Setup Wave

Setup Wave

Before you can access data from users using Wave for their accounting, you need to set up a Wave integration in the Railz Dashboard™. You'll need to:

  • Create a new application on Wave's developer portal.
  • Retrieve your application's secure keys from the Wave developer portal.
  • Add your secure keys to Railz.

Create your Application

  1. Create an account at wave.com.
  2. Once logged in, visit Wave's Manage Applications page and click Create an application
  3. Enter the following:
    • In the Name box, add a short name for your application. Your customers see this when they authorize your connection to their account.
    • In the Redirect URIs box, enter the URI https://auth.railz.ai/wave/
Wave - Create an application form sample. Click to Expand.Wave - Create an application form sample. Click to Expand.

Wave - Create an application form sample. Click to Expand.

  1. Read and accept Wave's Terms of Use, and then click Create your application.
  2. You will be navigated back to Wave's Manage Applications page. Select the application you created per the steps above.
Wave - Manage Integrations page with created app. Click to Expand.Wave - Manage Integrations page with created app. Click to Expand.

Wave - Manage Integrations page with created app. Click to Expand.

  1. Keep this tab open to copy the ClientID and Client Secret into the next stage of the process.
Wave - Created applications page with client id and secret. Click to Expand.Wave - Created applications page with client id and secret. Click to Expand.

Wave - Created applications page with client id and secret. Click to Expand.

Add your Secure Keys to Railz

  1. Open the Railz Dashboard™ and log in.
  2. In the left sidebar navigation menu, go to Integrations > Accounting.
  3. Scroll down to the Wave integration and click Manage.
Railz Accounting Integration. Click to Expand.Railz Accounting Integration. Click to Expand.

Railz Accounting Integration. Click to Expand.

  1. Paste in your Client ID and Client Secret, and then click Save changes.
Railz Manage Accounting Integration. Click to Expand.Railz Manage Accounting Integration. Click to Expand.

Railz Manage Accounting Integration. Click to Expand.

  1. Enable your integration: Go back to Integrations > Accounting, and use the toggle to update the Wave integration from Disabled to Enabled.

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