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Setup General Ledger Integration (Sage Intacct)
Setup General Ledger Integration (Sage Intacct)
Cassie Crail avatar
Written by Cassie Crail
Updated over a week ago

Glean allows you to seamlessly sync data directly to and from your General Ledger!

Adding your first general ledger will automatically enable Glean’s GL integration:

  • This will enable features, such as the ability to sync bills and bill payments, and level up your Glean experience!

  • When enabled, accounting details will be required to approve and pay invoices.


To set up your Intacct integration with Glean follow the steps below.

  • Note: you must be a Intacct Admin to complete the integration.


Make note of the Company ID:

  1. Navigate to Company > General information and make a note of the ID.

Create a Web Services Username and Password:

  1. Navigate to Company > Admin > Subscriptions and toggle Web Services on.

  2. Navigate to Company > Setup tab > Configuration > Company > Security, and click Edit. Then scroll to the Web Services authorizations section and add your Sender ID (CodatMPP) with status Active.

  3. Navigate to Company > Admin > Users, roles & groups, and click the + sign beside Web Services users. Use a valid email address to create a user ID.

Integrate with Glean:

  1. Select Manage from left navigation panel

  2. Select General Ledger from top bar

  3. Click add General Ledger

  4. Complete the steps to add your GL

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