Sage Intacct Connector

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

Authenticate using Sage Intacct Web Services credentials.

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.

Input	Comments	Default
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.
Sender Password	The Sender Password for Web Services authentication. This password is set when configuring Web Services access in Sage Intacct.
Company ID	The Sage Intacct Company ID. This is the unique company identifier in Sage Intacct.
User ID	The User ID (username) for Web Services authentication. This must be a user with appropriate API permissions.
User Password	The password for the Web Services user account.
Entity ID	Optional entity ID for multi-entity Sage Intacct environments. Leave blank if the organization uses a single entity.

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.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
Resource Type	The Sage Intacct object to poll for new or updated records.
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.
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

Actions

Create AR Advance

Creates a new AR Advance.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
Payment Date	Date the advance payment was made, in the mm/dd/yyyy format.
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.
Payment Method	Payment method used for the advance.
AR Advance Items	Advance lines, must have at least 1. Check Documentation for additional tags.
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.
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.
Undeposited Account No	Undeposited funds account number. A create request must contain FINANCIALENTITY or UNDEPOSITEDACCOUNTNO when automatic summaries are enabled.
Additional XML Tags	Additional XML tags that might not be covered by the standard inputs.

Create Bill

Creates a new bill.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
Bill Transaction Date	Transaction date in MM/DD/YYYY format
Bill GL Posting Date	General ledger posting date in MM/DD/YYYY format
Vendor ID	The vendor ID.
Bill Number	A Bill Number identifier
Reference Number	A reference number for the bill
Description	A text description or memo for the record.
Term Name	Payment term, this should be a previously created term
Recommended to pay on	Payment date in MM/DD/YYYY format
Attachments ID	Id of an attachment group of one or more supporting files
Due Date	The payment due date in MM/DD/YYYY format.
Payment Priority	The priority level for processing vendor payments.
On Hold	Place this bill on hold
Currency	The ISO 4217 currency code for the transaction (e.g., USD, EUR).
Base Currency	The ISO 4217 base (functional) currency code for the company (e.g., USD).
AP Bill Items	AP bill items, must have at least 1. Each item must be wrapped in tags.	10000 <TRX_AMOUNT>100.12</TRX_AMOUNT> Line 1 of my bill Alder 12345 10000 <TRX_AMOUNT>100.12</TRX_AMOUNT> Line 2 of my bill Alder 12345

Create Contact

Creates a new contact.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
Contact Name	Contact name to create
Print Name As	Determine the format the name should be printed.
Active Status	When true, the record is active and available for use. When false, the record is inactive.
Company Name	Name of the company
Name	First, middle, and last name with prefix.
Prefix	The name prefix or title, such as Mr., Mrs., or Dr.
First Name	The given name of the contact.
Middle Name	The middle name or initial of the contact.
Last Name	The last name (surname) of the contact.
Contact Details	Address, phone, email, and other contact channel details.
Address Line 1	First line's address
Address Line 2	Second line's address
City	The city for the mailing address.
State/Province	State or province
ZIP/Postal Code	ZIP or postal code.
Country	The country for the mailing address.
Primary Email Address	The main email address for correspondence with the contact.
Secondary Email Address	An alternate email address for the contact.
Primary Phone Number	The main phone number used to reach the contact.
Secondary Phone Number	An alternate phone number for the contact.
Cellular Phone Number	The mobile phone number for the contact.
Pager Number	The pager number for the contact.
Fax Number	The fax number for sending documents to the contact.
Primary URL	The main website or homepage associated with the contact.
Secondary URL	An additional website associated with the contact.
Tax Information	Tax ID, taxable status, and tax group.
Tax ID	Tax identification number (EIN/SSN)
Taxable	When true, the item is subject to taxation. When false, the item is tax-exempt.
Contact Tax Group Name	Name of the tax group

Create Customer

Creates a customer and specifies a display contact and a contact list (provided via customer contacts).

