Integrating Sage Intacct with Loop

Configuration Guide for Loop Integration

Reecha Jindal

Updated 1 month ago

This guide will walk you through the step-by-step process of integrating Sage Intacct with LoopAI, from setting up Web Services in Sage to completing the integration in the Loop dashboard.

Step 1: Enable Web Services in Sage Intacct

To integrate with Sage Intacct you need to have an active Sage Intacct Web Services Developer License.

Navigate to Subscriptions: Go to Company --> Admin --> Subscriptions in Sage Intacct.

Enable Web Services: Scroll to the bottom of the page and enable the Web Services subscription.

Step 2: Authorize LoopAI's Sender ID

To authorize our Web Service Sender ID:

Navigate to Application --> Company --> Setup --> Company (under Configuration).

Select Security.

Scroll down to Web Services Authorisations, add our Sender ID: fullmealstechMPP to the list and press Save.

Step 3: Create a Role for Web Service User

A specific role with the required permissions needs to be created before adding a web service user.

Navigate to Company --> Admin --> Roles.

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

Set Permissions for the Role:

Under Permissions, grant Full Permissions for General Ledger.
Grant Read-Only Permissions for Company.
Select the relevant permissions [as shown in the screenshot below] and click SAVE.

Step 4: Create a Web Services User

A Web Service User enables exchanging information using an API with Sage Intacct without needing to log in to the Sage Intacct UI.

To create a Web Service User:

Navigate to Company --> Company --> Web Service Users:

Add details on the Web Service User:

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

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

Step 5: Locate your Company ID

To find your Company ID hover over Company and then select Company Info.

The Company ID will be found in the ID field

Step 6: Completing the Setup in the Loop Dashboard

1. Log in to LoopAI: Use your username and password to log in to the Loop platform.

2. Navigate to Software integration: Navigate to Balance --> Journal Entry Automation --> Journal Settings → Integrate Bookkeeping Software

3. Sage Integration: Click on the Sage logo within the Software Integrations section.

Input the following details and click connect to integrate your Sage Intacct with LoopAI:

Company Name: A recognizable name for your company to help you identify the setup in the Loop Dashboard.
Company ID: Enter the Company ID you retrieved earlier from Sage Intacct.
Web Service User ID: Enter the User ID recieved via email
Web Service User Password: Enter the password recieved via email

4. Map Locations

The wizard will automatically guide you to map locations. Alternatively, navigate to Balance > Journal Entry Automation > Journal Settings > Map Locations.
Select all the locations in Loop that you want to map to your connected Sage account. Note: Journal Entries will be generated for the mapped locations.
Map each location on Loop to the corresponding Location entity in Sage from the drop-down list.
Once all locations are mapped, click "Save" or "Next" to finalize the setup and move to the next step.

5. Configure Chart of Accounts & Journal Type

To learn more about mapping your Chart of Accounts, refer to this guide.
You can also configure Journal Types by company, location, and marketplace in Integration Settings under Journal Settings.

Need Assistance?

If you have any questions or require further assistance during the integration process, please reach out to us at support@tryloop.ai.

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