Preparing Sage Intacct Construction for Integration with Estimating

Before exporting estimate entries to Sage Intacct Construction projects, you need to prepare Intacct for integration, as follows:

1. Add SageEst as a Sender ID for Estimating. This ID allows Estimating to communicate with Sage Intacct Construction.

   1. In Sage Intacct Construction, click Company > Setup tab > Company.

   2. On the Security tab of the Company Information page, in the Web Services Authorizations section, add SageEst as a Sender ID, with a description of Sage Estimating Integration.

2. If your Sage Intacct Construction company assigns roles to users, select Company > Admin tab > Roles, and then add a role (say, Estimator) with the following subscriptions and permissions:

   Estimator subscriptions and permissions

   Subscription	Activity/List/Report	Permissions
   Administration	Application Subscriptions	View
   Company	Departments	View
   Company	Location	View
   Company	Document Numbering (optional)	View
   Accounts Receivable	Customers (optional)	View
   Projects	Estimate Types	View
   Projects	Standard Cost Types	View
   Projects	Standard Tasks	View
   Projects	Cost Types	List, View, Add, Edit, and Delete
   Projects	Tasks	List, View, Add, Edit, and Delete
   Projects	Projects	List, View, Add, Edit, and Delete
   Projects	Project Estimates	List, View, Add, Edit, and Delete

    

   For more information, see Role-based vs. user-based permissions in the Sage Intacct Help Center.

3. Set up estimators who will be exporting estimates to Intacct Construction as Web Services users.

   1. In Sage Intacct Construction, at the top level, go to Company > Admin tab > Users, roles & groups, click Web Services users, and then click Edit.

   2. Enter information for the user, including:

      • For the User type, select Business.

      • For Admin privileges, select Limited.

      • Depending on whether your Sage Intacct Construction company assigns roles or individual permissions, either assign the Estimator role you created in step 2 or assign each user the same permissions assigned to the role in step 2.

4. Make sure a task exists for each cost code you plan to send from Sage Estimating.

   Note: Cost codes in Estimating are called tasks in Sage Intacct Construction. When you integrate Estimating with Sage Intacct Construction, these tasks appear in the Job Cost Phase column in the estimate.

   To see a list of tasks that are set up for the company in Sage Intacct Construction, from the Sage Intacct Construction Projects menu, select Setup > Standard Task Catalog.

   If the estimate you want to export has a cost code with no corresponding task in Intacct Construction, add the task to the list.

   Tip: If you want to print a list of the standard tasks for reference when you work in Estimating, click the [Export] button.

5. Make sure cost type exists for each item category you plan to send from Sage Estimating.

   Note: Categories in Estimating are called cost types in Sage Intacct Construction.

   To see a list of standard cost types that are set up in Sage Intacct Construction, from the Reports menu, select Setup > Standard Categories.

   If an estimate item has a category that has no corresponding cost type in Intacct Construction, select Setup > Standard Cost Types to set up the cost type.

   Tip: To print a list of the standard cost types for reference when you work in Estimating, click the [Export] button, and then save the report in your preferred format.