Input	Comments	Default
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.
Customer Name	The display name of the customer in Sage Intacct.
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.
Active Status	When true, the record is active and available for use. When false, the record is inactive.
Company Name	Name of the company
Print Name As	Determine the format the name should be printed.
Name	First, middle, and last name with prefix.
Prefix	The name prefix or title, such as Mr., Mrs., or Dr.
First Name	The given name of the contact.
Middle Name	The middle name or initial of the contact.
Last Name	The last name (surname) of the contact.
Contact Details	Address, phone, email, and other contact channel details.
Address Line 1	First line's address
Address Line 2	Second line's address
City	The city for the mailing address.
State/Province	State or province
ZIP/Postal Code	ZIP or postal code.
Country	The country for the mailing address.
ISO Country Code	ISO country code. When ISO country codes are enabled in a company, both COUNTRY and ISOCOUNTRYCODE must be provided.
Primary Email Address	The main email address for correspondence with the contact.
Secondary Email Address	An alternate email address for the contact.
Primary Phone Number	The main phone number used to reach the contact.
Secondary Phone Number	An alternate phone number for the contact.
Cellular Phone Number	The mobile phone number for the contact.
Pager Number	The pager number for the contact.
Fax Number	The fax number for sending documents to the contact.
Primary URL	The main website or homepage associated with the contact.
Secondary URL	An additional website associated with the contact.
Excluded From Contact List	When true, this contact will be excluded from contact lists and searches. When false, the contact appears in all lists.
Customer Type ID	Identifier for the type of customer
Sales Rep Employee ID	Employee ID of the sales representative
Parent Customer ID	Identifier of the parent customer
GL Accounts	GL group, offset AR GL account, and default revenue GL account numbers.
GL Group Name	Name of the GL group
Offset AR GL Account No	Offset AR GL account number
Default Revenue GL Account No	Default AR GL account number
Territory ID	Identifier for the territory
Attachments ID	Id of an attachment group of one or more supporting files
Billing and Delivery Preferences	Payment term, delivery method, default invoice message, and shipping method.
Payment Term	A previously created payment term
Delivery Method	Delivery method. Use either Print, E-Mail, or Print#~#E-Mail for both. If using E-Mail, the customer contact must have a valid e-mail address.
Default Invoice Message	Default message for invoices
Shipping Method	The method used for shipping goods, such as FedEx Ground or UPS.
Resale Number	Resale certificate number for tax-exempt purchases
Tax Information	Tax ID, taxable status, and tax group.
Tax ID	Tax identification number (EIN/SSN)
Taxable	When true, the item is subject to taxation. When false, the item is tax-exempt.
Contact Tax Group Name	Name of the tax group
Credit Limit	The maximum outstanding balance allowed before transactions are blocked.
On Hold	When true, the account is placed on hold and transactions are suspended. When false, the account operates normally.
Comments	Additional comments
Default Currency	The ISO 4217 currency code used as the default for transactions (e.g., USD, EUR).
Print Options	Document template assignments for invoices, quotes, orders, and adjustments.
AR Invoice Template Name	Template name for AR invoices
OE Quote Template Name	Template name for OE quotes
OE Order Template Name	Template name for OE orders
OE List Template Name	Template name for OE lists
OE Invoice Template Name	Template name for OE invoices
OE Adjustment Template Name	Template name for OE adjustments
OE Other Template Name	Template name for other OE documents
Contact Roles	Primary, bill-to, and ship-to contact assignments.
Primary Contact Name	Primary contact. If blank system will use DISPLAYCONTACT.
Bill To Contact Name	Bill to contact. If blank system will use DISPLAYCONTACT.
Ship To Contact Name	Ship to contact. If blank system will use DISPLAYCONTACT.
Restriction Type	Type of restriction
Restricted Location	Restricted location ID. Use if OBJECTRESTRICTION is Restricted
Restricted Department	Restricted department IDs. Use if OBJECTRESTRICTION is Restricted
Custom Fields	Custom field names and values as defined for this object

