Create Role in Sage Intacct

This bot enables you to create multiple roles in Sage Intacct from an Excel spreadsheet.

Finance and Accounting

Create Role in Sage Intacct

Create Role in Sage Intacct

This bot enables you to create multiple roles in Sage Intacct from an Excel spreadsheet.

Create Role in Sage Intacct

This bot enables you to create multiple roles in Sage Intacct from an Excel spreadsheet. This bot is provided by People Shores.


Features

This bot can create new roles in Sage Intacct, using the excel sheet as input.

Benefits

Automated role creations at scale. Can be run at any desired frequency.


Inputs

Name, Description, Number Of Subscription, Subscription 1, Subscription 2, Subscription 3, Subscription 4

Output

All new roles per Excel Data Sheet will be saved in the user's Sage Intacct account


More Details

This requires a Sage Intacct account and correct data to be added in input file provided with the download zip. For more details about input variables refer to readme provided.

Owner Contact Info

Vendor image

Pre-install Checks

Functional AAE v10.7 SP2


Install Related

Installation

  • Download the bot from Bot Store.
  • Double click on the .msi file.
  • On Welcome to Installation wizard, click Next to continue.
  • Click I agree to the terms in the license agreement radio button to accept the agreement.
  • Get/Copy the License key from Bot Store Downloads into License Key, click Next to continue.
  • Click Install to begin the installation.
  • Click Finish to complete the installation.
  • To view the installation go to 'My Tasks' folder on AAE Client to see bot files.

Uninstall

  • Open Add/Remove Programs -> Select the Bot/Digital Worker to be installed 
  • Click uninstall 

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