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Sage Intacct Connector

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Description​

Sage Intacct is an industry-leading financial accounting software system with a broad set of functionalities for businesses across a number of different verticals.

This component allows creating, updating, and querying financial data including invoices, payments, vendors, and customers.

API Documentation​

This component was built using the Sage Intacct API.

Connections​

Web Services Credentials​

key: sageIntacctConnection

To connect to Sage Intacct, Web Services credentials are required. These credentials consist of sender credentials (provided by Sage Intacct) and company/user credentials (created within the Sage Intacct platform).

Sage Intacct uses a dual authentication model:

  • Sender credentials (Sender ID and Sender Password) are provisioned by Sage Intacct for customers or partners with an active Web Services developer license
  • Company credentials (Company ID, User ID, and User Password) are created within the Sage Intacct account

Refer to Sage Intacct's Web Services documentation for additional information on authentication.

Prerequisites​

  • An active Sage Intacct account with a Web Services developer license
  • Administrative access to configure Web Services settings
  • Sender ID and Sender Password provisioned by Sage Intacct
  • A Sage Intacct user account with appropriate API permissions

Setup Steps​

To obtain Web Services credentials:

  1. Obtain Sender Credentials:

    • Contact Sage Intacct support or the account representative to request Web Services access
    • Once provisioned, Sage Intacct will provide a Sender ID and Sender Password
    • These credentials are used to authenticate the integration at the organization level

  2. Enable Web Services in Sage Intacct:

    • Log in to Sage Intacct as an administrator
    • Navigate to Company > Setup > Company > Security
    • Locate the Web Services authorizations section
    • Enable Web Services for the organization

  3. Identify Company Credentials:

    • The Company ID is the unique identifier for the Sage Intacct company
    • This is typically visible in the Sage Intacct URL or company settings
    • Navigate to Company > Setup > Company > Company info to verify the Company ID

  4. Create or Identify API User:

    • Create a dedicated user account for API access or use an existing user
    • Navigate to Company > Admin > Web Services users
    • Ensure the user has the necessary permissions for the integration's operations
    • Note the User ID (username) and User Password for this account

  5. Determine Entity ID (Multi-Entity Only):

    • If the Sage Intacct account uses multiple entities, determine the Entity ID for the entity to access
    • Navigate to Company > Setup > Entities to view available entities
    • If using a single-entity account, the Entity ID can be left blank

Configure the Connection​

Enter the following credentials into the connection configuration:

  • Sender ID: The Sender ID provided by Sage Intacct for Web Services authentication
  • Sender Password: The Sender Password provided by Sage Intacct
  • Company ID: The unique company identifier in Sage Intacct
  • User ID: The username of the Web Services user account
  • User Password: The password for the Web Services user account
  • Entity ID (optional): The entity identifier for multi-entity environments. Leave blank for single-entity accounts.
Multi-Entity Environments

For Sage Intacct accounts with multiple entities, specify the Entity ID to connect to a specific entity. If left blank, the integration will use the default entity associated with the user account.

Security Best Practice

Use a dedicated user account for API integrations with minimal required permissions. Avoid using personal administrator accounts for Web Services authentication.

InputNotesExample
Company ID

The Sage Intacct Company ID. This is the unique company identifier in Sage Intacct.

ACME_INC
Entity ID

Optional entity ID for multi-entity Sage Intacct environments. Leave blank if the organization uses a single entity.

ENTITY_001
Sender ID

The Sender ID provided by Sage Intacct for Web Services authentication. Find this in the Sage Intacct account under Company > Setup > Company > Security.

ACME_CORP
Sender Password

The Sender Password for Web Services authentication. This password is set when configuring Web Services access in Sage Intacct.

User ID

The User ID (username) for Web Services authentication. This must be a user with appropriate API permissions.

apiuser@acme.com
User Password

The password for the Web Services user account.

Triggers​

New and Updated Records​

Retrieves existing and ongoing records for a selected Sage Intacct object type. Load history once, check for changes on a schedule, or both. | key: pollChangesTrigger

InputNotesExample
Connection

The Sage Intacct connection to use.

Look-back Date

The date the initial sync starts from, in YYYY-MM-DD format. Cannot be a future date. Leave empty to start from the first recurrence with no backfill. When set, the initial sync seeds each record modified on or after this date once.

2026-01-01
Resource Type

The Sage Intacct object to poll for new or updated records.

Show New Records

When true, newly created records are included in the trigger output.

true
Show Updated Records

When true, records updated since the last poll are included in the trigger output.

true

This trigger polls Sage Intacct for new or updated records of the selected object on a scheduled basis using the Sage Intacct XML API.

It uses each object's WHENMODIFIED timestamp to detect changes since the last poll, then categorizes results as new or updated based on the WHENCREATED timestamp.

How It Works​

  1. The trigger runs on the configured schedule (e.g., every 5 minutes).
  2. It queries Sage Intacct's Functions.Common.ReadByQuery endpoint with a server-side filter of the form OBJECT.WHENMODIFIED > '{lastPolledAt}'. A newly created record has WHENMODIFIED == WHENCREATED, so this single query captures both new and updated records.
  3. Returned records are split client-side into created and updated arrays based on whether WHENCREATED is greater than the last poll timestamp.
  4. The trigger persists the current poll timestamp via context.polling.setState() so the next execution resumes from where this one left off.
  5. On the first recurrence there is no stored position, so the trigger starts from the Look-back Date when one is set, and otherwise from the time that recurrence runs.

Initial Sync

An initial sync seeds a complete starting state rather than a change feed. It begins on the first recurrence, when the trigger has no stored position and a Look-back Date (YYYY-MM-DD) is set, and seeds every record modified on or after that date exactly once. Left empty, there is no sync and the trigger starts from its first recurrence. No input is suppressed while a sync runs: Show New Records and Show Updated Records each still gate one of the two result arrays, so a sync started with either turned off seeds only the other category.

