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Integrating SailPoint with Alegra

Alegra is a cloud accounting and business management platform used to manage contacts, invoices, products, users, and related financial operations. This document provides the instructions required to configure a new direct connection between SailPoint and Alegra for Quick Compliance use cases. For a reference to the terminology specific to SailPoint products, refer to Source and Connector Definitions.

Note

To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.

Supported Features

The Alegra connector supports the following:

Account Management

  • Aggregate Users

Entitlement Management

  • Aggregate Roles

Note

This connector is read-only. It supports account aggregation for Quick Compliance. Provisioning, de-provisioning, and write operations are not supported in this release. Role values are collected during account aggregation.

Important

Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:

  • Organization Admins: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
  • Regular Users: Limited to 1 manual account or entitlement aggregation per day per source.

These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

Prerequisites

Before configuring the Alegra connector, ensure you have Basic authentication credentials for an Alegra user whose role can access users in Alegra.

  1. Sign in to the Alegra application.
  2. In the left sidebar, select Integrations.
  3. Select Manual Integration for the Alegra REST API.
  4. Under Access credentials, copy the USER (email) and TOKEN values. You can also copy the Base URL shown on the same page.
  5. Confirm the Alegra user associated with these credentials is assigned a role that can access the user directory. The default Administrator role provides full access to all sections of Alegra, including the ability to add or remove users.
  6. Record the following values for SailPoint configuration:
    • Base URL
    • Username (USER email from Access credentials)
    • Password (TOKEN from Access credentials)

Note

The Password field is the Alegra API TOKEN from Integrations > Manual Integration > Access credentials, not the user's login password. Store it securely.

Required Permissions

Role-Based Access

This connector uses Basic authentication. The permissions available to SailPoint are the permissions granted by the role of the Alegra user configured in the connection settings.

In Alegra, roles are managed under role configuration and include permissions across Alegra Accounting and General Settings. For example, the default Administrator role is described as having full access to all sections of Alegra and the ability to add or remove users.

Note

Alegra role permissions do not include a dedicated "view users" or "read users" permission. User-related role permissions focus on create, edit, and delete actions for users and roles. For this read-only connector, configure an Alegra user whose role can access the organization user list in practice, such as Administrator. You do not need to enable or document individual create, edit, or delete user permissions for aggregation.

Recommendation: Use an Alegra user with the Administrator role, or another role that can access users in Alegra. Accounting module permissions such as invoices, payments, reports, and inventory are not required for this connector.

Key Implementation Notes

  • Uses Basic authentication with the Alegra USER and TOKEN from Integrations > Manual Integration > Access credentials.
  • Credentials inherit the Alegra user's role. Use Administrator, or another role that can access the user list; Alegra has no dedicated read-users permission.
  • Accounts use Id as the identity attribute, Email as the display and correlation attribute, and aggregate Role entitlements.
  • This read-only release is intended for Quick Compliance; detailed Alegra module permissions are not aggregated.

References

For more information, refer to the following resources:

Note

The linked document is not maintained by SailPoint and is subject to change without notice.