Create Invoice

Creates an invoice.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
Invoice Line Items	Invoice lines, must have at least 1. Each item must be wrapped in tags.	10016 345.43 oriongroup D200 C12 10016 345.43 oriongroup D200 C12
Customer ID	The customer ID to create the invoice for.
Date Created	Invoice date creation date
GL Date Posted	Invoice General Ledger posted date
Due Date	The due date of the invoice.
Term Name	Payment term, this should be a previously created term
Record No	A Summary RECORDNO for the invoice.
Invoice Number	The unique invoice number used to identify the invoice.
Reference Number	A reference number for the invoice
Description	The description of the invoice.
External ID	An external ID for the invoice
Bill To Contact Name	The name of the contact to bill to. This should be an existing contact in Intacct.
Ship To Contact Name	The name of the contact to ship to. This should be an existing contact in Intacct.
Currency and Exchange Rate	Base currency, transaction currency, and exchange rate details.
Base Currency	The ISO 4217 base (functional) currency code for the company (e.g., USD).
Currency	The currency of the invoice.
Exchange Rate Date	Exchange rate date for the invoice
Exchange Rate Type	Exchange rate type for the invoice
No GL	Do not post to GL. Use false for No, true for Yes.
Attachments ID	Id of an attachment group of one or more supporting files
Custom Fields	Custom field names and values as defined for this object

Create Project

Creates a new project.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
Project Name	The display name used to identify the project. for the to-be-created object.
Project Category	The category classification for the project, such as Contract or Internal. for the to-be-created object.
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.
Project Description	A detailed description of the project scope or purpose. for the to-be-created object.
Parent Project ID	The ID of the parent project for hierarchical project relationships. for the to-be-created object.
Invoice with Parent	Use false for No, true for Yes. (Default: false)	false
Project Type	The type classification for the project. for the to-be-created object.
Project Status	The current status of the project, such as In Progress or Completed. for the to-be-created object.
Status	Use false for Inactive, true for Active. (Default: true)	true
Additional Fields	Additional fields that are not covered by the standard inputs.

Create Vendor

Creates a new vendor.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
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 Name	The display name of the vendor in Sage Intacct.
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.
Active Status	When true, the record is active and available for use. When false, the record is inactive.
Company Name	Name of the company
Print Name As	Determine the format the name should be printed.
Name	First, middle, and last name with prefix.
Prefix	The name prefix or title, such as Mr., Mrs., or Dr.
First Name	The given name of the contact.
Middle Name	The middle name or initial of the contact.
Last Name	The last name (surname) of the contact.
Contact Details	Address, phone, email, and other contact channel details.
Address Line 1	First line's address
Address Line 2	Second line's address
City	The city for the mailing address.
State/Province	State or province
ZIP/Postal Code	ZIP or postal code.
Country	The country for the mailing address.
ISO Country Code	ISO country code. When ISO country codes are enabled in a company, both COUNTRY and ISOCOUNTRYCODE must be provided.
Primary Email Address	The main email address for correspondence with the contact.
Secondary Email Address	An alternate email address for the contact.
Primary Phone Number	The main phone number used to reach the contact.
Secondary Phone Number	An alternate phone number for the contact.
Cellular Phone Number	The mobile phone number for the contact.
Pager Number	The pager number for the contact.
Fax Number	The fax number for sending documents to the contact.
Primary URL	The main website or homepage associated with the contact.
Secondary URL	An additional website associated with the contact.
Excluded From Contact List	When true, this contact will be excluded from contact lists and searches. When false, the contact appears in all lists.
Vendor Type ID	The identifier for the vendor type classification.
Parent Vendor ID	The ID of the parent vendor for hierarchical relationships.
GL Accounts	GL group, default expense GL account, and offset GL account numbers.
GL Group Name	Name of the GL group
Default Expense GL Account No	The default GL account number used for expense transactions.
Offset GL Account No	The GL account number used for offset entries.
Tax Information	Tax ID, taxable status, and tax group.
Tax ID	Tax identification number (EIN/SSN)
Taxable	When true, the item is subject to taxation. When false, the item is tax-exempt.
Contact Tax Group Name	Name of the tax group
Form 1099	Form 1099 tax reporting details.
Form 1099 Name	The name printed on the 1099 form for tax reporting.
Form 1099 Type	The 1099 form type, such as MISC or NEC.
Form 1099 Box	The box number on the 1099 form for categorizing income.
Attachments ID	Id of an attachment group of one or more supporting files
Credit Limit	The maximum outstanding balance allowed before transactions are blocked.
On Hold	When true, the account is placed on hold and transactions are suspended. When false, the account operates normally.
Payment Settings	Payment method, terms, and notification preferences.
Do Not Pay	When true, the vendor is flagged as do-not-pay and payment processing is blocked.
Preferred Payment Method	The vendor's preferred payment method, such as Check, EFT, or Credit Card.
Payment Term	A previously created payment term
Send Automatic Payment Notification	When true, the vendor receives an automatic email notification when a payment is made.
Merge Payment Requests	When true, multiple payment requests for this vendor are combined into a single payment.
Vendor Billing Type	The billing type assigned to the vendor, such as Standard or Retainer.
Payment Priority	The priority level for processing vendor payments.
Term Discount Displayed On Check Stub	When true, the payment term discount amount is printed on the check stub.
Comments	Additional comments
Default Currency	The ISO 4217 currency code used as the default for transactions (e.g., USD, EUR).
Contact Roles	Primary, pay-to, and return-to contact assignments.
Primary Contact Name	Primary contact. If blank system will use DISPLAYCONTACT.
Pay To Contact Name	The name of the contact designated to receive payments.
Return To Contact Name	The name of the contact for handling purchase returns.
ACH Banking	ACH bank account and routing details.
ACH Enabled	When true, ACH electronic payments are enabled for this vendor.
ACH Bank Routing No	The 9-digit ABA routing number for the vendor's bank.
ACH Bank Account No	The bank account number for ACH payments to the vendor.
ACH Bank Account Type	The bank account type, such as Checking or Savings.
ACH Bank Account Class	The bank account class, such as Business or Personal.
Vendor Account No	The account number assigned by the vendor for reference on payments.
Location Assigned Account No Displayed On Check Stub	When true, the location-specific vendor account number is printed on the check stub.
Restriction Type	Type of restriction
Restricted Location	Restricted location ID. Use if OBJECTRESTRICTION is Restricted
Restricted Department	Restricted department IDs. Use if OBJECTRESTRICTION is Restricted
Custom Fields	Custom field names and values as defined for this object