The window has no fixed upper bound, so a record modified mid-drain is swept into the sync rather than deferred to the schedule. The whole window drains in a single recurrence whether or not batching is on. The position then advances to the wall-clock time that recurrence started, never to a watermark taken from the records received, and the first incremental recurrence resumes from exactly there; nothing in the payload marks the handoff.

Resource Type applies throughout, and the trigger has no page-size or field-selection input.

Batching

Batching is enabled per flow on this trigger: each changed record is dispatched as its own execution, or grouped by the configured batch size. Batch size and batch concurrency can both be overridden per instance. Raising concurrency increases the request volume sent to Sage Intacct.

To turn it on, select the flow's trigger, open the Flow control tab, and switch on Enable Batching. Under Batch Size, keep Trigger default or choose Custom batch size. Batch Concurrency is optional; leave it blank for no batch-level limit.

With batching off a downstream step reads body.data.created and body.data.updated. With batching on those fields do not exist: each execution receives one { "changeType": ..., "record": ... } item, or an array of them when the batch size is greater than 1. Any step reading the older shape must be updated before batching is enabled, or it breaks the moment the switch is flipped. Because batching is enabled per flow, that change is scoped to the flow rather than to the component or to other flows using the same trigger.

Supported Resource Types​

Available Resource Types (8)
Resource TypeSage Intacct Object
VendorsVENDOR
CustomersCUSTOMER
Bills (AP)APBILL
Invoices (AR)ARINVOICE
ContactsCONTACT
EmployeesEMPLOYEE
ProjectsPROJECT
AR PaymentsARPYMT

Returned Data​

With batching off, the trigger returns separate arrays for newly created and updated records. Fields shown are representative. The full response object includes additional properties.

Example response payload
{
  "data": {
    "created": [
      {
        "RECORDNO": "12345",
        "VENDORID": "V-001",
        "NAME": "Acme Supplies",
        "WHENCREATED": "2026-05-04T10:30:00Z",
        "WHENMODIFIED": "2026-05-04T10:30:00Z"
      }
    ],
    "updated": [
      {
        "RECORDNO": "67890",
        "VENDORID": "V-002",
        "NAME": "Globex Corp",
        "WHENCREATED": "2026-04-15T09:00:00Z",
        "WHENMODIFIED": "2026-05-04T14:22:00Z"
      }
    ]
  }
}

The exact fields returned depend on the selected resource type. Each record reflects the full object as returned by the Sage Intacct XML API.

With batching on, each execution receives one record tagged with how it changed, or an array of such items when the batch size is greater than 1. The created and updated arrays are not part of this shape.

Batched Item
{
  "changeType": "created",
  "record": {
    "RECORDNO": "12345",
    "VENDORID": "V-001",
    "NAME": "Acme Supplies",
    "WHENCREATED": "2026-05-04T10:30:00Z",
    "WHENMODIFIED": "2026-05-04T10:30:00Z"
  }
}

Best Practices​

  • Polling Frequency: Use 5-15 minute intervals to balance timeliness with API rate limits.
  • First Poll: With no Look-back Date set, the first recurrence establishes the baseline timestamp and returns no records, and later recurrences return changes made after that baseline. With a Look-back Date set, the first recurrence returns every record modified on or after that date.
  • Toggles: Disable Show New Records or Show Updated Records to filter the output to only one category of change.
Example Payload for New and Updated Records⤓
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Data Sources​

Select Contact​

Lists contacts in Sage Intacct. | key: selectContact | type: picklist

InputNotesExample
Connection

The Sage Intacct connection to use.

Return Contact Name

Turn on to return the Contact Name instead of the Record No.

false
Example Payload for Select Contact⤓
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Select Customer​

Lists customers in Sage Intacct. | key: selectCustomer | type: picklist

InputNotesExample
Connection

The Sage Intacct connection to use.

Return ID

Turn on to return the ID of the object (e.g. CUSTOMERID, PROJECTID, VENDORID, etc.) instead of the Record No.

false
Example Payload for Select Customer⤓
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Select Invoice​

Lists AR invoices in Sage Intacct. | key: selectInvoice | type: picklist

InputNotesExample
Connection

The Sage Intacct connection to use.

Example Payload for Select Invoice⤓
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Select Project​

Lists projects in Sage Intacct. | key: selectProject | type: picklist

InputNotesExample
Connection

The Sage Intacct connection to use.

Return ID

Turn on to return the ID of the object (e.g. CUSTOMERID, PROJECTID, VENDORID, etc.) instead of the Record No.

false
Example Payload for Select Project⤓
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Select Vendor​

Lists vendors in Sage Intacct. | key: selectVendor | type: picklist

InputNotesExample
Connection

The Sage Intacct connection to use.

Return ID

Turn on to return the ID of the object (e.g. CUSTOMERID, PROJECTID, VENDORID, etc.) instead of the Record No.

false
Example Payload for Select Vendor⤓
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Actions​

Create AR Advance​

Creates a new AR Advance. | key: createARAdvance

InputNotesExample
Additional XML Tags

Additional XML tags that might not be covered by the standard inputs.

<PRBATCH>123456</PRBATCH>
              <PRBATCHKEY>123456</PRBATCHKEY>
              <DOCNUMBER>123456</DOCNUMBER>
              <DESCRIPTION>Advance Description</DESCRIPTION>
              <CURRENCY>USD</CURRENCY>
              <BASECURR>USD</BASECURR>
              <EXCH_RATE_DATE>
                <year>2021</year>
                <month>09</month>
                <day>12</day>
              </EXCH_RATE_DATE>
              <EXCH_RATE>1.23</EXCH_RATE>
              <EXCH_RATE_TYPE_ID>Intacct Daily Rate</EXCH_RATE_TYPE_ID>
              <SUPDOCID>123456</SUPDOCID>              
              <ACTION>Draft</ACTION>
AR Advance Items

Advance lines, must have at least 1. Check Documentation for additional tags.

