Pre-requisites
Before you start using the integration please make sure the following pre-requisites configuration are completed in Sage Intacct and Rev.io.
Sage Intacct
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 – ajax 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 – ajax Status – Active.
4. Add web service authorization for Sender id – GreytrixMPP. This sender ID will be provided by Greytrix. 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 – GreytrixMPP status – Active.
Create Web service user
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 – xml_Integration
User type – Business
Admin privileges – Full
Status - Active
Install Journal entry import customization patch
Why this is needed? Install the customization patch in Sage Intacct for the integration to execute successfully. (Platform Application) in Sage Intacct.
Important note This is mandatory Setting.
How to Install the customization?
Login to Sage Intacct
The application installation file (“Journal_Entries_Imports.xml” file) will be provided by Greytrix.
Navigation path – Company > Platform Services > Applications
4. Navigation path - Platform Services > Applications > Install from xml.
5. Choose File (application's xml file that is to be installed) > Click Install. Select the “Journal_Entries_Imports.xml” application file to install.
6. Wait for few minutes and let the application get installed. Once it is installed and completion message will be presented. 7.After successfully installing the Journal Entries Import application; the application can be accesses from the main menu.
Journal Entries import Application Permission
Why this is needed? Grant access to Journal Entries Imports application to web service user and other Sage Intacct login users requiring access to Journal Entries Imports application. Web service user must have permission to all modules.
Important note This is mandatory setting.
Sage Intacct Web service user permission
How permission is granted? Navigation Path - Company > Admin > Web Services users.
Select web service user mentioned in the GUMU™ configuration setting for Sage Intacct User ID field in GUMU™ Cloud “xml_integration”> click Subscriptions.
2. Click on Permissions of Journal Entries Imports Application/Module.
3. Assign List/View/Add/Edit/Delete permission for Journal Entries Imports objects. This is mandatory setting. Follow below steps:
Action and Menus set “All” and Click Save.
Sage Intacct Login user permission
How permission is granted? Navigation Path - Company > Admin > Users.
Select Sage Intacct Login user for which you need to provide access permission to the custom module for entry review process. We have used User ID - “bslydell”> click Subscriptions.
Click on Permissions of Journal Entries Imports Application/Module.
Assign List/View/Add/Edit/Delete permission for Journal Entries Imports objects. This is mandatory setting.
Action and Menus set “All” and Click Save.
Create code name ‘RVGJ’ in Journal Entry.
Why this is needed? This Code is needed as the integration will create all the journal entries under this Journal entry code user can find the journal entry created by integration under RVGJ, the code created for the integration is also given in the GUMU™ configuration setting in GUMU™ cloud.
How to create? Navigation path - General Ledger > Setup
Enter Symbol – RVGJ Enter Title – Rev.io GJ Select Status – Active
How it will work? To check Journal Entries created under journal 'RVGJ' Navigation path - General Ledger > Click on Journal Entries > Click on View transaction
Dimension Department
Why it is needed? Department dimension is required for the integration to function successfully. The values filled in department dimension is given in the configuration setting.
How is it create? Navigation path - Company > Click on Department > Click on ADD button > Click on Save button.
The value entered below is also provided in the integration configuration screen in GUMU™ cloud.
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