SoftLedger Guide

Setting up the SoftLedger Integration

To access your users' data from SoftLedger, you need to enable the SoftLedger integration in the Platforms Page of the Rutter dashboard.

SoftLedger does not require any developer app setup. There is no redirect-based OAuth flow — each connection authenticates with an API key (a Client ID and Client Secret) that your end user creates in their own SoftLedger tenant.

User Authentication with SoftLedger

A Rutter Connection is created when your end user authenticates their SoftLedger account via Rutter Link. This in turn allows you to access their account data via the Rutter API.

Step 1: Select SoftLedger from the Rutter Link menu.

Step 2: Create an API key in SoftLedger.

In SoftLedger, your end user should go to Admin → API Keys and click +New. They should name the key "Rutter" and save it. They can open the SoftLedger API Keys page directly.

See SoftLedger's help article on creating an API key for more detail.

Step 3: Paste the Client ID into Rutter Link.

Copy the Client ID SoftLedger shows. It starts with api_.

Step 4: Paste the Client Secret into Rutter Link.

Copy the Client Secret (about 26 letters, numbers, hyphens and underscores).

Note: SoftLedger shows the secret only once. If it was lost, create a new key and use both of its values.

Reference

See the supported endpoints for SoftLedger.