<ARADVANCEITEM>
        <ACCOUNTNO>4055</ACCOUNTNO>
        <ACCOUNTLABEL>Misc Sales</ACCOUNTLABEL>
        <TRX_AMOUNT>1000</TRX_AMOUNT>
        <LOCATIONID>CA</LOCATIONID>
      </ARADVANCEITEM>
Connection

The Sage Intacct connection to use.

Customer ID

Unique ID. Required if company does not use document sequencing, or you can provide a value to use instead of the document sequence value.

CUST-12345
Financial Entity

ID of the checking or savings account to deposit the funds to. A create request must contain FINANCIALENTITY or UNDEPOSITEDACCOUNTNO when automatic summaries are enabled.

1020
Payment Date

Date the advance payment was made, in the mm/dd/yyyy format.

09/12/2021
Payment Method

Payment method used for the advance.

Cash
Receipt Date

Receipt date in the mm/dd/yyyy format. If automatic summaries are enabled, this is the date on which the advance will be posted to the General Ledger.

09/12/2021
Undeposited Account No

Undeposited funds account number. A create request must contain FINANCIALENTITY or UNDEPOSITEDACCOUNTNO when automatic summaries are enabled.

1020
Example Payload for Create AR Advance⤓
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Create Bill​

Creates a new bill. | key: createBill

InputNotesExample
AP Bill Items

AP bill items, must have at least 1. Each item must be wrapped in <APBILLITEM></APBILLITEM> tags.

https://developer.intacct.com/api/accounts-payable/bills/#create-bill
Attachments ID

Id of an attachment group of one or more supporting files

ATT-001
Base Currency

The ISO 4217 base (functional) currency code for the company (e.g., USD).

USD
Bill Number

A Bill Number identifier

BILL-2024-001
Bill Transaction Date

Transaction date in MM/DD/YYYY format

12/06/2023
Bill GL Posting Date

General ledger posting date in MM/DD/YYYY format

12/06/2023
Connection

The Sage Intacct connection to use.

Currency

The ISO 4217 currency code for the transaction (e.g., USD, EUR).

USD
Description

A text description or memo for the record.

Office supplies for Q1 2024
Reference Number

A reference number for the bill

REF-2024-5678
Due Date

The payment due date in MM/DD/YYYY format.

12/06/2023
On Hold

Place this bill on hold

Payment Priority

The priority level for processing vendor payments.

High
Recommended to pay on

Payment date in MM/DD/YYYY format

12/06/2023
Term Name

Payment term, this should be a previously created term

Net 30
Vendor ID

The vendor ID.

V-01879
Example Payload for Create Bill⤓
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Create Contact​

Creates a new contact. | key: createContact

InputNotesExample
Active Status

When true, the record is active and available for use. When false, the record is inactive.

Company Name

Name of the company

Acme Corporation
Connection

The Sage Intacct connection to use.

Contact Details

Address, phone, email, and other contact channel details.

Contact Name

Contact name to create

John Doe
Name

First, middle, and last name with prefix.

Print Name As

Determine the format the name should be printed.

John A. Doe
Tax Information

Tax ID, taxable status, and tax group.

Example Payload for Create Contact⤓
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Create Customer​

Creates a customer and specifies a display contact and a contact list (provided via customer contacts). | key: createCustomer

InputNotesExample
Active Status

When true, the record is active and available for use. When false, the record is inactive.

Attachments ID

Id of an attachment group of one or more supporting files

ATT-001
Billing and Delivery Preferences

Payment term, delivery method, default invoice message, and shipping method.

Comments

Additional comments

Company Name

Name of the company

Acme Corporation
Connection

The Sage Intacct connection to use.

Contact Details

Address, phone, email, and other contact channel details.

Credit Limit

The maximum outstanding balance allowed before transactions are blocked.

50000
Contact Roles

Primary, bill-to, and ship-to contact assignments.

Customer ID

Unique ID. Required if company does not use document sequencing, or you can provide a value to use instead of the document sequence value.

CUST-12345
Customer Name

The display name of the customer in Sage Intacct.

Global Tech Solutions
Customer Type ID

Identifier for the type of customer

TYPE-001
Custom Fields

Custom field names and values as defined for this object

[["fieldName1",123],["fieldName2","someStringValue"],["fieldName3",{"key":"value"}]]
Default Currency

The ISO 4217 currency code used as the default for transactions (e.g., USD, EUR).

USD
Excluded From Contact List

When true, this contact will be excluded from contact lists and searches. When false, the contact appears in all lists.

GL Accounts

GL group, offset AR GL account, and default revenue GL account numbers.

Name

First, middle, and last name with prefix.

One Time

One time. Use false for No, true for Yes. If you want to simplify your customer list page by displaying only your regularly-used customers, we recommend you select this option for customers that you use only once or just occasionally. These customers will not appear in the customer list page unless you click Include one-time use at the top of the list page, in which case, you'll see all your customers regardless of frequency of use.

On Hold

When true, the account is placed on hold and transactions are suspended. When false, the account operates normally.

Parent Customer ID

Identifier of the parent customer

CUST-PARENT-001
Print Name As

Determine the format the name should be printed.

John A. Doe
Print Options

Document template assignments for invoices, quotes, orders, and adjustments.

Resale Number

Resale certificate number for tax-exempt purchases

RSL-123456
Restricted Department

Restricted department IDs. Use if OBJECTRESTRICTION is Restricted

Restricted Location

Restricted location ID. Use if OBJECTRESTRICTION is Restricted

Restriction Type

Type of restriction

Sales Rep Employee ID

Employee ID of the sales representative

EMP-001
Tax Information

Tax ID, taxable status, and tax group.

