Subscribe to Web Services
- Company > Subscriptions
- Find ‘Web Services’ and click on it to Subscribe
- Ignore the warning about additional charges
Add the Canix Sender ID to the Allowed List
Canix Sender ID = CanixMPP
- Company > Setup > Company
- Select the Security tab and scroll down to the section “Web Services Authorizations”
- Select “Add” and fill in the Sender ID with CanixMPP
Sage Web Service User Setup
Sage API calls should be made by Web Users, not UI Users. Web users do not require licensing, and it’s also much easier to make sure these users do not have Admin level access.
- Company > Admin > Web Services Users
- Select “Add” to add an employee.
- Create a User ID, Last Name, First Name and Email address.
- Set User Type = Business User, you can leave admin privileges “off”.
Sage Web Service User Permissions
You’ll need to set up a role specific to your Web Services User, with the correct permissions to work with Canix.
To create a new role, navigate to Company > Admin > Roles:
The fastest way to get setup will be to provide full access, but full access is not necessary for the integration to function. The following permissions are required:
General Ledger
Field | List | View | Add | Edit | Delete | Post |
Accounts | X | X | ||||
Journal Entries | X | X | X | X |
Order Entry
Field | List | View | Add | Edit | Delete | Post |
Customers | X | X | X | X | ||
Item Groups | X | X | X | X | ||
Item GL Groups | X | X | X | X | ||
Items | X | X | X | X | ||
Warehouses | X | X | X | X | ||
Tax Authority | X | X | X | X | ||
Tax Detail | X | X | X | X | ||
Tax Schedule | X | X | X | X | ||
Tax Schedule Map | X | X | X | X | ||
Order Entry Transactions | X | X | X | X | ||
Payments | X |
Purchasing
Field | List | View | Add | Edit | Delete | Post |
Approve Purchase Transaction | X | |||||
Vendors | X | X | X | X | ||
Vendor Groups | X | X | X | X | ||
Vendor GL Groups | X | X | X | X | ||
Items | X | X | X | X | ||
Item Groups | X | X | X | X | ||
Unit of Measure | X | X | X | X | ||
Product Line | X | X | X | X | ||
Item GL Groups | X | X | X | X | ||
Item Tax Groups | X | X | X | X | ||
Warehouses | X | X | ||||
Tax Detail | X | X | X | X | ||
Tax Schedule | X | X | X | X | ||
Tax Schedule Map | X | X | X | X | ||
Purchasing Transactions | X | X | X | X |
Accounts Receivable
Field | List | View | Add | Edit | Post | Override AR Account |
AR Terms | X | X | ||||
Invoices | X | X | X | X | X | X |
Adjustments | X | X | X | X | X | X |
Posted Payments | X | X | ||||
Manage Payments | X | X | X | X |
Accounts Payable
Field | List | View | Add | Edit | Post | Override AP Account |
Manual Payment | X | X | X | |||
Bills | X | X | X | X | X | X |
Adjustments | X | X | X | X | X | |
Payment Requests | X | X | X | |||
Posted Payments | X | X |
Cash Management > Full Access
*this enables recording payments in Sage Intacct from Canix
Sage Purchase Orders Setup
For Sage Intacct purchase orders to integrate with Canix, you’ll need to create a purchase order template that accounts for various purchase order fields in Canix. Follow these steps to create:
- Purchasing > Setup > Subtotal Templates
- Create or edit a Subtotal Template to look like this (GL accounts are flexible and should reflect where you want the expenses recorded, but descriptions must be exact). Note: descriptions must be exact, they’re used as references in the integration software.
- Once this Subtotal Template is set up, you have to assign it to the Purchase Order Transaction Definition. Purchasing > Setup > Transaction Definitions.
- Then “Edit” on the “Purchase Order” line. Scroll down to accounting and select the purchase order template you created previously.
Sage Purchase Orders Receiver Setup
For Sage Intacct Purchase Order Receivers to be converted from Canix, you’ll need to utilize the purchase order subtotal template created in the Sage Purchase Orders Setup step to account for various purchase order fields in Canix.
Sage Vendor Invoice Setup
For Sage Intacct Vendor Invoices to be converted from Canix, you’ll need to utilize the purchase order subtotal template created in the Sage Purchase Orders Setup step to account for various purchase order fields in Canix.
Sage Sales Orders Setup
- Deactivate the Sales Order transaction definition for order entry. Order Entry > Setup > Transaction Definitions.
- The reason we’re able to deactivate the Sales Order transaction definition, is that your Sales Orders are already tracked in Canix. When sending to Sage Intacct you can skip Sales Orders and go directly to Sales Invoice.
- The reason we’re able to deactivate the Sales Order transaction definition, is that your Sales Orders are already tracked in Canix. When sending to Sage Intacct you can skip Sales Orders and go directly to Sales Invoice.
Instead of this:
It should look like this:
If getting this error:
Your Sales Invoice transaction definition is configured to affect AR. However, no GL Accounts were found in the AR GL Information tab for itemid 'x’ and warehouse 'x’
Go to this setup page and map the GL Accounts accordingly.
Transaction Numbering
To ensure that invoices can be sent from Canix to Sage Intacct, we will need to make sure a Numbering Sequence is selected.
- Navigate to Order Entry > Setup > Transaction definitions
- Select Edit on the Sales Invoice transaction definition
- In the Transaction Numbering section, confirm that the Numbering sequence field is Sales Invoice
- If Sales Invoice is not available as an option, select Add in the top left of the Numbering Sequence Dropdown
- On the Document sequence information modal, enter “Sales Invoice” as the Sequence ID and Print title. The Starting number and Next number can both be 1. Confirm the Status is Active.
Select Save and then select Sales Invoice in the Numbering sequence dropdown
Activate the Integration in Canix
Now that Sage Intacct is setup to receive API transactions from Canix, you’ll need to create the live connection.
- In Canix, navigate to Admin > Integrations > Sage Intacct.
- You’ll add your Company ID, User Name and User Password for the Web Services user that you created previously.
- Hit Test, and look for the “Success!” message in the top right.
Now you’re ready to Send Sales Invoices, Purchase Orders, Credit Memos and Payments to Sage Intacct from Canix.