Sage Connection Guide

This document provides step-by-step instructions on how to set up the connection between Bitwave and Sage Intacct.

Prerequisites

Subscribe to Web Services

  1. Company → Subscriptions
  2. Find “Web Services” and click on it to Subscribe
  3. Ignore the warning about additional charges
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IP Address

Add Bitwave’s IP Addresses below to Sage Intacct’s allowed list.

104.196.183.18

35.230.22.143

  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
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Sender ID

Add Bitwave’s Sender ID BitwaveMPP to Sage Intacct’s 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 Sender ID
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Users

Create a Web Services Bitwave user and role.

Create a Role

  1. Company → Roles
  2. Click ADD
  3. Input a “Name”
  4. Click SAVE
  5. Click on the necessary Permission for
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Company Permissions

1318

Cash Management Permissions

1321

General Ledger Permissions

1318

Account Payables Permissions

1131

Account Receivable Permissions

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Create Web Service User

  1. Company → Web Service User
  2. Click NEW
  3. Input values for these fields
    a. User ID e.g. Bitwave_XML
    b. Last name
    c. First name
    d. Email address
    e. 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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Accounts

Bitwave - Digital Assets Account

  1. Go to Cash Management → Checking → Add
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  1. Enter the Account IdAccount number, and Bank name
    Account Id: Bitwave DigitalAsset
    Bank name: Bitwave - Digital Assets
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  1. A GL account needs to be created for this bank account. See the next section
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  1. Fill out the following fields:
    • Primary/Sub Account number: Use any available GL account number
    • Title: Bitwave - Digital Assets Clearing
    • Account Type: Balance Sheet Account
    • Normal Balance: Debit
    • Period End Closing Type: Non-Closing Account
    • Dimension settings: Do not select any dimension settings; these are not required
    • Click Save
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Bitwave - Crypto Fees Account

  1. Go to General Ledger → General Ledger Accounts → Add
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  1. Fill out the following fields:
    • Primary/Sub Account number: Use any available GL account number
    • Title: Bitwave - Crypto Fees
    • Account Type: Income Statement Account
    • Normal Balance: Debit
    • Period End Closing Type: Non-Closing Account
    • Dimension settings: Do not select any dimension settings; these are not required
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Integration

Connect Sage Intacct to Bitwave

  1. Go to ORGANIZATION → CONNECTIONS → CREATE NEW ACCOUNTS
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  1. Click Sage Intacct
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  1. Enter details as below
    • Entity ID: Enter your entity id or leave blank for root
    • Webservice User: Enter user created in prerequisites
    • Webservice Password: Enter password for above user
    • Digital Asset Account Code: Bitwave - Digital Assets
    • Fee Account Code: Bitwave - Crypto Fees
    • Base Currency: USD
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  1. Click SAVE