Territory ID

Identifier for the territory

TERR-001
Example Payload for Create Customer⤓
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Create Invoice​

Creates an invoice. | key: createInvoice

InputNotesExample
Attachments ID

Id of an attachment group of one or more supporting files

ATT-001
Bill To Contact Name

The name of the contact to bill to. This should be an existing contact in Intacct.

Jane Smith
Connection

The Sage Intacct connection to use.

Currency and Exchange Rate

Base currency, transaction currency, and exchange rate details.

Customer ID

The customer ID to create the invoice for.

C-00269
Custom Fields

Custom field names and values as defined for this object


  <customfield>
    <customfieldname>MYCUSTOMFIELD</customfieldname>
    <customfieldvalue>MYCUSTOMFIELDVALUE</customfieldvalue>
  </customfield>
Date Created

Invoice date creation date

12/06/2023
GL Date Posted

Invoice General Ledger posted date

12/06/2023
Description

The description of the invoice.

Some description
Due Date

The due date of the invoice.

12/06/2023
External ID

An external ID for the invoice

1234
Invoice Line Items

Invoice lines, must have at least 1. Each item must be wrapped in <lineitem></lineitem> tags.

https://developer.intacct.com/api/accounts-receivable/invoices/#create-invoice-legacy
Invoice Number

The unique invoice number used to identify the invoice.

1234
No GL

Do not post to GL. Use false for No, true for Yes.

Reference Number

A reference number for the invoice

1234
Record No

A Summary RECORDNO for the invoice.

12345
Ship To Contact Name

The name of the contact to ship to. This should be an existing contact in Intacct.

Bob Johnson
Term Name

Payment term, this should be a previously created term

Net 30
Example Payload for Create Invoice⤓
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Create Project​

Creates a new project. | key: createProject

InputNotesExample
Additional Fields

Additional fields that are not covered by the standard inputs.

{
  "customerId": "cust001",
  "projectManagerEmployeeId": "emp123",
  "externalUserId": "ext456",
  "salesContactEmployeeId": "sales789",
  "referenceNo": "ref987",
  "userRestrictions": "None",
  "transactionRules": [
    "Rule1",
    "Rule2"
  ],
  "primaryContactName": "John Doe",
  "billToContactName": "Jane Smith",
  "shipToContactName": "Bob Brown",
  "paymentTerms": "Net 30",
  "billingType": "Time and Materials",
  "beginDate": "2023-01-01T00:00:00.000Z",
  "endDate": "2023-12-31T23:59:59.999Z",
  "departmentId": "dept001",
  "locationId": "loc001",
  "classId": "class001",
  "attachmentsId": "att001",
  "billableEmployeeExpense": true,
  "billableApPurchasing": true,
  "currency": "USD",
  "salesOrderNo": "SO12345",
  "purchaseOrderNo": "PO54321",
  "purchaseOrderAmount": "50000",
  "purchaseQuoteNo": "PQ12345",
  "contractAmount": "100000",
  "laborPricingOption": "Standard",
  "laborPricingDefaultRate": "150",
  "expensePricingOption": "Standard",
  "expensePricingDefaultRate": "50",
  "apPurchasingPricingOption": "Standard",
  "apPurchasingPricingDefaultRate": "30",
  "budgetedBillingAmount": "120000",
  "budgetedCost": "90000",
  "budgetedDuration": "12 months",
  "glBudgetId": "gl12345",
  "invoiceMessage": "Thank you for your business",
  "invoiceCurrency": "USD",
  "customFields": [
    [
      "customField1",
      "value1"
    ],
    [
      "customField2",
      42
    ]
  ]
}
Connection

The Sage Intacct connection to use.

Invoice with Parent

Use false for No, true for Yes. (Default: false)

false
Parent Project ID

The ID of the parent project for hierarchical project relationships. for the to-be-created object.

21-1234
Project Category

The category classification for the project, such as Contract or Internal. for the to-be-created object.

Contract
Project Description

A detailed description of the project scope or purpose. for the to-be-created object.

This is a sample project
Project ID

Unique ID for the project. Required if company does not use document sequencing, or you can provide a value to use instead of the document sequence value.

21-1234
Project Name

The display name used to identify the project. for the to-be-created object.

Sample Project
Project Status

The current status of the project, such as In Progress or Completed. for the to-be-created object.

In Progress
Project Type

The type classification for the project. for the to-be-created object.

Type 1
Status

Use false for Inactive, true for Active. (Default: true)

true
Example Payload for Create Project⤓
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Create Vendor​

Creates a new vendor. | key: createVendor

InputNotesExample
ACH Banking

ACH bank account and routing details.

Active Status

When true, the record is active and available for use. When false, the record is inactive.

Attachments ID

Id of an attachment group of one or more supporting files

ATT-001
Comments

Additional comments

Company Name

Name of the company

Acme Corporation
Connection

The Sage Intacct connection to use.

Contact Details

Address, phone, email, and other contact channel details.

Credit Limit

The maximum outstanding balance allowed before transactions are blocked.

50000
Custom Fields

Custom field names and values as defined for this object

[["fieldName1",123],["fieldName2","someStringValue"],["fieldName3",{"key":"value"}]]
Default Currency

The ISO 4217 currency code used as the default for transactions (e.g., USD, EUR).

USD
Excluded From Contact List

When true, this contact will be excluded from contact lists and searches. When false, the contact appears in all lists.

Form 1099

Form 1099 tax reporting details.

GL Accounts

GL group, default expense GL account, and offset GL account numbers.

Location Assigned Account No Displayed On Check Stub

When true, the location-specific vendor account number is printed on the check stub.

Name

First, middle, and last name with prefix.

