Step 1: Access Your Ledgerline Organisation

If you don't have a Ledgerline account yet, head to the Ledgerline website and start a free trial. Once you're set up, log in and select your organisation.

Step 2: Authorise Euphoria with Ledgerline OAuth

Ledgerline uses a secure OAuth connection rather than a manual key. From Euphoria you'll be redirected to Ledgerline to approve access, so you only grant the permissions the sync needs.

Step 3: Connect Ledgerline in Euphoria Settings

In Euphoria, open Settings, choose Integrations and click Connect next to Ledgerline. Approve the request in Ledgerline, pick your organisation and you'll be sent straight back to Euphoria.

Step 4: Map Accounts, Contacts & Tax Rates

Match your Ledgerline chart of accounts, tracking categories and tax rates to the matching fields in Euphoria. Link contacts and bank accounts too, so bills, invoices and payments land in the correct ledger every time they sync across.

Step 5: Run a Test Sync

Create a draft invoice in Ledgerline and trigger a manual sync from Euphoria. Check that the amount, contact and account code all match, then fix any mapping gaps before going live.

Step 6: Additional Configuration (If Applicable)

Set how often Euphoria pulls data from Ledgerline, choose which organisations to include and turn on alerts for failed syncs. You can pause or disconnect the integration at any time.