How-to Guide: Connect Sage Intacct to Ledge
The following guide details the two necessary components for establishing a connection between Sage Intacct and Ledge:
Company ID
User ID and Password for a Web Services User with appropriate permissions
Note: Administrator privileges are required to complete this guide.
Authorize Sender ID to your production environment
With your "Top level" entity selected, navigate to Applications → Company, and under the Setup section, click Company and then click the Security tab.
In the top-right corner of the screen, click Edit.
Scroll down to “Web Services authorizations”, click Add, and fill out the form with the following details:
Sender ID:
LedgeMPPDescription: Ledge
Status: Active
Click Save to close the Web Services sender information modal, and then click Save again in the Company information page.
Find your Sage Intacct Company ID
With your "Top level" entity selected, navigate to Applications → Company, and under the Setup section, click on Company information. Copy the ID field and paste it in the Ledge platform (1).
Create Role and assign required permissions
With your "Top level" entity selected, navigate to Applications → Company, and under the Admin section, click on Roles.
In the top-right corner of the screen, click Add, and fill out the form as follows:
Name: Ledge Role
Description: Role created for Ledge integration
In the top-right corner of the screen, click Save.
The Ledge Role - Roles subscriptions page includes a list of applications or modules. For each, click into the Permissions and assign the required permissions as follows:
Company
Accounting periods - List, View
Departments - List, View
Department Groups - List, View
Entities - List, View
Affiliate entity groups - List, View
Inter-entity account mapping - List, View
Locations - List, View
Location groups - List, View
Employees (optional) - List, View
Earning types - List, View
Reporting Periods - List, View
Territories - List, View
Attachments - List, View
Transaction allocations - List, View
Transaction currencies - List, View
Exchange rate - List,View
Exchange rate types - List, View
Contact tax group - List, View
Territory groups - List, View
Cash Management
Initial open items - List, View
Bank transactions for API and import - List, View
Bank transactions - List, View
Bank transaction rules - List, View
Bank transaction rule sets - List, View
Bank transaction assignment rules - List, View
Financial institution - List, View
Credit card accounts - List, View
Checking accounts - List, View
Savings accounts - List, View
Bank interest and charges - List, View
Credit card transactions - List, View
Credit card charges and other fees - List, View
Charge payoffs - List, View
Funds transfers - List, View
Deposits - List, View, Add
Other receipts - List, View
ACH payment file - List, View
Bank file - List, View
General Ledger
Journal entries - List, View, Add, Edit, Delete, Reclass, Reverse
Statistical journal entries - List, View, Add, Edit, Delete, Reclass, Reverse
Adjusting journal entries - List, View, Add, Edit, Delete, Reclass
Statistical adjusting journal entries - List, View, Add, Edit, Delete, Reclass
User-defined journal entries - List, View, Add, Edit, Delete, Reclass
GAAP adjusting entries - List, View, Add, Edit, Delete, Reclass
Tax adjusting entries - List, View, Add, Edit, Delete, Reclass
Approve journal entries - List
Journals - List, View, Add, Edit, Delete
Statistical journals - List, View, Add, Edit, Delete
Adj journals - List, View, Add, Edit, Delete
Statistical adj journals - List, View, Add, Edit, Delete
User-defined journals - List, View, Add, Edit, Delete
GAAP adjustment journals - List, View, Add, Edit, Delete
Tax adjustment journals - List, View, Add, Edit, Delete
Recurring journal entries - List, View, Add, Edit, Delete
Recurring statistical journal entries - List, View, Add, Edit, Delete
User-defined books - List, View
Accounts - List, View
Account title by entity - List, View
Statistical accounts - List, View
Account groups - List, View
Reporting accounts - List, View
Budgets - List, View
Reporting periods - List, View
Transaction templates - List, View
Post templates - List, View
Drill down to all transactions from reports - List, View
Accounts Payable
Manual Payment - List, View, Add
Vendors - List, View
Bills - List, View, Edit, Post
Adjustments - List, View, Add, Edit, Post
Posted Payments - List, View
Payment requests - List, View
Approve payments - List
Approve bills - List
Approve vendor - List
AP advances- List, View
Vendors types- List, View
Vendor groups - List, View
Recurring bills - List, View
Tax detail - List, View
Account payable release retainage - List, View
Accounts Receivable
Summaries - List, View
Receive advances - List, View
Dunning levels - List, View
Customers - List, View
Customer groups - List, View
Projects - List, View
Project groups - List, View
Project types - List, View
Project status - List, View
Customer types - List, View
Customer card accounts - List, View
Customer bank accounts - List, View
Invoices - List, View, Add, Edit, Post
Adjustments - List, View, Add, Edit, Post
Recurring invoices - List, View, Add, Edit, Post
Deposits - List, View, Add, Edit, Post
Quick deposits - List, View, Add, Edit, Post
Posted payments - List, View
AR terms - List, View
Shipping methods - List, View
AR account labels - List, View
AR account label tax groups - List, View
Tax authority - List, View
Tax detail - List, View
Tax schedule - List, View
Tax schedule map - List, View
Bill back templates - List, View
Accounts Receivable release retainage - List, View
In the top-right corner of the screen, click Save.
Create a Web Services User
With your "Top level" entity selected, navigate to Applications → Company, and under the Admin section, click on Web Services users.
In the top-right corner of the screen, click Add, and fill out the form as follows:
User ID: ledge_user
Username: ledge_user
Email: the email address of the person leading the integration with Ledge (likely your own), who will receive an email from Sage Intacct following this step
Status: Active
Contact:
Type "ledge_user" in the box and click "add"
First Name: Ledge
Last Name: Ledge
Suggested contact name: Ledge
Print as: Ledge
Click → "save"
User type: Business
Administrative privileges: Full
In the top-right corner of the screen, click Save. Following this step, the email address provided above will receive an email from Sage Intacct (Subject: "Welcome to Sage Intacct!") , which will include the User ID and Password, which you will need to insert in Ledge platform (2).
Note: Make sure you complete the steps below before you continue the process on Ledge.
Assign Role to Web Services user
Navigate to Applications → Company, and under the Admin section, click on Web Services users.
Next to the Web Services User created above (”ledge_user”), click Edit.
Under the Roles information tab, add the Role created above (”Ledge Role”) to the Web Service User.
IP Address Configuration
If you have IP address filtering enabled you will have to add Ledge IP address to the allow list.
How can you check if this is enabled for your company?
Navigate to Company -> Company Information -> Security tab
Scroll down to “Enforce IP address filters” if you see see any value other than “none” keep following the steps below to add Ledge IP
Click “manage filters”
Click "add"
username: ledge_user (or the user name you created in previous step)
Start IP 34.231.208.110
End IP 34.231.208.110
Click "save"
Complete the process on Ledge to connect Sage Intacct:
In the Ledge platform click on the "Sources" tab → add → ERP → Intacct
Fill in the form with the Company Id and username + password received via email
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