Delete Object

Deletes different objects in Sage Intacct.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
Object	Type of object to delete
Keys	A key or comma-separated list (123,456) of keys (RECORDNO's) to delete

Get AP Payment

Retrieves a single AP Payment.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
Field	Field to retrieve, use * for all fields
Record No	The unique record number identifier

Get AR Adjustment

Retrieves a single AR Adjustment.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
Field	Field to retrieve, use * for all fields
Record No	The unique record number identifier

Get AR Adjustment Line

Retrieves a single AR Adjustment Line.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
Field	Field to retrieve, use * for all fields
Record No	The unique record number identifier

Get AR Advance

Retrieves a single AR Advance.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
Field	Field to retrieve, use * for all fields
Record No	The unique record number identifier

Get AR Payment

Retrieves a single AR Payment.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
Field	Field to retrieve, use * for all fields
Record No	The unique record number identifier

Get Bill

Retrieves a single bill.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
Field	Field to retrieve, use * for all fields
Record No	The unique record number identifier

Get Contact

Retrieves a single contact.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
Field	Field to retrieve, use * for all fields
Record No	The unique record number identifier

Get Customer

Retrieves a single customer.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
Field	Field to retrieve, use * for all fields
Record No	The unique record number identifier

Get Invoice

Retrieves a single invoice.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
Field	Field to retrieve, use * for all fields
Record No	The unique record number identifier

Get Project

Retrieves a project by record number.

Input	Comments	Default
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.

Get Vendor

Retrieves a single vendor.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
Field	Field to retrieve, use * for all fields
Record No	The unique record number identifier

Query and List Records

Lists specified criteria based on a query.

Input	Comments	Default
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.
Query	Query filter expression to filter the records

Raw Request

Sends a raw HTTP request to Sage Intacct.

