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Connecting Sage with LoopAI

Configuration Guide for Loop Integration
RJ
Reecha Jindal
Updated 2 months 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

    • Navigate to Company > Subscriptions.
    • Locate the ‘Web Services’ option and click on it.
    • Click on Subscribe to enable Web Services for your company.

  1. Authorize our Sender ID

    • In order for Loop to communicate with your Sage instance, you’ll need to add our Sender ID to the allowed list.
    • Go to Application > Company, then under the Setup Tab, click on Company.
    • Click EDIT to modify the settings.
    • Under the Security section, add our Sender ID: fullmealstechMPP to the list of allowed IDs.

3. Create a Role for Web Service User

Before creating the web service user, you must first create a role with the appropriate permissions. This role will then be assigned to the web service user.

  • Navigate to Company > Roles.

  • Click ADD to create a new role.
  • Enter a name for the role (e.g., Loop Integration).
  • Click SAVE

Set Permissions for the Role:

  • Under Permissions, grant Full Permissions for General Ledger.
  • Grant Read-Only Permissions for Company.
  • Leave other permissions unchecked as they are not required
  • Click SAVE.

4. Create a New Web Services User

Now that you've created the required role, you can create a new web service user and assign the role to them.

  • Navigate to Company > Web Service User.

  • Click ADD to create a new user.

  • Fill out the following fields:

    • User ID: loop
    • Last name: Integration
    • First name: Loop
    • Email address: [Enter an email address you have access to]
    • User Type: Select Business User.

  • After entering the user details, click on the ‘Roles Information’ tab.

  • Select the role you created in the previous step (e.g., Loop Integration).

  • Click SAVE. The web service credentials will be sent to the email address you provided.




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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