One Time

One time. Use false for No, true for Yes. If you want to simplify your vendor list page by displaying only your regularly-used vendors, we recommend you select this option for vendors that you use only once or just occasionally. These vendors will not appear in the vendor list page unless you click Include one-time use at the top of the list page, in which case, you'll see all your vendors regardless of frequently of use.

On Hold

When true, the account is placed on hold and transactions are suspended. When false, the account operates normally.

Parent Vendor ID

The ID of the parent vendor for hierarchical relationships.

VENDOR-PARENT-001
Payment Settings

Payment method, terms, and notification preferences.

Print Name As

Determine the format the name should be printed.

John A. Doe
Restricted Department

Restricted department IDs. Use if OBJECTRESTRICTION is Restricted

Restricted Location

Restricted location ID. Use if OBJECTRESTRICTION is Restricted

Restriction Type

Type of restriction

Tax Information

Tax ID, taxable status, and tax group.

Vendor Account No

The account number assigned by the vendor for reference on payments.

VEND-ACC-001
Contact Roles

Primary, pay-to, and return-to contact assignments.

Vendor ID

Unique ID for the vendor. Required if company does not use document sequencing, or you can provide a value to use instead of the document sequence value.

VENDOR-001
Vendor Name

The display name of the vendor in Sage Intacct.

Acme Supplies Inc.
Vendor Type ID

The identifier for the vendor type classification.

TYPE-001
Example Payload for Create Vendor⤓
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Delete Object​

Deletes different objects in Sage Intacct. | key: deleteObject

InputNotesExample
Connection

The Sage Intacct connection to use.

Keys

A key or comma-separated list (123,456) of keys (RECORDNO's) to delete

123
Object

Type of object to delete

Example Payload for Delete Object⤓
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Get AP Payment​

Retrieves a single AP Payment. | key: getApPayment

InputNotesExample
Connection

The Sage Intacct connection to use.

Field

Field to retrieve, use * for all fields

*
Record No

The unique record number identifier

12345
Example Payload for Get AP Payment⤓
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Get AR Adjustment​

Retrieves a single AR Adjustment. | key: getARAdjustment

InputNotesExample
Connection

The Sage Intacct connection to use.

Field

Field to retrieve, use * for all fields

*
Record No

The unique record number identifier

12345
Example Payload for Get AR Adjustment⤓
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Get AR Adjustment Line​

Retrieves a single AR Adjustment Line. | key: getARAdjustmentLine

InputNotesExample
Connection

The Sage Intacct connection to use.

Field

Field to retrieve, use * for all fields

*
Record No

The unique record number identifier

12345
Example Payload for Get AR Adjustment Line⤓
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Get AR Advance​

Retrieves a single AR Advance. | key: getARAdvance

InputNotesExample
Connection

The Sage Intacct connection to use.

Field

Field to retrieve, use * for all fields

*
Record No

The unique record number identifier

12345
Example Payload for Get AR Advance⤓
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Get AR Payment​

Retrieves a single AR Payment. | key: getArPayment

InputNotesExample
Connection

The Sage Intacct connection to use.

Field

Field to retrieve, use * for all fields

*
Record No

The unique record number identifier

12345
Example Payload for Get AR Payment⤓
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Get Bill​

Retrieves a single bill. | key: getBill

InputNotesExample
Connection

The Sage Intacct connection to use.

Field

Field to retrieve, use * for all fields

*
Record No

The unique record number identifier

12345
Example Payload for Get Bill⤓
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Get Contact​

Retrieves a single contact. | key: getContact

InputNotesExample
Connection

The Sage Intacct connection to use.

Field

Field to retrieve, use * for all fields

*
Record No

The unique record number identifier

12345
Example Payload for Get Contact⤓
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Get Customer​

Retrieves a single customer. | key: getCustomer

InputNotesExample
Connection

The Sage Intacct connection to use.

Field

Field to retrieve, use * for all fields

*
Record No

The unique record number identifier

12345
Example Payload for Get Customer⤓
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Get Invoice​

Retrieves a single invoice. | key: getInvoice

InputNotesExample
Connection

The Sage Intacct connection to use.

Field

Field to retrieve, use * for all fields

*
Record No

The unique record number identifier

12345
Example Payload for Get Invoice⤓
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Get Project​

Retrieves a project by record number. | key: getProject

InputNotesExample
Connection

The Sage Intacct connection to use.

Field

Field to retrieve, use * for all fields

*
Record No

The unique record number identifier of the project to retrieve.

12345
Example Payload for Get Project⤓
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Get Vendor​

Retrieves a single vendor. | key: getVendor

InputNotesExample
Connection

The Sage Intacct connection to use.

Field

Field to retrieve, use * for all fields

*
Record No

The unique record number identifier

12345
Example Payload for Get Vendor⤓
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Query and List Records​

Lists specified criteria based on a query. | key: queryAndList

InputNotesExample
Connection

The Sage Intacct connection to use.

Field

Field to retrieve, use * for all fields

*
Object Name

Name of the object to query. Possible values are: VENDOR, APBILL, APPYMT, ARPYMT, ARADJUSTMENT, ARADJUSTMENTITEM, ARADVANCE, etc.

VENDOR
Query

Query filter expression to filter the records

VENDOR.CREDITLIMIT > 10000
Example Payload for Query and List Records⤓
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Raw Request​

Sends a raw HTTP request to Sage Intacct. | key: rawRequest

InputNotesExample
Connection

The Sage Intacct connection to use.

Data

The raw XML function to execute. Add the structure as per the Sage Intacct API documentation. For the provided default example, see the Query and List Contacts function. Authentication is already handled by the action.

<query>
<object>CONTACT</object>
<select>
    <field>RECORDNO</field>
    <field>CONTACTNAME</field>
</select>
</query>
Array JSON Nodes

Always put child nodes from XML in an array. If toggled off, an array is created only if there is more than one. Use this when 'Response Type' is set to 'JSON'.

true
Header

A list of headers to send with the request. <strong>Note:</strong> Sage Intacct API is XML based. Content-Type: 'application/xml' header is already added.

