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:
Navigate to Company > General information and make a note of the ID.
Create a Web Services Username and Password:
Navigate to Company > Admin > Subscriptions and toggle Web Services on.
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.
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:
Select Manage from left navigation panel
Select General Ledger from top bar
Click add General Ledger
Complete the steps to add your GL