Estimated reading time: 4 minutes

Shortly after a signed contract with Client, please submit specific client information to your assigned account manager at Interject. You will receive communication on each individual project basis who your account manager is.

Please provide the following information:

Field Description
Company Name Client Company Legal Name
First Name Name of Desired Interject admin/ Contact
Last Name Name of Desired Interject admin/ Contact
Email Address Email address of Admin contact
Phone Number Phone # of Admin Contact
Address Client Address
City Client City
State Client State
Zip Client Zip
Country Client Address
Industry Client Industry
# of Employees -50, 50-500, 500+
Yearly Revenue Small Cap, Mid Cap, Large cap
Company Description Simple Description of Company
Planned Use of Interject Interject for Financials

To Do

Step 1: Verify SQL Server in Client is Compatible Version SQL Server 2008 or greater is required. It is recommended that a client provides at minimum a test and production environment in which they will seek to deploy Interject Financials - Epicor.
(run “SELECT @@VERSION” in a query window to check version)

Step 2: Prepare for using Windows Authentication by creating the active directory user group “Interject Users” on Default SQL Server Domain. Interject User group should include any and all users of Interject Financials for Epicor, separate groups may need to be setup if client has other uses of interject and requires separate optional but recommended security and authorization.

2a: You can find the value of the SELECT DEFAULT_DOMAIN() in SQL Management Studio

Active User

2b: On your AD server Match find the name from step 2a by right clicking the values in the domain controller > Properties. Note this only is required if more than 1 Domains exist Active User Active User

2c: Setup the relating the active directory user group “Interject Users” on Default SQL Server Domain

Active User Active User

NOTE: If you do not have it, download SQL Management Studion here Please let an Interject account manager know if your client cannot enable Windows Authentication with the recommended settings as illustrated below.

Within a week you will receive verification from Interject that your company setup and subscription is complete.