Sage Intacct

Connect to Sage Intacct for enterprise financial management including AR, AP, GL, and project accounting.

Overview

Sage Intacct is a cloud financial management platform. The integration supports:

Customers - Customer master records
Vendors - Vendor/supplier records
Invoices (AR) - Accounts receivable invoices
Bills (AP) - Accounts payable bills
Payments - AR and AP payments
Journal Entries - General ledger entries
Accounts - Chart of accounts
Projects - Project tracking and accounting

Prerequisites

Sage Intacct subscription
Web Services subscription enabled
API credentials (Sender ID, Password)
Session-based authentication configured

Authentication

Sage Intacct uses session-based XML-RPC authentication via Nango.

curl "http://localhost:3000/api/v1/connections/sage-intacct/auth-url" \
  -H "x-api-key: YOUR_API_KEY"

Available Actions

Customer Actions

getCustomer

Get customer by ID.

{
  "action": "sage-intacct.getCustomer",
  "config": {
    "customerId": "{{input.customerId}}",
    "fields": "*"
  }
}

createCustomer

Create a new customer.

{
  "id": "create-customer",
  "type": "action",
  "action": "sage-intacct.createCustomer",
  "config": {
    "customerId": "CUST-{{input.accountNumber}}",
    "name": "{{input.companyName}}",
    "displayContact": {
      "name": "{{input.contactName}}",
      "printAs": "{{input.companyName}}",
      "companyName": "{{input.companyName}}",
      "phone": "{{input.phone}}",
      "email": "{{input.email}}",
      "address": {
        "address1": "{{input.address.street}}",
        "city": "{{input.address.city}}",
        "state": "{{input.address.state}}",
        "zip": "{{input.address.zip}}",
        "country": "{{input.address.country}}"
      }
    },
    "status": "active",
    "paymentTerm": "Net 30",
    "customerType": "{{input.customerType}}",
    "currency": "USD",
    "creditLimit": "{{input.creditLimit}}"
  }
}

Parameters:

Field	Type	Required	Description
`customerId`	string	No	Customer ID (auto-generated if blank)
`name`	string	Yes	Customer name
`displayContact`	object	No	Primary contact info
`status`	string	No	`active` or `inactive`
`paymentTerm`	string	No	Payment term name
`customerType`	string	No	Customer classification
`currency`	string	No	Default currency
`creditLimit`	number	No	Credit limit amount

updateCustomer

Update an existing customer.

{
  "action": "sage-intacct.updateCustomer",
  "config": {
    "customerId": "{{input.customerId}}",
    "name": "{{input.newName}}",
    "creditLimit": "{{input.newCreditLimit}}"
  }
}

listCustomers

List customers with optional filters.

{
  "action": "sage-intacct.listCustomers",
  "config": {
    "filter": "STATUS = 'active'",
    "fields": "CUSTOMERID,NAME,TOTALDUE",
    "pageSize": 100
  }
}

Vendor Actions

getVendor

Get vendor by ID.

{
  "action": "sage-intacct.getVendor",
  "config": {
    "vendorId": "{{input.vendorId}}",
    "fields": "*"
  }
}

createVendor

Create a new vendor.

{
  "id": "create-vendor",
  "type": "action",
  "action": "sage-intacct.createVendor",
  "config": {
    "vendorId": "VEND-{{input.vendorNumber}}",
    "name": "{{input.vendorName}}",
    "displayContact": {
      "name": "{{input.contactName}}",
      "printAs": "{{input.vendorName}}",
      "companyName": "{{input.vendorName}}",
      "phone": "{{input.phone}}",
      "email": "{{input.email}}",
      "address": {
        "address1": "{{input.address.street}}",
        "city": "{{input.address.city}}",
        "state": "{{input.address.state}}",
        "zip": "{{input.address.zip}}",
        "country": "{{input.address.country}}"
      }
    },
    "status": "active",
    "paymentTerm": "Net 30",
    "vendorType": "{{input.vendorType}}",
    "currency": "USD",
    "taxId": "{{input.taxId}}",
    "form1099Type": "MISC",
    "form1099Box": "7"
  }
}

listVendors

List vendors.

