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.

5. Locate Your Company ID

To find your Company ID in Sage Intacct, follow these steps:

• Hover over the Company tab in the top navigation menu.
• Select Company Info from the dropdown.
• In the Company Info page, the Company ID will be displayed in the ID field.

Make sure to copy this Company ID, as you will need it for the integration setup.

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

   • From the Loop dashboard, go to Balance.
   • Then, select Journal Entry Automation.
   • Click on Journal Settings.
   • Finally, navigate to Software Integrations [Link].

3. Sage Integration

• Click on the Sage logo within the Software Integrations section.
• Input the following details:
  • Company Name: Choose a suitable name for your company. This will help you reference this integration within the Loop UI.
  • Company ID: Enter the Company ID you retrieved earlier from Sage Intacct.
  • Web Service User ID: Enter the User ID you created for the web service user (e.g., loop).
  • Web Service User Password: Enter the password that was sent to your email when the web service user was created.

4. Map Locations

• The wizard will automatically take you to the next step to map locations.
• Select all the locations in Loop that you want to map to your connected Sage account. Journal Entries will be generated for the mapped locations alone.
• Map each location on Loop to the corresponding Location entity in Sage from the drop-down list.
• Once all locations are mapped, click Save Mapping to finalize the setup.