User-Agent: curl/7.64.1
Max Retry Count

The maximum number of retries to attempt. Specify 0 for no retries.

0
Response Type

The type of data format expected in the response. Select 'JSON' for JSON format or 'XML' for raw XML text.

json
Retry On All Errors

If true, retries on all erroneous responses regardless of type. This is helpful when retrying after HTTP 429 or other 3xx or 4xx errors. Otherwise, only retries on HTTP 5xx and network errors.

false
Retry Delay (ms)

The delay in milliseconds between retries. This is used when 'Use Exponential Backoff' is disabled.

0
Timeout

The maximum time that a client will await a response to its request

2000
Use Exponential Backoff

Specifies whether to use a pre-defined exponential backoff strategy for retries. When enabled, 'Retry Delay (ms)' is ignored.

false
Example Payload for Raw Request⤓
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Update AR Adjustment​

Updates an existing AR Adjustment. | key: updateARAdjustment

InputNotesExample
Action

Action. Use Draft or Submit. (Default: Submit)

Additional XML Tags

Additional XML tags that might not be covered by the standard inputs.

<basecurr>USD</basecurr>
              <exchratedate>
                <year>2021</year>
                <month>09</month>
                <day>12</day>
              </exchratedate>
              <exchrate>1.23</exchrate>
Adjustment Number

AR Adjustment ADJUSTMENTNO to update.

AR Adjustment Line Items

AR Adjustment LINEITEMS to update. Each item must be wrapped in <updatelineitem></updatelineitem> or <lineitem></lineitem> tags.


  <updatelineitem line_num="1">
    <glaccountno>4000</glaccountno>
    <amount>100.25</amount>
    <memo>line 1</memo>
    <locationid>L100</locationid>
    <departmentid>D200</departmentid>
  </updatelineitem>
  <lineitem>
    <glaccountno>4000</glaccountno>
    <amount>20.99</amount>
    <memo>add a new line</memo>
    <locationid>L100</locationid>
    <departmentid>D200</departmentid>
  </lineitem>
Connection

The Sage Intacct connection to use.

Currency

AR Adjustment CURRENCY to update.

USD
Customer ID

AR Adjustment CUSTOMERID to update.

CUST-12345
Date Created

AR Adjustment DATECREATED to update.

12/06/2023
GL Date Posted

AR Adjustment DATEPOSTED to update.

12/06/2023
Description

AR Adjustment DESCRIPTION to update.

Office supplies for Q1 2024
Exchange Rate Type

AR Adjustment EXCHRATETYPE to update.

Intacct Daily Rate
Invoice Number

AR Adjustment INVOICENO to update.

1234
Record Number

AR Adjustment RECORDNO of bill to update.

123
Example Payload for Update AR Adjustment⤓
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Update AR Advance​

Updates an existing AR Advance. | key: updateARAdvance

InputNotesExample
Additional XML Tags

Additional XML tags that might not be covered by the standard inputs.

<PRBATCH>123456</PRBATCH>
              <PRBATCHKEY>123456</PRBATCHKEY>
              <DOCNUMBER>123456</DOCNUMBER>
              <DESCRIPTION>Advance Description</DESCRIPTION>
              <CURRENCY>USD</CURRENCY>
              <BASECURR>USD</BASECURR>
              <EXCH_RATE_DATE>
                <year>2021</year>
                <month>09</month>
                <day>12</day>
              </EXCH_RATE_DATE>
              <EXCH_RATE>1.23</EXCH_RATE>
              <EXCH_RATE_TYPE_ID>Intacct Daily Rate</EXCH_RATE_TYPE_ID>
              <SUPDOCID>123456</SUPDOCID>
AR Advance Items

AR Advance ARADVANCEITEMS to update. <strong>Note:</strong> To add an advance line, supply all the original lines along with the new one. To delete a line, supply only the lines that you want to keep. To modify a line, supply all the original lines and change the field values you want.

<ARADVANCEITEM>
        <ACCOUNTNO>4055</ACCOUNTNO>
        <ACCOUNTLABEL>Misc Sales</ACCOUNTLABEL>
        <TRX_AMOUNT>1000</TRX_AMOUNT>
        <LOCATIONID>CA</LOCATIONID>
      </ARADVANCEITEM>
Connection

The Sage Intacct connection to use.

Financial Entity

AR Advance FINANCIALENTITY to update.

1020
Payment Date

AR Advance PAYMENTDATE to update.

09/12/2021
Payment Method

AR Advance PAYMENTMETHOD to update.

Cash
Receipt Date

AR Advance RECEIPTDATE to update.

09/12/2021
Record No

AR Advance RECORDNO to update.

12345
Undeposited Account No

AR Advance UNDEPOSITEDACCOUNTNO to update.

1020
Example Payload for Update AR Advance⤓
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Update Contact​

Updates an existing contact. | key: updateContact

InputNotesExample
Active Status

When true, the record is active and available for use. When false, the record is inactive.

Company Name

Name of the company

Acme Corporation
Connection

The Sage Intacct connection to use.

Contact Details

Address, phone, email, and other contact channel details.

Contact Name

Full name of the contact

John Doe
Name

First, middle, and last name with prefix.

Print Name As

Determine the format the name should be printed.

John A. Doe
Tax Information

Tax ID, taxable status, and tax group.

Example Payload for Update Contact⤓
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Update Customer​

Updates an existing customer in Intacct. The customer is identified by the customer ID. | key: updateCustomer

InputNotesExample
Active Status

When true, the record is active and available for use. When false, the record is inactive.

Attachments ID

Id of an attachment group of one or more supporting files

ATT-001
Billing and Delivery Preferences

Payment term, delivery method, default invoice message, and shipping method.

