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Common Errors and FAQs

General FAQs​

What requirements must be met before connecting Agave Sync to Sage Intacct?​

  1. You need to purchase the Sage Intacct Construction Accounting module.
  2. You need to enable the Web Services Subscription (see below.

Are there any particular considerations or best practices we should be aware of when integrating at the top level versus the entity level with Intacct?​

Each Agave sync configuration links one Autodesk Hub with one Sage Intacct Entity.

Both integration approaches—(1) at the top-level entity or (2) at an individual child entity—are viable. However, we would generally recommend integrate at the child-entity level for the following reasons:

  1. If additional entities are added over time (e.g., through acquisitions), they wouldn’t all need to be connected to Autodesk individually.
  2. While filters can be applied at the top level to achieve similar results, managing syncs at the child level provides more control.
  3. Most core objects (e.g., Vendors, Customers) can still be set up at the top-level entity and shared with child entities as needed.

There are two considerations with the child-entity integration approach though:

  1. More Overhead Work: permissions, modules, and settings would need to be managed separately for each entity instead of just at the top level.
  2. Additional Costs: each new sync configuration (i.e., integrating another entity with Autodesk) would incur additional costs from Agave.

Are there any known issues or limitations that could affect the integration's performance or functionality at either level?​

Typically, no major issues arise at either level. However, a top-level entity may contain significantly more data, potentially leading to:

  1. Higher request volume to Intacct.
  2. The need for more filtering, which could slow down requests.

What are costs from Sage Intacct for using Agave Sync?​

You will need to must purchase a separate "Web Services" license, which costs $2,500/yr for 100k total requests per month.

For more details on enabling the Web Services license, see link.

Connecting to Sage Intacct​

To authorize access for Agave to make requests to Sage Intacct, you will need to complete the following steps:

Step 1: Enable Web Services Subscription​

To integrate with Sage Intacct using Agave, you must have an active Sage Intacct Web Services Developer License.

To enable the Web Services Developer License, you or your company's Sage Intacct Administrator will need to:

  1. Contact your Sage Intacct account manager to enable a Developer License. This "Web Services" license comes with a "Sender ID" and "Sender Password".
  2. Enable the Web Services subscription under Company --> Admin --> Subscriptions.

Sage Intacct
  1. Scroll to the bottom of the page and enable the Web Services subscription.

Sage Intacct

Step 2: Authorize Web Service Sender ID​

To authorize your Web Service Sender ID:

  1. Select Company --> Setup --> Company (under Configuration).

Sage Intacct
  1. Select Security.

Sage Intacct
  1. Scroll down to Web Services Authorizations, and press Add.

Sage Intacct
  1. Input details for your Sender ID (acquired in Step 1) and press Save.

Step 3: Create Web Services User​

A Web Service User enables exchanging information with Sage Intacct without needing to log in to the Sage Intacct UI.

To create a Web Service User:

  1. Select Company --> Company --> Web Service Users:

Sage Intacct
  1. Add details on the Web Service User:

Sage Intacct
  1. Go to User Entities tab. Select Enable access to top level and any Entities you would like to enable for this Web Services User:

Sage Intacct
  1. To ensure the Web Service User has the proper permissions, go to Company --> Admin --> Roles:

Sage Intacct
  1. Select Add:

Sage Intacct
  1. Add a Description for the Role:

Sage Intacct
  1. Select View Subscriptions, and select the relevant Permissions you want to enable and press Save:

Sage Intacct
note

Depending on your integration needs, you will likely want to enable the Company, General Ledger, Accounts Payable, Accounts Receivable, Jobs, Order Entry, and Purchasing modules.

  1. Return to the Web Service User page. Under the Roles Information tab, add the above Role for the Web Service User:

Sage Intacct

Step 4: Authenticate with Sage Intacct in Agave​

When logging into Sage Intacct in Agave, input details for connecting to your Sage Intacct account, including the:

  • Company ID: see below for details on how to retrieve your Company ID.
  • Sender ID: this is the Web Service Sender ID provided by Sage Intacct.
  • Sender Password: this is the Web Service Sender Password provided by Sage Intacct.
  • User ID: this is the Web Service User ID you created above.
  • Password: this is the password for the Web Service User.

Sage Intacct

To determine your Company ID, select Applications-->Company-->Company. Your Company ID will appear at the top of the page.

Sage Intacct

Finally, press Submit. On the next screen, select an Entity and press Confirm:

Sage Intacct