Input	Comments	Default
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.	RECORDNO CONTACTNAME
Header	A list of headers to send with the request. Note: Sage Intacct API is XML based. Content-Type: 'application/xml' header is already added.
Response Type	The type of data format expected in the response. Select 'JSON' for JSON format or 'XML' for raw XML text.	json
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
Timeout	The maximum time that a client will await a response to its request
Retry Delay (ms)	The delay in milliseconds between retries. This is used when 'Use Exponential Backoff' is disabled.	0
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
Max Retry Count	The maximum number of retries to attempt. Specify 0 for no retries.	0
Use Exponential Backoff	Specifies whether to use a pre-defined exponential backoff strategy for retries. When enabled, 'Retry Delay (ms)' is ignored.	false

Update AR Adjustment

Updates an existing AR Adjustment.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
Record Number	AR Adjustment RECORDNO of bill to update.
Customer ID	AR Adjustment CUSTOMERID to update.
Date Created	AR Adjustment DATECREATED to update.
GL Date Posted	AR Adjustment DATEPOSTED to update.
Description	AR Adjustment DESCRIPTION to update.
Currency	AR Adjustment CURRENCY to update.
Exchange Rate Type	AR Adjustment EXCHRATETYPE to update.
Adjustment Number	AR Adjustment ADJUSTMENTNO to update.
Invoice Number	AR Adjustment INVOICENO to update.
AR Adjustment Line Items	AR Adjustment LINEITEMS to update. Each item must be wrapped in or tags.
Action	Action. Use Draft or Submit. (Default: Submit)
Additional XML Tags	Additional XML tags that might not be covered by the standard inputs.

Update AR Advance

Updates an existing AR Advance.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
Record No	AR Advance RECORDNO to update.
AR Advance Items	AR Advance ARADVANCEITEMS to update. Note: 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.
Payment Date	AR Advance PAYMENTDATE to update.
Receipt Date	AR Advance RECEIPTDATE to update.
Payment Method	AR Advance PAYMENTMETHOD to update.
Financial Entity	AR Advance FINANCIALENTITY to update.
Undeposited Account No	AR Advance UNDEPOSITEDACCOUNTNO to update.
Additional XML Tags	Additional XML tags that might not be covered by the standard inputs.

Update Contact

Updates an existing contact.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
Contact Name	Full name of the contact
Print Name As	Determine the format the name should be printed.
Active Status	When true, the record is active and available for use. When false, the record is inactive.
Company Name	Name of the company
Name	First, middle, and last name with prefix.
Prefix	The name prefix or title, such as Mr., Mrs., or Dr.
First Name	The given name of the contact.
Middle Name	The middle name or initial of the contact.
Last Name	The last name (surname) of the contact.
Contact Details	Address, phone, email, and other contact channel details.
Address Line 1	First line's address
Address Line 2	Second line's address
City	The city for the mailing address.
State/Province	State or province
ZIP/Postal Code	ZIP or postal code.
Country	The country for the mailing address.
Primary Email Address	The main email address for correspondence with the contact.
Secondary Email Address	An alternate email address for the contact.
Primary Phone Number	The main phone number used to reach the contact.
Secondary Phone Number	An alternate phone number for the contact.
Cellular Phone Number	The mobile phone number for the contact.
Pager Number	The pager number for the contact.
Fax Number	The fax number for sending documents to the contact.
Primary URL	The main website or homepage associated with the contact.
Secondary URL	An additional website associated with the contact.
Tax Information	Tax ID, taxable status, and tax group.
Tax ID	Tax identification number (EIN/SSN)
Taxable	When true, the item is subject to taxation. When false, the item is tax-exempt.
Contact Tax Group Name	Name of the tax group

Update Customer

Updates an existing customer in Intacct. The customer is identified by the customer ID.

