Armatic Knowledge Base

Connect/Sync Armatic with your Sage-Intacct Account

Step by step guide to setting up the permissions to sync Armatic with your Sage-Intacct account

From your Sage-Intacct Account we will be creating a web services only user. Armatic is a Sage-Intacct Partner so there is no cost to create this specific user.

Create user

  1. Go to Company -> Users -> Add
  2. Fill the form. Important : use xmlgw-armatic as User ID, make sure Restrict user access to web services only is checked.
  3. Click “Save” 

Mark sure to enter an email address that you have access to, the password for the account will be sent to the entered email address.

Intacct setup 1

Choose Application/Module Permissions

User Application Subscriptions choose following subscriptions with corresponding permissions Expanded view

Intacct setup

Company Permissions: Expand View

Intacct - Permission Assignment 2017-11-01 17-46-06

Cash management Permissions: Expand View

Intacct+-+Permission+Assignment+2017-11-01+17-46-56

General Ledger Permissions: Expand View

Intacct+-+Permission+Assignment+2017-11-01+17-47-32

Accounts Receivable Permissions: Expand View

Intacct+-+Permission+Assignment+2017-11-01+17-48-11

Inventory Control Permissions: Expand View

Intacct+-+Permission+Assignment+2017-11-01+17-49-06

Order Entry Permissions: Expand View

Intacct+-+Permission+Assignment+2017-11-01+17-49-52

Click “Save”

Enable Web Service Authentication

From your Intacct account go to:

  1. Company
  2. Company information
  3. Security
  4. From the security section, select "Edit" in the upper right.
  5. Next scroll down to "Web Services authorizations" and select the "+" to add a new web service

Web Services DEMO 2018-11-15 07-18-18

In the Web Services Sender Information Screen

  1. Enter the "Pscore" for the Sender ID
  2. Enter "Armatic Integration" for the Description
  3. Set the status to "Active"
  4. Select "Save"

Web Services DEMO 2018-11-15 07-20-38

Connect Intacct in Armatic

From your Armatic account

  1. Go to  Account -> Accounting
  2. Click “Connect” under Intacct logo
  3. Enter Company ID,  User ID (xmlgw-armatic) and password for this user
  4. Select "Connect"

The popup will close automatically and data will start syncing from your Intacct account to Armatic. The first sync can take some time to complete if your account has a large amount of customers and/or invoices.

More Questions?

Look for the chat icon on the right to send us a message, email us at support@armatic.com or give us a call at (949) 424-2875.