Setting up the Web Services User Within Sage Intacct

The first step in the setup will be to create a Web Services User with the necessary Permissions. To create the Web Service user:

  1. Navigate to Company → Admin → Web Services Users → ADD.

  2. From here, you will create a webservices user with the User ID: xmlgw-Unipay.

  3. Be sure to enter YOUR email to retrieve the password that will be generated upon Save.

  4. Select a Business for user type and Full under the Admin privileges section.

  5. Now Save.