{
  "action": "sage-intacct.listVendors",
  "config": {
    "filter": "STATUS = 'active' AND VENDTYPE = 'Supplier'",
    "pageSize": 100
  }
}

Invoice (AR) Actions

getInvoice

Get AR invoice by ID.

{
  "action": "sage-intacct.getInvoice",
  "config": {
    "invoiceId": "{{input.invoiceId}}",
    "fields": "*"
  }
}

createInvoice

Create an AR invoice.

{
  "id": "create-invoice",
  "type": "action",
  "action": "sage-intacct.createInvoice",
  "config": {
    "customerId": "{{input.customerId}}",
    "invoiceDate": "{{input.invoiceDate}}",
    "dueDate": "{{input.dueDate}}",
    "invoiceNumber": "INV-{{input.invoiceNumber}}",
    "poNumber": "{{input.poNumber}}",
    "description": "{{input.description}}",
    "currency": "USD",
    "lineItems": [
      {
        "accountNumber": "4000",
        "amount": "{{input.items[0].amount}}",
        "memo": "{{input.items[0].description}}",
        "locationId": "{{input.locationId}}",
        "departmentId": "{{input.departmentId}}",
        "projectId": "{{input.projectId}}"
      }
    ]
  }
}

Line Item Parameters:

Field	Type	Description
`accountNumber`	string	GL account number
`amount`	number	Line amount
`memo`	string	Line description
`locationId`	string	Location dimension
`departmentId`	string	Department dimension
`projectId`	string	Project dimension
`customerId`	string	Customer dimension
`itemId`	string	Item ID
`quantity`	number	Quantity
`price`	number	Unit price

postInvoice

Post an invoice.

{
  "action": "sage-intacct.postInvoice",
  "config": {
    "invoiceId": "{{input.invoiceId}}"
  }
}

listInvoices

List AR invoices.

{
  "action": "sage-intacct.listInvoices",
  "config": {
    "filter": "STATE = 'Posted' AND TOTALDUE > 0",
    "fields": "RECORDNO,CUSTOMERID,TOTALENTERED,TOTALDUE,WHENCREATED",
    "pageSize": 100
  }
}

Bill (AP) Actions

getBill

Get AP bill by ID.

{
  "action": "sage-intacct.getBill",
  "config": {
    "billId": "{{input.billId}}",
    "fields": "*"
  }
}

createBill

Create an AP bill.

{
  "id": "create-bill",
  "type": "action",
  "action": "sage-intacct.createBill",
  "config": {
    "vendorId": "{{input.vendorId}}",
    "billDate": "{{input.billDate}}",
    "dueDate": "{{input.dueDate}}",
    "billNumber": "{{input.vendorInvoiceNumber}}",
    "vendorDocNumber": "{{input.vendorDocNumber}}",
    "description": "{{input.description}}",
    "currency": "USD",
    "lineItems": [
      {
        "accountNumber": "6000",
        "amount": "{{input.amount}}",
        "memo": "{{input.description}}",
        "locationId": "{{input.locationId}}",
        "departmentId": "{{input.departmentId}}"
      }
    ]
  }
}

listBills

List AP bills.

{
  "action": "sage-intacct.listBills",
  "config": {
    "filter": "PAYMENTSTATUS = 'open'",
    "pageSize": 100
  }
}

Payment Actions

createArPayment

Record an AR payment.

{
  "id": "record-payment",
  "type": "action",
  "action": "sage-intacct.createArPayment",
  "config": {
    "customerId": "{{input.customerId}}",
    "paymentMethod": "Check",
    "receiptDate": "{{input.paymentDate}}",
    "bankAccountId": "{{input.bankAccountId}}",
    "referenceNumber": "{{input.checkNumber}}",
    "invoices": [
      {
        "invoiceKey": "{{input.invoiceKey}}",
        "amount": "{{input.paymentAmount}}"
      }
    ]
  }
}

createApPayment

Create an AP payment.

