Tutorial: Integrate Sage Intacct with Azure Active Directory

In this tutorial, you'll learn how to integrate Sage Intacct with Azure Active Directory (Azure AD). When you integrate Sage Intacct with Azure AD, you can:

  • Control in Azure AD who has access to Sage Intacct.
  • Enable your users to be automatically signed-in to Sage Intacct with their Azure AD accounts.
  • Manage your accounts in one central location - the Azure portal.

Prerequisites

To get started, you need the following items:

  • An Azure AD subscription. If you don't have a subscription, you can get a free account.
  • Sage Intacct single sign-on (SSO) enabled subscription.

Scenario description

In this tutorial, you configure and test Azure AD SSO in a test environment.

  • Sage Intacct supports IDP initiated SSO

To configure the integration of Sage Intacct into Azure AD, you need to add Sage Intacct from the gallery to your list of managed SaaS apps.

  1. Sign in to the Azure portal using either a work or school account, or a personal Microsoft account.
  2. On the left navigation pane, select the Azure Active Directory service.
  3. Navigate to Enterprise Applications and then select All Applications.
  4. To add new application, select New application.
  5. In the Add from the gallery section, type Sage Intacct in the search box.
  6. Select Sage Intacct from results panel and then add the app. Wait a few seconds while the app is added to your tenant.

Configure and test Azure AD SSO for Sage Intacct

Configure and test Azure AD SSO with Sage Intacct using a test user called B.Simon. For SSO to work, you need to establish a link relationship between an Azure AD user and the related user in Sage Intacct.

To configure and test Azure AD SSO with Sage Intacct, complete the following steps:

  1. Configure Azure AD SSO - to enable your users to use this feature.
    1. Assign the Azure AD test user - to enable B.Simon to use Azure AD single sign-on.
    2. Create an Azure AD test user - to test Azure AD single sign-on with B.Simon.
  2. Configure Sage Intacct SSO - to configure the Single Sign-On settings on application side.
    1. Create Sage Intacct test user - to have a counterpart of B.Simon in Sage Intacct that is linked to the Azure AD representation of user.
  3. Test SSO - to verify whether the configuration works.

Configure Azure AD SSO

Follow these steps to enable Azure AD SSO in the Azure portal.

  1. In the Azure portal, on the Sage Intacct application integration page, find the Manage section and select Single sign-on.

  2. On the Select a Single sign-on method page, select SAML.

  3. On the Set up Single Sign-On with SAML page, click the pencil icon for Basic SAML Configuration to edit the settings.

    Edit Basic SAML Configuration

  4. On the Basic SAML Configuration section, enter the values for the following fields:

    In the Reply URL text box, add the following URLs:
    https://www.intacct.com/ia/acct/sso_response.phtml (Select as the default.)
    https://www.p-02.intacct.com/ia/acct/sso_response.phtml
    https://www.p-03.intacct.com/ia/acct/sso_response.phtml
    https://www.p-04.intacct.com/ia/acct/sso_response.phtml
    https://www.p-05.intacct.com/ia/acct/sso_response.phtml

  5. The Sage Intacct application expects the SAML assertions in a specific format, which requires you to add custom attribute mappings to your SAML token attributes configuration. The following screenshot shows the list of default attributes. Click Edit icon to open User Attributes dialog..

    image

  6. In addition to above, Sage Intacct application expects few more attributes to be passed back in SAML response. In the User Attributes & Claims dialog, perform the following steps to add SAML token attribute as shown in the below table:

    Attribute Name Source Attribute
    Company Name Sage Intacct Company ID
    name Value should be same as the Sage Intacct User ID, which you enter in the Create Sage Intacct test user section, which is explained later in the tutorial

    a. Click Add new claim to open the Manage user claims dialog.

    b. In the Name textbox, type the attribute name shown for that row.

    c. Leave the Namespace blank.

    d. Select Source as Attribute.

    e. From the Source attribute list, type or select the attribute value shown for that row.

    f. Click Ok

    g. Click Save.

  7. On the Set up Single Sign-On with SAML page, in the SAML Signing Certificate section, find Certificate (Base64) and select Download to download the certificate and save it on your computer.

