Required settings in Intacct—Sage People Integration

These are the required permissions and settings needed in Intacct for the Sage People Integration to work correctly.

Subscribe to the Sage People Integration in Intacct

You started the subscription process when you logged in to Intacct to access the package link. You’re now going to complete the subscription process, and might already have the Sage People Integration configuration page open in Intacct.

You must have already installed the Sage People Integration package in your Sage People organization, and completed the required settings before completing your subscription in Intacct. For more information, see Install the package—Sage People Integration.
  1. Log in to Intacct as an administrator.

  2. Go to Company > Admin > Subscriptions > Sage People Integration and select Configure.

You started the subscription process when you logged in to Intacct to access the package link. You’re now going to complete the subscription process, and might already have the Sage People Integration configuration page open in Intacct.
  1. In the Sage People Administrator section, enter the Integration user and select Save.
If you’re using a sandbox to test your configuration before deploying to other environments, select the sandbox checkbox before saving.

Intacct immediately begins the initialization phase. There are no actions to take during this period, but it can take a few minutes to complete.

During initialization, Intacct:

  • Sets environment and configuration options in Sage People.
  • Synchronizes Intacct-managed lists to Sage People.
  • Assigns appropriate permission sets to Sage People users.