{
  "id": "pay-vendor",
  "type": "action",
  "action": "sage-intacct.createApPayment",
  "config": {
    "vendorId": "{{input.vendorId}}",
    "paymentMethod": "ACH",
    "paymentDate": "{{input.paymentDate}}",
    "bankAccountId": "{{input.bankAccountId}}",
    "documentNumber": "{{input.paymentRef}}",
    "description": "Payment for bills",
    "bills": [
      {
        "billKey": "{{input.billKey}}",
        "amount": "{{input.paymentAmount}}"
      }
    ]
  }
}

Journal Entry Actions

createJournalEntry

Create a journal entry.

{
  "id": "create-je",
  "type": "action",
  "action": "sage-intacct.createJournalEntry",
  "config": {
    "journal": "GJ",
    "batchDate": "{{input.entryDate}}",
    "description": "{{input.description}}",
    "reverseDate": "{{input.reversalDate}}",
    "lines": [
      {
        "accountNumber": "1000",
        "type": 1,
        "amount": "{{input.debitAmount}}",
        "description": "Debit entry",
        "locationId": "{{input.locationId}}",
        "departmentId": "{{input.departmentId}}"
      },
      {
        "accountNumber": "2000",
        "type": -1,
        "amount": "{{input.creditAmount}}",
        "description": "Credit entry",
        "locationId": "{{input.locationId}}",
        "departmentId": "{{input.departmentId}}"
      }
    ]
  }
}

Line Type Values:

1 = Debit
-1 = Credit

listJournalEntries

List journal entries.

{
  "action": "sage-intacct.listJournalEntries",
  "config": {
    "filter": "JOURNAL = 'GJ' AND BATCH_DATE >= '01/01/2024'",
    "pageSize": 100
  }
}

Account Actions

getAccount

Get GL account.

{
  "action": "sage-intacct.getAccount",
  "config": {
    "accountNo": "{{input.accountNumber}}",
    "fields": "*"
  }
}

listAccounts

List chart of accounts.

{
  "action": "sage-intacct.listAccounts",
  "config": {
    "filter": "ACCOUNTTYPE = 'balancesheet'",
    "pageSize": 500
  }
}

Project Actions

getProject

Get project by ID.

{
  "action": "sage-intacct.getProject",
  "config": {
    "projectId": "{{input.projectId}}",
    "fields": "*"
  }
}

createProject

Create a project.

{
  "id": "create-project",
  "type": "action",
  "action": "sage-intacct.createProject",
  "config": {
    "projectId": "PROJ-{{input.projectNumber}}",
    "name": "{{input.projectName}}",
    "description": "{{input.description}}",
    "category": "{{input.category}}",
    "status": "Active",
    "customerId": "{{input.customerId}}",
    "managerId": "{{input.managerId}}",
    "beginDate": "{{input.startDate}}",
    "endDate": "{{input.endDate}}",
    "currency": "USD",
    "budgetAmount": "{{input.budget}}"
  }
}

listProjects

List projects.

{
  "action": "sage-intacct.listProjects",
  "config": {
    "filter": "PROJECTSTATUS = 'Active'",
    "pageSize": 100
  }
}

Generic Query

query

Execute a generic query on any object.

{
  "action": "sage-intacct.query",
  "config": {
    "object": "GLACCOUNT",
    "fields": "ACCOUNTNO,TITLE,ACCOUNTTYPE,NORMALBALANCE",
    "filter": "STATUS = 'active'",
    "orderBy": "ACCOUNTNO",
    "pageSize": 500
  }
}

Common Objects

Object	Description
`CUSTOMER`	Customers
`VENDOR`	Vendors
`ARINVOICE`	AR invoices
`APBILL`	AP bills
`ARPAYMENT`	AR payments
`APPAYMENT`	AP payments
`GLBATCH`	Journal entries
`GLACCOUNT`	GL accounts
`PROJECT`	Projects
`EMPLOYEE`	Employees
`ITEM`	Items
`LOCATION`	Locations
`DEPARTMENT`	Departments
`CLASS`	Classes

Webhook Triggers

Sage Intacct can trigger workflows via platform events.

