Setup Walkthroughs

Use these screenshots for optional visual help alongside Connect Sage Intacct, which contains the complete standard setup steps and result checks.

Turn on Web Services

Copy your company ID for the MakersHub connection.

2. Go to Security section and click edit.

3. Scroll down to the section Web Services Authorizations and click Add.

4. Fill in the Sender ID with MakersHubMPP, add an optional description, set status to active, and save.

Continue with Set up application permissions in Connect Sage Intacct.

Create User Permissions

Use individual grants only when your company's access policy requires them. They are not recommended for standard setup; full application access avoids maintaining a changing list of selected grants. Review these selections as supported features change.

Keep your company's existing permission model. For an existing connection, maintain its configured role or Web Services user rather than creating a replacement.

Apply the individual grants

Role-based setup: for a new connection, create a dedicated MakersHub role through Company > Admin > Roles. Open its Subscriptions page, then select Permissions for each application. For an existing connection, open the role already assigned to its Web Services user. See Intacct's role-permission procedure.

For a new role only:

Select Add in the upper right, enter MakersHub as the Name, add an optional description, then select Save.

The screenshots use an example role name. Keep the role configured for an existing connection; use MakersHub for the new dedicated role.

Existing user-based setup: for a new connection, create the separate Web Services user first using Create the Web Services user. For an existing connection, use its configured Web Services user. Then open Company > Admin > Users, roles, and groups > Web Services users, select Subscriptions for that user, and open Permissions for each application. Assign the grants directly; no role is assigned. See Intacct's Administration permissions guidance.

For either model, apply the listed permissions instead of All. Save each edited Permissions window before moving to the next application, then complete Finish saving the grants below. Keep these individual selections when returning to Connect.

Apply the listed grants available in your Intacct subscriptions. If an application or permission is unavailable, contact MakersHub support with its name to confirm applicability. Ordinary AP setup does not require adding a Construction subscription.

Company

Cash Management

General Ledger

Accounts Payable

Accounts Receivable

Purchasing

Projects

Construction-only permission

The permissions below only apply to Construction-enabled companies; see Sage Intacct and CRE.

Finish saving the grants

For role-based permissions:

Two Save buttons are required for role permissions:

1. In each edited Permissions window, select Save.

2. After finishing all applications, select Save on the Roles subscription page.

Saving the Permissions windows alone does not complete the role-permission changes.

For a new connection, assign the saved MakersHub role when creating the Web Services user. For an existing connection, retain the configured role assignment.

For user-based permissions:

Finish saving user-based permissions:

1. In each edited Permissions window, select Save.

2. On returning to User Application Subscriptions, select Save if it is shown.

Continue connection setup

Keep these individual grants rather than replacing them with All. For a new connection, create the Web Services user if needed, then use Save the connection in MakersHub and Test the connection. For an existing connection, use After changing permissions.

Test Connection checks read access. A successful test does not exercise every Add, Edit, Post, or Run permission; retain the listed grants when the test passes.

Permission-screen examples

Use the grant tables above for the required selections. The screenshots illustrate the permission screens; they do not replace the listed grants.

Create Integration User

Create the dedicated Web Services user, separately from your own Intacct account. Open Company > Admin > Users, roles, and groups > Web Services users.

Click add in the upper right corner.

Use Business for User type, Full for Admin privileges, Active for Status, and an accessible Account email. In a role-based company, assign the role already prepared for this connection. In an existing user-based company, assign application permissions directly after creating the user; no role is assigned. Keep the permission model and grant selections established in Connect or the individual-grants section above.

Contact Name

You can use an already created contact or create a new contact.

Finish the creation confirmation in order:

1. Select Save.

2. Select Create.

3. Verify with your own Intacct password.

Use Create the Web Services user for the account choices, password information and current Intacct guidance. Use the Web Services user's credentials in MakersHub; this user cannot sign in to Intacct's interface.

Setup in MakersHub

Follow these screenshots alongside Save the connection in MakersHub, Test the connection, and Import and inspect your Intacct records.

1. Open your user menu > Integrations, select Connect for Sage Intacct, then select Create a Sage Intacct Connection.

2. Enter your company ID, User ID, and User password (The password that was sent to your email), using the Web Services user’s credentials, then select Save.

The older form pictured below labels this button Update; use Save in the current connection instructions.

3. Select Test Connection. Continue when it reports Connection successful. If an error appears, use the matching result in Test the connection.

4. Select Sync Data with Sage Intacct and wait for the initial sync to finish.

5. Open Integration Data > Synced Data List and look for known records in the lists your work needs.