Connect Pigment with Sage Intacct

This article explains how to connect Sage Intacct with Pigment to import data into a Pigment block.

Table of Contents

Prerequisites from Sage Intacct 

Step 1: Subscribe to Web Services

Follow the steps below to activate the Web Services option: 

1. Log into Sage Intacct
2. Go to Company > Subscriptions
3. In the Applications tab, find Web Services and click on the toggle to Subscribe 

 *Ignore the warning about additional charges

Step 2: Allow Pigment’s Sender Id and IP Address

IP Address

If your organization enforces the IP address check to connect to Sage Intacct, you must add Pigment’s IP Address to Sage Intacct’s allowed list (documentation).

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 the Edit icon
5. Add the following IP adress: 35.242.251.111

Sender ID

Add Pigment’s Sender ID to the list of authorized Web Services (documentation).

1. Go to Company > Company Info
2. Click on EDIT
3. Click on the Security tab
4. Go to the section labeled Web Services authorizations and add the following Sender ID : PigmentMPP

Step 3: Create a Web Service User with Role-Based Security

Pigment requires a Web Service user to connect to your Sage Intacct account. This user needs the required Permission and access. In this Section we will see how to:

• Create and configure a new Role
• Create and configure a new Web Service User  (this user’s credential will be shared latter with Pigment)

Create a Role

1. Go to Company > Roles
2. Click on Add
3. Input as Name and Description : Pigment   -    Role used for Pigment Web Service user.
4. Click on Save
5. Click on each Application/Module and select Read Only from the top right and save changes
6. Click Save

Create Web Service User

1. Go to Company > Web Service User
2. Click on New
3. Input values for these fields
   1. User ID : Pigment
   2. Last name : Pigment
   3. First name : Connector
   4. Email address :  input the email of the user which will receive this account credentals.
   5. Make sure the User Type = Business User
4. Click on the Roles information tab and select the Role created in the prior step.
5. Click on Save
6. Ignore any warning that there will be a charge for creating the User

Setting up the Sage Intacct Connector within Pigment 

Within Pigment, navigate to the Settings > Integration page from your Workspace homepage, and click on + Add on the Sage Intacct integration.

Click on Setup a Connection and then fill in the following fields:  Name: give a name to your connection Application Access: List the application which will be allowed to use this connection Company ID: enter the company ID you want to connect with. User ID: paste the User ID of the Web Service User. Password: paste the password generated for the Web Service User Click on Setup to finish the setup!

Load data into Pigment using the connector

Once the Sage Intacct Connection is configured, open an Application that the connection is available on and open the Import Data interface for the object you want to import data into.

For example, if you were importing data into a Transactions List, you would open up that list and then select Import and Download and then Import.

Instead of Upload file, select the Integration option.  From here, select the Sage Intacct Connection you just configured. 

 

The Sage Intacct connector allows you to load data into Pigment. with two different modes:

• Data Source
• Custom Report

 

Data source mode

 

The “Data Source” mode allows the end-user to select one of the following “Primary data sources”:

• General Ledger / Accounts
• General Ledger / Account balances
• General Ledger / Details
• General Ledger / Journal entries
• Revenue / Recognition schedules
• Revenue / Recognition schedule entries
• Contract / Billing schedules
• Contract / Billing schedule entries
• Contract / Expense schedule
• Contract / Expense schedule entries
• Bills
• Contracts
• Customers
• Departments
• Employees
• Entities
• Invoices
• Locations
• Vendors

Once you selected it, you need to specify the fields you want to load from the source.

 

Some fields can have similar names because they are referring to a different parent object. Make sure the parent object is the correct one thanks to the description below the field name.

 

 

Filtering data before Importing:

 

You can configure a connector to only load a part of the Data source.

Click on Add Filter and select the Basic Filter option. Then fill in the conditions you want to filter on.

 

For more complex filtering conditions ( ex: filters using OR condition) you can also use the Advanced filter option. Write a SQL-like filtering condition based on the Fields ID. The following operators are supported: <, >, >=, <=, =, like, not like, in, not in, IS NOT NULL, IS NULL, AND

 

Custom Report mode

 

If you want to simply load a Report result into Pigment you might find it easier to use the Custom Report. With this mode, you configure all the report options in Sage Intact and type the report name in Pigment.

 

The performance of the Custom report mode is way more limited than the “Data source” mode. Only use this mode for small data loads (<10 000 line of data).

 

Scheduling of import

 

Similar to other Native connectors, you can automate data load through the Schedule Import interface.  However, we stronly recomment avoiding certain hours due to the timing of Sage Intacct maintence 

 

Please do not run jobs between 12:00am and 2:00am Pacific. This is the preferred timing for Sage Intacct maintenance, Scheduled imports might fail if triggered to run while Sage Intacct is not available for maintenance.