Workyard

​In order to connect Sage Intacct with Workyard, we need some information. This document will show you how to collect it.

You will need to have an active Workyard Enterprise Subscription to use this integration

Hover over the question-mark bubble icon at the bottom-left of the screen.

Click the “Send us a message” bubble in the chat window.

Enter a message along the lines of the following:

1. Hover over the question-mark bubble icon at the bottom-left of the screen.
2. Click the “Message Us” menu item.
3. Click the “Send us a message” bubble in the chat window.
4. Enter a message along the lines of the following:

I'd like to integrate with Sage Intacct. I need Workyard's "Sender Id" to proceed, please.

The next steps take place in your Sage Intacct:

Enable the provided Sender ID in the “Web services authorizations” screen

1. Go to Company &gt; Company Info
2. Click the “Edit” button
3. Click on the “Security” tab
4. Add the Workyard-provided “Sender ID” in the “Web services authorizations” section

1. Enable the provided Sender ID in the “Web services authorizations” screen
   1. Go to Company &gt; Company Info
   2. Click the “Edit” button
   3. Click on the “Security” tab
   4. Add the Workyard-provided “Sender ID” in the “Web services authorizations” section

2. Create a new user in Sage Intacct to be used by Workyard for configuring your integration. You can choose between a Role-based or User-based option as per security configuration. Instructions vary slightly depending on the client defining their security as “Role-Based” or “User-Based:”

1. Create a Role
   1. Go to Company &gt; Roles
   2. Click the “Add” button”
   3. Enter a name for the role—we like “Workyard Integration”
   4. Click the “Save” button
   5. Click on the necessary permissions for each applicable module to enable them for the new user
   6. Click the “Save” button
2. Create a Web Service User
   1. Go to Company &gt; Web Service User
   2. Click the “New” button
   3. Enter the values for the following fields:
      1. User ID: “workyard”
      2. Last name: “Integration”
      3. First Name: “Workyard”
      4. Email address: your email address or the IT department at your company
      5. User Type: “Business User”
   4. Click on the “Roles information” tab and select the “Workyard Integration” role created earlier
   5. Click the “Save” button (ignore any warning about a charge for creating a user)

1. Go to Company &gt; Web service user
2. Click the “New” button
3. Enter the values for the following fields:
 1. User ID: “workyard”
 2. Last name: “Integration”
 3. First Name: “Workyard”
 4. Email address: your email address or the IT department at your company
 5. User Type: “Business User”
4. Click the “Save” button

1. Create User with Role-Based Security
 1. Create a Role
 1. Go to Company &gt; Roles
 2. Click the “Add” button”
 3. Enter a name for the role—we like “Workyard Integration”
 4. Click the “Save” button
 5. Click on the necessary permissions for each applicable module to enable them for the new user
 6. Click the “Save” button
 2. Create a Web Service User
 1. Go to Company &gt; Web Service User
 2. Click the “New” button
 3. Enter the values for the following fields:
 1. User ID: “workyard”
 2. Last name: “Integration”
 3. First Name: “Workyard”
 4. Email address: your email address or the IT department at your company
 5. User Type: “Business User”
 4. Click on the “Roles information” tab and select the “Workyard Integration” role created earlier
 5. Click the “Save” button (ignore any warning about a charge for creating a user)
2. Create User with User-Based Security
 1. Go to Company &gt; Web service user
 2. Click the “New” button
 3. Enter the values for the following fields:
 1. User ID: “workyard”
 2. Last name: “Integration”
 3. First Name: “Workyard”
 4. Email address: your email address or the IT department at your company
 5. User Type: “Business User”
 4. Click the “Save” button

3. Assign the required permissions to the newly-created user

Find your Web service user and click on “Subscriptions”

Click on the necessary Permissions for each applicable module. Workyard needs following permissions for standard configuration, which are part of the Project &amp; Resource Management module:

1. Location: Read only
2. Project: Read only
3. Task: Read only
4. Employee: Read only
5. Customer: Read only
6. Department: Read only
7. Vendor: Read only
8. Cost Type: Read only
9. Timesheet Object: Read/Write

1. Find your Web service user and click on “Subscriptions”
2. Click on the necessary Permissions for each applicable module. Workyard needs following permissions for standard configuration, which are part of the Project &amp; Resource Management module:
 1. Location: Read only
 2. Project: Read only
 3. Task: Read only
 4. Employee: Read only
 5. Customer: Read only
 6. Department: Read only
 7. Vendor: Read only
 8. Cost Type: Read only
 9. Timesheet Object: Read/Write
3. Click the “Save” button

Go to Company &gt; Setup &gt; Configuration &gt; Company &gt; General Information and copy the ID from the “Company Information” section

Go to Company &gt; Setup &gt; Entities and copy the appropriate ID

1. Go to Company &gt; Setup &gt; Configuration &gt; Company &gt; General Information and copy the ID from the “Company Information” section
2. Go to Company &gt; Setup &gt; Entities and copy the appropriate ID

5. Provide the user name and password for the new Web service user as well as your Company ID, and Entity ID to Workyard over the chat channel and wait for them to complete the set up. ​ ​ More Information on the <a href="https://help.workyard.com/en/articles/11067891-sage-intacct-integration">Sage Intacct Integration</a>

How to Set Up Your Sage Intacct Integration