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:
Subscribe to Web Services
Go to Company > Subscriptions.
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.
Add the IP addresses:
Go to Company > Company Info.
Click on EDIT.
Click on the Security tab.
Go to the field labeled Enforce IP address filters and click on the Edit icon.
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:
Go to Company > Setup > Company.
Click on EDIT.
Click on the Security tab.
Go to the section labeled Web Services authorizations and add the Sender ID payhawkMPP.
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:
Go to Company > Roles.
Click on ADD.
Input the name of the role, for example, Payhawk role.
Click on SAVE.
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)
Click on SAVE.
Web service users
To create a web service user:
Go to Company > Web Services User.
Click on NEW.
Input values for the following fields:
User ID
Last name
First name
Email address
Make sure the User Type = Business User
Make sure the Admin privileges = Full
Click on the Roles information tab and select the Role created in the prior step.
Click on SAVE.
Users with user-based permissions
To create a web service user:
Go to Company > Web Services User.
Click on NEW.
Input values for the following fields:
User ID
Last name
First name
Email address
Make sure the User Type = Business User
Click on SAVE.
To add permissions to that new user:
Sage Intacct will return to the list of Web Service Users.
Find your Web Service User and click on SUBSCRIPTIONS.
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)
Click on SAVE.