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.
Company 🡪 Subscriptions
Find ‘Web Services’ and click on it to Subscribe
Ignore the warning about additional charges
IP Address
Add Kojo's IP Address to Sage Intacct’s allowed list.
Company 🡪 Company Info
Click EDIT
Click on the ‘Security’ tab
Go to the field labeled “Enforce IP address filters” and click the Edit icon
Sender ID
Add Kojo Sender ID to the allowed list.
Company 🡪 Company Info
Click EDIT
Click on the ‘Security’ tab
Go to the section labeled “Web Services authorizations” and add the KOJO Sender ID KojoTechMPP
Create User with Role-Based Security
Create a Role
Company 🡪 Roles
Click ADD
Input a ‘Name’
Click SAVE
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
Click SAVE
Create Web Service User
Company 🡪 Web Service User
Click NEW
Input values for these fields
User ID Kojo
Last name Kojo
First name Kojo
Email address integrations@usekojo.com
Make sure the User Type = Business User
Click on the ‘Roles information’ tab and select the Role created in the prior step.
Click SAVE
Ignore any warning that there will be a charge for creating the User