MIP - Cloud - Integration Setup & Troubleshooting

Review the requirements and complete the steps below to set up the Martus integration with MIP.

Requirements

The user in Martus who is going to make the connection to MIP must be an Admin-level user in MIP.

Steps

1. In MIP, create a Martus User with the following permissions: 
   • User must be Enabled
   • MIP 
   • MIP Web
   • MGMT
2. In MIP, note the following:
   • User ID
   • User Password
   • Organization code
3. In Martus, go to Setup > MIP
4. Enter User ID
5. Enter User Password
6. Enter Organization
7. Click Save.
8. In Dashboard > Updater, sync the chart of accounts to test the sync. When the sync has been completed and shows successful in the queue below, confirm the accounts synced by going to Setup > Accounts.
9. The last step will be to configure dimensions. Please connect with Martus Support to determine the ideal dimension setup.