    The Certificate download link

  8. On the Set up Sage Intacct section, copy the appropriate URL(s) based on your requirement.

    Copy configuration URLs

Create an Azure AD test user

In this section, you'll create a test user in the Azure portal called B.Simon.

  1. From the left pane in the Azure portal, select Azure Active Directory, select Users, and then select All users.
  2. Select New user at the top of the screen.
  3. In the User properties, follow these steps:
    1. In the Name field, enter B.Simon.
    2. In the User name field, enter the username@companydomain.extension. For example, B.Simon@contoso.com.
    3. Select the Show password check box, and then write down the value that's displayed in the Password box.
    4. Click Create.

Assign the Azure AD test user

In this section, you'll enable B.Simon to use Azure single sign-on by granting access to Sage Intacct.

  1. In the Azure portal, select Enterprise Applications, and then select All applications.
  2. In the applications list, select Sage Intacct.
  3. In the app's overview page, find the Manage section and select Users and groups.
  4. Select Add user, then select Users and groups in the Add Assignment dialog.
  5. In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.
  6. If you are expecting a role to be assigned to the users, you can select it from the Select a role dropdown. If no role has been set up for this app, you see "Default Access" role selected.
  7. In the Add Assignment dialog, click the Assign button.

Configure Sage Intacct SSO

  1. In a different web browser window, sign in to your Sage Intacct company site as an administrator.

  2. Click the Company tab, and then click Company Info.

    Company

  3. Click the Security tab, and then click Edit.

    Security

  4. In the Single sign on (SSO) section, perform the following steps:

    Single sign on

    a. Select Enable single sign on.

    b. As Identity provider type, select SAML 2.0.

    c. In Issuer URL textbox, paste the value of Azure AD Identifier, which you have copied from Azure portal.

    d. In Login URL textbox, paste the value of Login URL, which you have copied from Azure portal.

    e. Open your base-64 encoded certificate in notepad, copy the content of it into your clipboard, and then paste it to the Certificate box.

    f. Click Save.

Create Sage Intacct test user

To set up Azure AD users so they can sign in to Sage Intacct, they must be provisioned into Sage Intacct. For Sage Intacct, provisioning is a manual task.

To provision user accounts, perform the following steps:

  1. Sign in to your Sage Intacct tenant.

  2. Click the Company tab, and then click Users.

    Users

  3. Click the Add tab.

    Add

  4. In the User Information section, perform the following steps:

    Screenshot shows the User Information section where you can enter the information in this step.

    a. Enter the User ID, the Last name, First name, the Email address, the Title, and the Phone of an Azure AD account that you want to provision into the User Information section.

    Note

    Make sure that the User ID in above screenshot and the Source Attribute value which is mapped with the name attribute in the User Attributes section in the Azure portal should be same.

    b. Select the Admin privileges of an Azure AD account that you want to provision.

    c. Click Save.

    d. The Azure AD account holder receives an email and follows a link to confirm their account before it becomes active.

  5. Click Single sign-on tab and make sure that the Federated SSO user ID in below screenshot and the Source Attribute value which is mapped with the http://schemas.xmlsoap.org/ws/2005/05/identity/claims/nameidentifier in the User Attributes section in the Azure portal should be same.

    Screenshot shows the User Information section where you can enter the Federated S S O user i d.

Note

To provision Azure AD user accounts, you can use other Sage Intacct user account creation tools or APIs that are provided by Sage Intacct.

Test SSO

In this section, you test your Azure AD single sign-on configuration with following options.

  • Click on Test this application in Azure portal and you should be automatically signed in to the Sage Intacct for which you set up the SSO

  • You can use Microsoft My Apps. When you click the Sage Intacct tile in the My Apps, you should be automatically signed in to the Sage Intacct for which you set up the SSO. For more information about the My Apps, see Introduction to the My Apps.

Next steps

Once you configure Sage Intacct you can enforce session control, which protects exfiltration and infiltration of your organization’s sensitive data in real time. Session control extends from Conditional Access. Learn how to enforce session control with Microsoft Cloud App Security.