Supported Features

Intacct provides non-customizable endpoints for the data a customer has loaded into their Intacct account. Since these endpoints are non-customizable, Solver Cloud can only pull in the data that has been made available in these endpoints. For a detailed list of the available endpoints and the data that Solver Cloud can access, please read Intacct’s API documentation.

For information on fields to map for your integration, please click the Help button found in Solver Cloud.

Technical Notes

The following are known requirements of Intacct.

  1. Organizations must white list Solver’s SenderID (Intacct documentation) in their system in order for Solver Cloud to connect to their system.
  2. Solver Intacct connector does not support endpoints that have certain special characters in them. This is a reported issue to Intacct that they are working on.

Configuring Access to Intacct

Solver requires the following in order to connect to Intacct:

  1. White List Solver’s SenderID in the organization’s Intacct System.
  2. An account with access to the relevant data is required.
    • A separate account is strongly recommended as a user may be set into a “LOCKEDOUT” state by Intacct if logging in from multiple locations.[1]
      • Creating a web service user is recommended
    • In order to connect to custom objects, the user will need to enable permissions for Custom Application.
  3. Enable Reporting Periods for GLAccountBalance. The GLAccountBalance is where General Ledger summary and OBA data can be found.

The process to configure the above requirement is documented in the next sections.

Whitelist Solver’s SenderID

Solver, Inc.’s sender ID is Solver and is case sensitive. To white list Solver’s SenderID:

  1. Log into your Intacct account.
  2. Click Company >> Company >> Setup >> Company
  3. Click on the Security Tab.
  4. Click Edit in the upper right hand corner
  5. In Edit mode, scroll down the page to Web Service Authorization and click Add
  6. In the popup, for the SenderID type in Solver. You can leave Description blank and for status, set it to Active once you are ready to connect your Intacct System to Solver. 
  7. Click Save

This completes the process to whitelist Solver’s SenderID within your Intacct System. 

Configure User Permissions

  1. Log into as an administrator.
  2. Click on Applications >> Company >> Users or Web Service Users depending on your configuration
  3. A listing of your users will appear. Find the user to be used with Solver Cloud and click on the View Permissions and Roles link under Permissions Report. This will bring up a window containing the permissions and roles that the user is associated to.
  4. A popup will appear showing your the permissions of this user and/or the roles this user has been assigned to. 
  5. Solver Cloud needs at a minimum “List” and “View” permissions to any field that should be brought will be brought into the application. Additional permissions can be added but are not needed for Solver Cloud. A web service only account is useful here where you can define these permissions only.
  6. Should you need to modify these permissions click on Company >> Roles and select the role to be modified.
    • On the first page, fill out a the role description if it has not been provided. This is optional. Click View Subscription
  7. On the next page, you will see the modules that this role has access to as indicated with a check mark. Click Permissions to see the specific permissions for that role. 
  8. A popup will appear showing the permissions. As mentioned above, List and View are the required permissions for Solver Cloud. Here you can see an example setup for General Ledger. 

You have completed setting up a user for use with Solver Cloud. 

Enable Budgeting to Reporting Periods

The GLAccountBalance is where General Ledger summary and Beginning Balance data can be found. In order to query this information, Intacct has the requirement that Reporting Periods must be budgeable. To make a reporting period budgetable:

  1. Log into Intacct as an Admin account.
  2. Navigate to Company >> General Ledger >> Setup >> Reporting Periods
  3. In the grid of configure periods that have been created, click the checkbox to make a period budgetable to enable Solver to bring in data associated to this period for the GLACCOUNTBALANCE object. This object is used to load in GL data including beginning balances. 

This completes the configuration of Intacct so that the Solver connector can connect to an organization’s Intacct data.  


[1] Intacct Documentation: Lockedout State