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Connecting Sage with LoopAI

Configuration Guide for Loop Integration
RJ
Reecha Jindal
Updated 6 days ago
This article guides you through generating the required details and connecting Sage seamlessly within Loop.

Generating Details on the Sage Application

1. Subscribe to Web Services 

Enable Web Services for your company.

  1. Company > Subscriptions 

  2. Find ‘Web Services’ and click on it to Subscribe 

2. Authorise our Sender ID

Add our Sender ID: fullmealstechMPP to the allowed list.  

  1. Go to Application à Company, then click Company under the Setup Tab.

  2. Click EDIT 

  3. Click on the ‘Security’ tab

  4. Go to the section labelled “Web Services authorisations” and add the Sender ID

3. Create Web Service User 

Create a Role 

  1. Company > Roles

  2. Click ADD
  3. Input a Name – e.g. Loop Integration
  4. Click SAVE 
  5. Under permissions, enable full permissions for General Ledger, and read-only permissions for Company. Other permissions are not required.
  6. Click SAVE

4. Create a new Web Services User

  1. Company > Web Service User  

  2. Click ADD

  3. Input values for these fields : a) User ID - loop b) Last name - Integration c) First name - Loop d) Email address - <any email you have access to> e) Make sure the User Type = Business User 

  4. Click on the ‘Roles information’ tab and select the Role created in the prior step.

  5. Click SAVE and the web service credentials will be emailed to the email address you chose at the time of creating the Web Services User.

5. Company ID


To location the Company ID in Sage Intacct:

  1. Hover over Company and then select Company Info 

  2. The company ID will be found in the ID field

Completing the Setup in the Loop Dashboard


1: Login to LoopAI: Login to the Loop using your username and password


2. Navigate to Software integration: Click on "Bookkeeping" select "Software integration" and click on "Integrate Bookkeeping Software" on top right


3. Sage Integration: Click on the Sage logo and Input the following fields:
Company Name: A suitable name for your company, so that you can reference this integration by the Company Name on our Loop UI.
Company ID
Web Service User ID
Web Service User Password


4. Map Locations: Click on edit locations and select all the locations you want to map to the connected sage account, and map the Location ID as per sage for each selection location from the drop-down and click on Save Mapping to finalise the setup. 

If you encounter any issues or have further questions, please feel free to contact us at support@tryloop.ai




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