Setup Sage Intacct to work with TimeRewards

 

Setup steps

• Enable Sage Intacct’s Web Services
• Create a new Web Services User
• Add Sage Credentials to TimeRewards

Enable Web Services

Web Services enables you to exchange information with external applications

1. Go to Company > Admin > Subscriptions
   • Turn on Web Services
2. Go to Company > Setup > Company
   • Switch to the Security tab, click edit, scroll down to Web Services authorization, and Add
   • Enter TimeRewardsMPP for the Sender ID and Web Sender ID for the Description
   • Click Save

Create Web User Account

1. Go to Company > Admin > Web Services users
2. Click Add to create a new user. We recommend the following settings:
   • User ID: timerewards
   • Last name: API
   • First name: TimeRewards
   • Email address: any (you will receive the pwd here)
   • Contact name: leave blank
   • User name: will auto-fill with timerewards
   • User type: Business
   • Admin privileges: Full

Next, you need to Add Sage credentials to TimeRewards

Add Sage Credentials to TimeRewards

You will need the following information

• Company ID: [your company id from sage]
• User ID: timerewards (or the user ID you created above)
• Password: see the email you received after creating the new web services user

1. Login to your TimeRewards Account
2. Go to Setup | Apps
3. Turn on Sage Integration and enter the Company ID, User ID, and Password.