To integrate Fyle with Sage Intacct, you’ll need to set up roles, permissions, web services, and authorizations. This guide walks you through every step needed to enable secure access and export data smoothly.
Prerequisites
Before you begin, make sure:
You have admin access in Sage Intacct.
You know whether you’ll be exporting expenses as Expense Reports, Bills, Journal Entries, or Charge Card Transactions. If you're unclear, refer to the options here.
Step 1: Create a custom role for Fyle
Log in to Sage Intacct.
Navigate to Company → Admin → Roles.
Click the + icon to create a new role.
Enter a Role Name and Description. Click Save.
Step 2: Assign permissions to the role
Use the following checklist to configure the required permissions:
Module | Permission required |
Company | All |
General Ledger | Read-only (if exporting as Bills/Charge Card Transactions) |
Accounts Receivable | Read-only |
Projects | Read-only |
Inventory Control | Read-only |
Purchasing | Read-only |
Time & Expenses | All (if exporting Expense Reports) |
Accounts Payable | All (if exporting Bills/Journal Entries/Charge Card Transactions) |
Cash Management | All (if exporting as Charge Card Transactions) |
📌 Note: If you’re exporting as Journal Entries, you must create a journal folder. Refer to this article: Creating a journal folder
Step 3: Create a Web Services user
Go to Company → Admin → Web Services Users.
Click the + icon to create a new user.
Fill in the following:
User ID
First and Last Name
Email (use company admin’s email)
User type: Business
Admin privileges: Yes
Click Add to create a new contact if required.
Enter Suggested contact name and Print as fields.
Click Save.
Scroll to the Roles section.
Select the Fyle role you created earlier and click Save.
Enter your password when prompted, then click Done.
Step 4: Enable required subscriptions
Go to Company → Subscriptions.
Enable the following:
Web Services (for XML Gateway access)
Time & Expenses (if exporting Expense Reports)
Accounts Payable (if exporting Bills)
Cash Management (if exporting CCC expenses)
Assign the Fyle role to the Unrestricted Approver under Configure → Expense report approval settings → Approvers
Step 5: Authorize Web Services access
Go to Company → Setup → Company.
Switch to the Security tab and click Edit.
Scroll to Web Services Authorizations and click Add.
Enter the following:
Sender ID: FyleMPP
Add a Description
Set the Status to Active
Click Save.
Step 6: Retrieve credentials
Once setup is complete, Sage Intacct will send you:
User ID
Password
Company ID
Keep these credentials handy - you’ll need to enter them in Fyle’s Sage Intacct Integration setup.
Additional resources
Contact support
If you need help at any point, reach out to us at [email protected] and we’ll be happy to assist you.