{
  "trigger": {
    "type": "webhook",
    "provider": "sage-intacct",
    "events": ["ARINVOICE.created", "APPAYMENT.created"]
  }
}

Example Workflow

Invoice creation from HubSpot deal:

{
  "name": "Create Sage Invoice from Won Deal",
  "trigger": {
    "type": "webhook",
    "provider": "hubspot",
    "events": ["deal.propertyChange"]
  },
  "steps": [
    {
      "id": "check-stage",
      "type": "condition",
      "config": {
        "conditions": {
          "and": [
            { "left": "{{input[0].propertyName}}", "operator": "eq", "right": "dealstage" },
            { "left": "{{input[0].propertyValue}}", "operator": "eq", "right": "closedwon" }
          ]
        },
        "then": ["get-deal"],
        "else": []
      }
    },
    {
      "id": "get-deal",
      "type": "action",
      "action": "hubspot.getDeal",
      "config": {
        "dealId": "{{input[0].objectId}}",
        "properties": ["dealname", "amount", "closedate"]
      }
    },
    {
      "id": "get-company",
      "type": "action",
      "action": "hubspot.getAssociations",
      "config": {
        "objectType": "deals",
        "objectId": "{{input[0].objectId}}",
        "toObjectType": "companies"
      }
    },
    {
      "id": "find-customer",
      "type": "action",
      "action": "sage-intacct.listCustomers",
      "config": {
        "filter": "NAME = '{{steps.get-company.output.results[0].properties.name}}'"
      }
    },
    {
      "id": "create-invoice",
      "type": "action",
      "action": "sage-intacct.createInvoice",
      "config": {
        "customerId": "{{steps.find-customer.output.data[0].CUSTOMERID}}",
        "invoiceDate": "{{now | date: 'MM/DD/YYYY'}}",
        "dueDate": "{{now | dateAdd: 30, 'day' | date: 'MM/DD/YYYY'}}",
        "description": "{{steps.get-deal.output.properties.dealname}}",
        "lineItems": [
          {
            "accountNumber": "4000",
            "amount": "{{steps.get-deal.output.properties.amount}}",
            "memo": "Professional Services - {{steps.get-deal.output.properties.dealname}}"
          }
        ]
      }
    },
    {
      "id": "notify-finance",
      "type": "action",
      "action": "slack.sendMessage",
      "config": {
        "channel": "#finance",
        "text": "Invoice created in Sage Intacct for {{steps.get-deal.output.properties.dealname}} (${{steps.get-deal.output.properties.amount}})"
      }
    }
  ]
}

Dimensions

Sage Intacct uses dimensions for reporting segmentation:

Dimension	Description
`LOCATIONID`	Location/entity
`DEPARTMENTID`	Department
`PROJECTID`	Project
`CUSTOMERID`	Customer
`VENDORID`	Vendor
`EMPLOYEEID`	Employee
`ITEMID`	Item
`CLASSID`	Class

Rate Limits

Limit	Value
API calls/minute	300
Concurrent sessions	5 per company
Records per request	100

Troubleshooting

Common Errors

Error	Cause	Solution
`customerId is required`	Missing customer ID	Provide customer ID
`BL01001973`	Duplicate record	Check for existing record
`BL01001074`	Invalid reference	Verify dimension IDs
`WS0001`	Authentication failed	Check credentials
`XL03000009`	Session expired	Refresh session

XML API Notes

Sage Intacct uses an XML-RPC style API. All requests are wrapped in XML format automatically by the connector. Field names use ALL CAPS (e.g., CUSTOMERID, NAME).

Filter Syntax

Filters use SQL-like syntax:

STATUS = 'active'
TOTALDUE > 0
WHENCREATED >= '01/01/2024'
NAME LIKE 'Acme%'

Sage Intacct

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