Comments

Additional comments

Company Name

Name of the company

Acme Corporation
Connection

The Sage Intacct connection to use.

Contact Details

Address, phone, email, and other contact channel details.

Credit Limit

The maximum outstanding balance allowed before transactions are blocked.

50000
Contact Roles

Primary, bill-to, and ship-to contact assignments.

Customer ID

Unique ID. Required if company does not use document sequencing, or you can provide a value to use instead of the document sequence value.

CUST-12345
Customer Name

The display name of the customer in Sage Intacct.

Global Tech Solutions
Customer Type ID

Identifier for the type of customer

TYPE-001
Custom Fields

Custom field names and values as defined for this object

[["fieldName1",123],["fieldName2","someStringValue"],["fieldName3",{"key":"value"}]]
Default Currency

The ISO 4217 currency code used as the default for transactions (e.g., USD, EUR).

USD
Excluded From Contact List

When true, this contact will be excluded from contact lists and searches. When false, the contact appears in all lists.

GL Accounts

GL group, offset AR GL account, and default revenue GL account numbers.

Name

First, middle, and last name with prefix.

One Time

One time. Use false for No, true for Yes. If you want to simplify your customer list page by displaying only your regularly-used customers, we recommend you select this option for customers that you use only once or just occasionally. These customers will not appear in the customer list page unless you click Include one-time use at the top of the list page, in which case, you'll see all your customers regardless of frequency of use.

On Hold

When true, the account is placed on hold and transactions are suspended. When false, the account operates normally.

Parent Customer ID

Identifier of the parent customer

CUST-PARENT-001
Print Name As

Determine the format the name should be printed.

John A. Doe
Print Options

Document template assignments for invoices, quotes, orders, and adjustments.

Resale Number

Resale certificate number for tax-exempt purchases

RSL-123456
Restricted Department

Restricted department IDs. Use if OBJECTRESTRICTION is Restricted

Restricted Location

Restricted location ID. Use if OBJECTRESTRICTION is Restricted

Restriction Type

Type of restriction

Sales Rep Employee ID

Employee ID of the sales representative

EMP-001
Tax Information

Tax ID, taxable status, and tax group.

Territory ID

Identifier for the territory

TERR-001
Example Payload for Update Customer⤓
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Update Invoice​

Updates an invoice. | key: updateInvoice

InputNotesExample
Attachments ID

Id of an attachment group of one or more supporting files

ATT-001
Connection

The Sage Intacct connection to use.

Contact Name

Full name of the contact

John Doe
Currency and Exchange Rate

Base currency, transaction currency, and exchange rate details.

Customer ID

Unique ID. Required if company does not use document sequencing, or you can provide a value to use instead of the document sequence value.

CUST-12345
Custom Fields

Custom field names and values as defined for this object


  <customfield>
    <customfieldname>MYCUSTOMFIELD</customfieldname>
    <customfieldvalue>MYCUSTOMFIELDVALUE</customfieldvalue>
  </customfield>
Date Created

Invoice date creation date

12/06/2023
Date Due

Due date. Required if not using termname.

12/06/2023
GL Date Posted

Invoice General Ledger posted date

12/06/2023
Description

The description of the invoice.

Some description
Invoice Line Items

To update an existing line use <updatelineitem></updatelineitem> otherwise to create a new line item use <lineitem></lineitem> instead.You can mix types in the array.

https://developer.intacct.com/api/accounts-receivable/invoices/#create-invoice-legacy
Invoice Number

The unique invoice number used to identify the invoice.

1234
Record Number

Invoice RECORDNO to update

123
Reference Number

A reference number for the invoice

1234
Term Name

Payment term, this should be a previously created term

Net 30
Example Payload for Update Invoice⤓
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Update Project​

Updates an existing project. | key: updateProject

InputNotesExample
Additional Fields

Additional fields that are not covered by the standard inputs.

{
  "customerId": "cust001",
  "projectManagerEmployeeId": "emp123",
  "externalUserId": "ext456",
  "salesContactEmployeeId": "sales789",
  "referenceNo": "ref987",
  "userRestrictions": "None",
  "transactionRules": [
    "Rule1",
    "Rule2"
  ],
  "primaryContactName": "John Doe",
  "billToContactName": "Jane Smith",
  "shipToContactName": "Bob Brown",
  "paymentTerms": "Net 30",
  "billingType": "Time and Materials",
  "beginDate": "2023-01-01T00:00:00.000Z",
  "endDate": "2023-12-31T23:59:59.999Z",
  "departmentId": "dept001",
  "locationId": "loc001",
  "classId": "class001",
  "attachmentsId": "att001",
  "billableEmployeeExpense": true,
  "billableApPurchasing": true,
  "currency": "USD",
  "salesOrderNo": "SO12345",
  "purchaseOrderNo": "PO54321",
  "purchaseOrderAmount": "50000",
  "purchaseQuoteNo": "PQ12345",
  "contractAmount": "100000",
  "laborPricingOption": "Standard",
  "laborPricingDefaultRate": "150",
  "expensePricingOption": "Standard",
  "expensePricingDefaultRate": "50",
  "apPurchasingPricingOption": "Standard",
  "apPurchasingPricingDefaultRate": "30",
  "budgetedBillingAmount": "120000",
  "budgetedCost": "90000",
  "budgetedDuration": "12 months",
  "glBudgetId": "gl12345",
  "invoiceMessage": "Thank you for your business",
  "invoiceCurrency": "USD",
  "customFields": [
    [
      "customField1",
      "value1"
    ],
    [
      "customField2",
      42
    ]
  ]
}
Connection

The Sage Intacct connection to use.

Invoice with Parent

Boolean update field for setting true, false, or empty values.

Parent Project ID

The ID of the parent project for hierarchical project relationships. for the to-be-updated object.

21-1234
Project Category

The category classification for the project, such as Contract or Internal. for the to-be-updated object.

