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:
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.
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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