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Before you connect Payhawk and Sage Intacct
Before you connect Payhawk and Sage Intacct

Check out the prerequisites and required permissions for your users before you start connecting Payhawk and Sage Intacct.

Updated over 3 months ago

Before connecting Payhawk and Sage Intacct, you need to set up the prerequisites and ensure your users have the right permissions.

The prerequisites include the following requirements:

  1. Subscribe to Web Services

  2. Add the IP address (if required) and the Sender ID

  3. Create your user and set permissions

Subscribe to Web Services

  1. Go to Company > Subscriptions.

  2. Find Web Services and click on it to subscribe.

IP address

If your company restricts connections based on the IP address, add Payhawk’s IP addresses to Sage Intacct’s allowed list.
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Add the IP addresses:

  1. Go to Company > Company Info.

  2. Click on EDIT.

  3. Click on the Security tab.

  4. Go to the field labeled Enforce IP address filters and click on the Edit icon.

  5. Add separately these IP addresses: 35.187.30.204, 34.140.176.56, 34.76.5.45.

Sender ID

Add payhawkMPP to the allowed list:

  1. Go to Company > Setup > Company.

  2. Click on EDIT.

  3. Click on the Security tab.

  4. Go to the section labeled Web Services authorizations and add the Sender ID payhawkMPP.

  5. Click on SAVE.

Create a user and set roles and permissions

The instructions for permissions vary slightly depending on the client's general settings for the permission type. The permission type can be either Role-Based or User-Based.

Users with role-based permissions

To create a user role:

  1. Go to Company > Roles.

  2. Click on ADD.

  3. Input the name of the role, for example, Payhawk role.

  4. Click on SAVE.

  5. Click on the necessary permissions for each applicable module:

    • Administration (All)

    • Company (Read)

    • Cash Management (All)

    • General Ledger (All)

    • Accounts Payable (All)

    • Taxes (Read) (required if you’re going to be using Taxes)

    • Time and expenses (All)

    • User-defined dimensions (required if you’re going to be using User-defined dimensions)

    • Projects (Read) (required if you’re going to be using Projects and Customers)

  6. Click on SAVE.

Web service users

​To create a web service user:

  1. Go to Company > Web Services User.

  2. Click on NEW.

  3. Input values for the following fields:

    1. User ID

    2. Last name

    3. First name

    4. Email address

    5. Make sure the User Type = Business User

    6. Make sure the Admin privileges = Full

  4. Click on the Roles information tab and select the Role created in the prior step.

  5. Click on SAVE.

Users with user-based permissions

To create a web service user:

  1. Go to Company > Web Services User.

  2. Click on NEW.

  3. Input values for the following fields:

    1. User ID

    2. Last name

    3. First name

    4. Email address

    5. Make sure the User Type = Business User

  4. Click on SAVE.

To add permissions to that new user:

  1. Sage Intacct will return to the list of Web Service Users.

  2. Find your Web Service User and click on SUBSCRIPTIONS.

  3. Click on the necessary permissions for each applicable module:

    • Administration (All)

    • Company (Read)

    • Cash Management (All)

    • General Ledger (All)

    • Accounts Payable (All)

    • Taxes (Read) (required if you’re going to be using Taxes)

    • Time and expenses (All)

    • User-defined dimensions (required if you’re going to be using User-defined dimensions)

    • Projects (Read) (required if you’re going to be using Projects and Customers)

  4. Click on SAVE.

Useful resources

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