Contract
Project Description

A detailed description of the project scope or purpose. for the to-be-updated object.

This is a sample project
Project ID

Project ID to update.

21-1234
Project Name

The display name used to identify the project. for the to-be-updated object.

Sample Project
Project Status

The current status of the project, such as In Progress or Completed. for the to-be-updated object.

In Progress
Project Type

The type classification for the project. for the to-be-updated object.

Type 1
Status

Boolean update field for setting true, false, or empty values.

Example Payload for Update Project⤓
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Update Vendor​

Updates an existing vendor. | key: updateVendor

InputNotesExample
ACH Banking

ACH bank account and routing details.

Active Status

When true, the record is active and available for use. When false, the record is inactive.

Attachments ID

Id of an attachment group of one or more supporting files

ATT-001
Comments

Additional comments

Company Name

Name of the company

Acme Corporation
Connection

The Sage Intacct connection to use.

Contact Details

Address, phone, email, and other contact channel details.

Credit Limit

The maximum outstanding balance allowed before transactions are blocked.

50000
Custom Fields

Custom field names and values as defined for this object

[["fieldName1",123],["fieldName2","someStringValue"],["fieldName3",{"key":"value"}]]
Default Currency

The ISO 4217 currency code used as the default for transactions (e.g., USD, EUR).

USD
Excluded From Contact List

When true, this contact will be excluded from contact lists and searches. When false, the contact appears in all lists.

Form 1099

Form 1099 tax reporting details.

GL Accounts

GL group, default expense GL account, and offset GL account numbers.

Location Assigned Account No Displayed On Check Stub

When true, the location-specific vendor account number is printed on the check stub.

Name

First, middle, and last name with prefix.

One Time

One time. Use false for No, true for Yes. If you want to simplify your vendor list page by displaying only your regularly-used vendors, we recommend you select this option for vendors that you use only once or just occasionally. These vendors will not appear in the vendor list page unless you click Include one-time use at the top of the list page, in which case, you'll see all your vendors regardless of frequently of use.

On Hold

When true, the account is placed on hold and transactions are suspended. When false, the account operates normally.

Parent Vendor ID

The ID of the parent vendor for hierarchical relationships.

VENDOR-PARENT-001
Payment Settings

Payment method, terms, and notification preferences.

Print Name As

Determine the format the name should be printed.

John A. Doe
Restricted Department

Restricted department IDs. Use if OBJECTRESTRICTION is Restricted

Restricted Location

Restricted location ID. Use if OBJECTRESTRICTION is Restricted

Restriction Type

Type of restriction

Tax Information

Tax ID, taxable status, and tax group.

Vendor Account No

The account number assigned by the vendor for reference on payments.

VEND-ACC-001
Contact Roles

Primary, pay-to, and return-to contact assignments.

Vendor ID

Unique ID for the vendor. Required if company does not use document sequencing, or you can provide a value to use instead of the document sequence value.

VENDOR-001
Vendor Name

The display name of the vendor in Sage Intacct.

Acme Supplies Inc.
Vendor Type ID

The identifier for the vendor type classification.

TYPE-001
Example Payload for Update Vendor⤓
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Changelog​

2026-09-18​

  • Added output schemas to 27 actions for improved field mapping during configuration
  • Added inline action calling support across all actions for improved example output during configuration
  • Added opt-in batching to the New and Updated Records trigger, dispatching each changed record individually or in configured batches so large backlogs drain in one recurrence; enabling it changes the shape a downstream step receives
  • Added an optional Look-back Date input for performing an initial sync of records. The initial sync backfills every record modified on or after the specified date, beginning on the first recurrence and seeding each record once; later recurrences are unaffected. Leave it empty to start from the first recurrence with no backfill

2026-09-01​

Restructured action inputs into structured objects for an improved configuration experience.

  • Create Vendor and Update Vendor group their inputs into Name, Contact Details, Tax Information, ACH Banking, Payment Settings, Form 1099, Contact Roles, and GL Accounts
  • Create Customer and Update Customer group their inputs into Name, Contact Details, Tax Information, Contact Roles, Print Options, GL Accounts, and Billing and Delivery Preferences
  • Create Contact and Update Contact group their inputs into Name, Contact Details, and Tax Information
  • Create Invoice and Update Invoice group their currency inputs into Currency and Exchange Rate

2026-05-05​

Added New and Updated Records polling trigger to detect newly created or modified records across Vendor, Customer, AP Bill, AR Invoice, Contact, Employee, Project, and AR Payment, with server-side filtering so only changed records are returned each poll

2026-04-30​

Updated spectral version

2026-03-31​

Various modernizations and documentation updates

2026-03-24​

Wired inputs to inline data sources for improved selection across multiple actions: Vendor ID now uses the Select Vendor inline data source

  • Customer ID now uses the Select Customer inline data source
  • Contact Name now uses the Select Contact inline data source
  • Invoice Number now uses the Select Invoice inline data source
  • Project ID now uses the Select Project inline data source

2025-12-19​

Enhanced Get Contact, Update Contact, Get Customer, Update Customer, Get Invoice, Update Invoice, Get Project, Update Project, Get Vendor, and Update Vendor actions with inline data source support for improved usability:

  • The Record No input in Get Contact, Get Customer, Get Invoice, Get Project, and Get Vendor now displays available records directly in the dropdown
  • The Contact Name input in Update Contact now displays available contacts directly in the dropdown
  • The Customer ID input in Update Customer now displays available customers directly in the dropdown
  • The Record Number input in Update Invoice now displays available invoices directly in the dropdown
  • The Project ID input in Update Project now displays available projects directly in the dropdown
  • The Vendor ID input in Update Vendor now displays available vendors directly in the dropdown

2025-06-27​

Added actions for AR advances and AR adjustments to enhance accounts receivable management