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Sage Intacct Sync Guide: Create a Web Services Bill.com Sync User in Sage Intacct

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Kaylen W.
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Create a user at the Root/Top Level in Sage Intacct and give it full permissions. For multi-entity Sage Intacct environments, if you have multiple Bill.com accounts syncing with the Entity Level, you will use the same sync user credentials in Bill.com, and distinguish each by adding the Entity ID when you enter your Sage Intacct Login Info. 

Sync user creation

To create the Bill.com Sync User, complete the following steps in Sage Intacct at the Root/Top Level: 

  1. Go to Company > Web Services Users > Add
  2. Enter the following field values:
    • User ID, Last name, First name: 
      • Enter XML_Bill.com 
      • This username indicates a non-billable user and is used strictly for the integration
    • Email address
      • Use the email address of the person managing the Bill.com account or the sync
    • User type
      • Select Business 
    • Admin privileges
      • Select Full
  3. Click Save

Once the XML_Bill.com user is created, you will receive an email from Sage Intacct containing a password

Intacct_1.png

Permission assignment

Sage Intacct supports two methods of assigning user permissions, user-based and role-based. To assign permissions to your Bill.com Sync User, follow the steps specific to your permissions method below: 

User-based 

  1. Go to Company > Web Services Users
  2. Click Subscriptions to the right of the XML_Bill.com user
  3. Click Permissions to the right of each module 
    • Ensure that all permissions are enabled within each module, saving your changes as you go
  4. Once all permissions have been granted, click Save 

Role-based  

  1. Go to Company > Roles > Add 
  2. Enter a role Name and Description                                                                                                                                                                                    Intacct_4.png
  3. Click Save      
  4. Click Permissions to the right of each module
    • Ensure that all permissions are enabled within each module, saving your changes as you go Intacct_2.pngIntacct_3.png
  5. Once all permissions have been granted, click Save
  6. Assign the role to the XML_Bill.com user:
    1. Go to Company > Web Services Users
    2. Click Edit to the left of the XML_Bill.com user
    3. Click the Roles information subtab
    4. Select the Bill.com role from the Role name dropdown menuIntacct_6.png
    5. Click Save

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