This guide outlines the steps needed to connect Sage Intacct with Dryrun for seamless data integration. Follow these instructions carefully to ensure a successful setup. 

Step 1: Enable Web Services

1. Log into Intacct using an account with administrative privileges. Navigate to: 
   Company > Subscriptions 
   
   
2. Enable Web Services by scrolling down to Web Services and clicking the switch to enable it. 
   Note: The warning about additional fees does not apply in this case. 
   
   
3. Go to Company Configuration. Access the Setup > Configuration tab to adjust settings.  
   
   
4. Access the Security Tab. Open the Security Tab and click Edit in the top-right corner. 
   
   
   
5. Add Web Services Authorization: Scroll down to the Web Services Authorizations section and click Add.  
   
   
6. Enter Sender ID: Input LEVRMediaMPP as the Sender ID. Optionally, add "Dryrun" as the description. Ensure the status is set to Active and click Save. 
   
   
7. Verify Authorization: Confirm that LEVRMediaMPP appears in the list of Web Services Authorizations. You are now ready to proceed with the connection to Dryrun.  
   
   

Step 2: Create a Web Service User

1. Navigate to Web Service User: Go to Company > Web Service User.
   
   
2. Create a New User: 
   Click New to begin creating a Web Service User. 
3. Fill in User Details: 
   Complete the following fields: 
   o User ID 
   o Last Name 
   o First Name 
   o Email Address 
4. Set User Type: 
   Select Business User as the user type. 
5. Assign Permissions: 
   o Navigate to the Roles Info Tab and assign the user to an appropriate role. 
   o If no suitable role exists, create a new role with the following permissions: 
    Company 
    Cash Management 
    General Ledger 
    Accounts Payable 
    Platform Services 
    Accounts Receivable 
   
   
6. Save the User: 
   Click Save to finalize the new user. Ignore any warnings about charges for creating the user. 
7. Retrieve Login Credentials: 
   Check your email for the user’s credentials. These will be needed for the Dryrun authentication window. 

Step 3: Connect to Dryrun

1. Log into the Web Form: Use the provided credentials and your Company ID to log into the Dryrun web form. 
   Your credentials are securely stored and protected using industry-standard measures.
2. You are now connected to Dryrun! 
   Proceed through the Import Wizard to sync your data. 

Have feedback or need more help? Chat us up in-app or send us an email at hello@dryrun.com