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Kojo Sage Intacct Integration Setup
Kojo Sage Intacct Integration Setup

Learn how to setup Kojo integration with Sage Intacct Construction

K
Written by Kojo Support
Updated over 3 months ago

Kojo integrates with Sage Intacct Construction's Purchasing module. This guide will enable setup of the prerequisites in Intacct for Kojo to have access to connect to Intacct's web services. After the prerequisites are complete Kojo customers should work with their Customer Success Manager to enable the Intacct integration on the Kojo application.

Prerequisites

Subscribe to Web Services

Add Kojo's Sender ID KojoTechMPP to Sage Intacct’s allowed list.

  1. Company 🡪 Subscriptions

  2. Find ‘Web Services’ and click on it to Subscribe

  3. Ignore the warning about additional charges

IP Address

If your company is doing any IP filtering, add Kojo's IP Address to Sage Intacct’s allowed list.

  1. Company 🡪 Company Info

  2. Click EDIT

  3. Click on the ‘Security’ tab

  4. Go to the field labeled “Enforce IP address filters” and click the Edit icon

  5. Add the following IP addresses:

    1. 52.38.206.119

    2. 52.35.39.208

Sender ID

Add Kojo Sender ID to the allowed list.

  1. Company 🡪 Company Info

  2. Click EDIT

  3. Click on the ‘Security’ tab

  4. Go to the section labeled “Web Services authorizations” and add the KOJO Sender ID KojoTechMPP

Create User with Role-Based Security

Create a Role

  1. Company 🡪 Roles

  2. Click ADD

  3. Input a ‘Name’

  4. Click SAVE

  5. Click on the necessary Permissions for each applicable module

  • Purchasing Permissions

    • PO Transaction Definition - List, View

    • Vendors - List, View

    • Items - List, View

    • Units Of Measure - List, View

    • Tax Details - List, View

    • Contacts - List, View

    • Purchasing Transactions - List, View, Add, Edit, Delete

  • Jobs

    • Jobs - List, View

    • Job Status - List, View

    • Cost Codes - List, View

    • Items - List, View

    • Standard Cost Codes - List, View

    • Standard Cost Type - List, View

    • Cost Types - List, View

  • Company

    • Entities - List, View

    • Locations - List, View

  • General Ledger

    • Accounts - List, View

  • Accounts Payable

    • Bills - List, View, Add, Edit, Delete

6. Click SAVE

Create Web Service User

  1. Company 🡪 Web Service User

  2. Click NEW

  3. Input values for these fields

    1. User ID Kojo

    2. Last name Kojo

    3. First name Kojo

    4. Make sure the User Type = Business User

  4. Click on the ‘Roles information’ tab and select the Role created in the prior step.

  5. Click SAVE

  6. Ignore any warning that there will be a charge for creating the User

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