Firstly, your account in Intacct have to be subscribed to web services to get the associated credentials for the XML user. To add this to your list of subscription products, please contact your account manager at Intacct.
Once subscribed, you have to set up and configure a user in your Intacct instance for the integration access. The XML user provided by Intacct grants access to the XML Gateway, and the user you set up grants access to your individual company.These 2 logins work in tandem to allow successful API calls.
Next, enter the following information:
- User ID: xml_gateway
- Last and First name: use XML Gateway for easy access in the system
- Valid Email Address
- User Type: Business
- Admin Privileges: Full
- Check Keep my password until i reset it box
Once done, click save and you are all set to connect this user with Workato.