Blackleaf Integration Project

02/11/2026 7:22 am EST

Blackleaf integration allows Bold Customers to access the product/pricing catalogs for more than 50 security distributors (ADI, Wesco, etc.) through SedonaOffice.

For Phase 1 (current), customers will be able to look up distributor products and pricing directly from SO.
For Phase 2 (July 2026), integration will expand to include the processing of distributor orders directly from SO.

Contracts with Blackleaf should include a recurring fee for Blackleaf and a one-time fee for Blackleaf integration.

If the customer does not currently have the API, the API should be included in the contracts as well.

Customer needs to be on minimum version 6.2 of SedonaOffice and version 1.47 or above of SedonaCloud (API).

Step 1: The project template will be called Partner Integration.

Step 2: Review the sales order and customer account.

Does the customer have the API?
1. If yes, move forward.
2. If no, provide the customer with a pre-install checklist for the API. Install the API.
Email Tina Kamp (TInaKamp@BlackleafSolutions.com) and Francis Kamp (franciskamp@blackleafsolutions.com) at Blackleaf to inform them we received the project for the integration of Blackleaf for X customer.
1. The email template is called Blackleaf Integration.
Standard Bold Hosted Customer: Assign System Consultant to provide Blackleaf and the customer with the following:
1. Client Cloud ID.
2. Client Cloud Secret.
  1. The information for items 1 & 2 above can be found by following the steps below.
  2. Find the Customers API Project in Octopus.
  3. Choose Variables.
3. API/SedonaCloud Base URL.
4. Server URL.
5. Grant server access to the customer's cloud account (the System Consultant should work directly with Tina Kamp at Blackleaf for access).
6. Grant SQL server access to their company databases (the System Consultant should work directly with Tina Kamp at Blackleaf for access).
7. SQL Server Name/Path.
Standard Bold Hosted Customer: Assign System Consultant to provide Blackleaf and the customer with the following:
1. Client Cloud ID.
2. Client Cloud Secret.
  1. The information for 1 & 2 above can be found by following the steps below.
  2. Find the Customers API Project in Octopus.
  3. Choose Variables.
3. API/SedonaCloud Base URL.
4. Server URL.
5. Grant server access to the customer's cloud account (the System Consultant should work directly with Tina Kamp at Blackleaf for access).
6. Grant SQL server access to their company databases (the System Consultant should work directly with Tina Kamp at Blackleaf for access).
7. SQL Server Name/Path.
8. ServerName.
9. DomainName.
10. UserName.
On-Prem Customer:
1. Provide the Client Cloud ID and Client Cloud Secret, which can be located in Octopus.
  1. Find the Customers API Project in Octopus.
  2. Choose Variables.
  3. Locate Client Secret and App Name.
2. Blackleaf will work with the customer to obtain this access.
  1. Grant SQL access to their company databases.
  2. Grant server access to our account.

Step 3: Confirm Blackleaf has the information needed to complete the integration.

Step 4: Close out the project.

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