How-to Guide: Connect Sage Intacct to Ledge
In the guide below we will collect the three components required to connect Sage Intacct to Ledge:
Sender ID and Sender Password
Company ID
User ID and Password for a Web Services User with appropriate permissions
Note: Administrator privileges are required to complete this guide.
Request for Sender ID and Sender Password
Reach out to your Sage Intacct Account Manager and request to obtain a Sender ID and Password. Once you receive them, share them with your Ledge Account Manager (1).
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:
Sender ID: as received from Sage Intacct above
Description: 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 share it with your Ledge Account Manager (2).
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
Last name: First Name
First name: Last Name
Email address: 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
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, which will include the User ID and Password, which you can share with your Ledge Account Manager (3).
Note: Make sure you complete the steps below before you continue the process on Ledge.
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 that opens 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.
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.
You can now continue the process on Ledge to connect Sage Intacct.
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