Input	Comments	Default
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.
Customer Name	The display name of the customer in Sage Intacct.
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.
Active Status	When true, the record is active and available for use. When false, the record is inactive.
Company Name	Name of the company
Print Name As	Determine the format the name should be printed.
Name	First, middle, and last name with prefix.
Prefix	The name prefix or title, such as Mr., Mrs., or Dr.
First Name	The given name of the contact.
Middle Name	The middle name or initial of the contact.
Last Name	The last name (surname) of the contact.
Contact Details	Address, phone, email, and other contact channel details.
Address Line 1	First line's address
Address Line 2	Second line's address
City	The city for the mailing address.
State/Province	State or province
ZIP/Postal Code	ZIP or postal code.
Country	The country for the mailing address.
ISO Country Code	ISO country code. When ISO country codes are enabled in a company, both COUNTRY and ISOCOUNTRYCODE must be provided.
Primary Email Address	The main email address for correspondence with the contact.
Secondary Email Address	An alternate email address for the contact.
Primary Phone Number	The main phone number used to reach the contact.
Secondary Phone Number	An alternate phone number for the contact.
Cellular Phone Number	The mobile phone number for the contact.
Pager Number	The pager number for the contact.
Fax Number	The fax number for sending documents to the contact.
Primary URL	The main website or homepage associated with the contact.
Secondary URL	An additional website associated with the contact.
Excluded From Contact List	When true, this contact will be excluded from contact lists and searches. When false, the contact appears in all lists.
Customer Type ID	Identifier for the type of customer
Sales Rep Employee ID	Employee ID of the sales representative
Parent Customer ID	Identifier of the parent customer
GL Accounts	GL group, offset AR GL account, and default revenue GL account numbers.
GL Group Name	Name of the GL group
Offset AR GL Account No	Offset AR GL account number
Default Revenue GL Account No	Default AR GL account number
Territory ID	Identifier for the territory
Attachments ID	Id of an attachment group of one or more supporting files
Billing and Delivery Preferences	Payment term, delivery method, default invoice message, and shipping method.
Payment Term	A previously created payment term
Delivery Method	Delivery method. Use either Print, E-Mail, or Print#~#E-Mail for both. If using E-Mail, the customer contact must have a valid e-mail address.
Default Invoice Message	Default message for invoices
Shipping Method	The method used for shipping goods, such as FedEx Ground or UPS.
Resale Number	Resale certificate number for tax-exempt purchases
Tax Information	Tax ID, taxable status, and tax group.
Tax ID	Tax identification number (EIN/SSN)
Taxable	When true, the item is subject to taxation. When false, the item is tax-exempt.
Contact Tax Group Name	Name of the tax group
Credit Limit	The maximum outstanding balance allowed before transactions are blocked.
On Hold	When true, the account is placed on hold and transactions are suspended. When false, the account operates normally.
Comments	Additional comments
Default Currency	The ISO 4217 currency code used as the default for transactions (e.g., USD, EUR).
Print Options	Document template assignments for invoices, quotes, orders, and adjustments.
AR Invoice Template Name	Template name for AR invoices
OE Quote Template Name	Template name for OE quotes
OE Order Template Name	Template name for OE orders
OE List Template Name	Template name for OE lists
OE Invoice Template Name	Template name for OE invoices
OE Adjustment Template Name	Template name for OE adjustments
OE Other Template Name	Template name for other OE documents
Contact Roles	Primary, bill-to, and ship-to contact assignments.
Primary Contact Name	Primary contact. If blank system will use DISPLAYCONTACT.
Bill To Contact Name	Bill to contact. If blank system will use DISPLAYCONTACT.
Ship To Contact Name	Ship to contact. If blank system will use DISPLAYCONTACT.
Restriction Type	Type of restriction
Restricted Location	Restricted location ID. Use if OBJECTRESTRICTION is Restricted
Restricted Department	Restricted department IDs. Use if OBJECTRESTRICTION is Restricted
Custom Fields	Custom field names and values as defined for this object

Update Invoice

Updates an invoice.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
Record Number	Invoice RECORDNO to update
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.
Date Created	Invoice date creation date
GL Date Posted	Invoice General Ledger posted date
Date Due	Due date. Required if not using termname.
Term Name	Payment term, this should be a previously created term
Invoice Number	The unique invoice number used to identify the invoice.
Reference Number	A reference number for the invoice
Description	The description of the invoice.
Contact Name	Full name of the contact
Currency and Exchange Rate	Base currency, transaction currency, and exchange rate details.
Base Currency	The ISO 4217 base (functional) currency code for the company (e.g., USD).
Currency	The ISO 4217 currency code for the transaction (e.g., USD, EUR).
Exchange Rate Date	Exchange rate date for the invoice
Exchange Rate Type	The exchange rate type. Do not use if exchrate is set.
Exchange Rate	Exchange rate for the invoice. Do not use if Exchange Rate Type is used.
Attachments ID	Id of an attachment group of one or more supporting files
Custom Fields	Custom field names and values as defined for this object
Invoice Line Items	To update an existing line use otherwise to create a new line item use instead.You can mix types in the array.	10016 345.43 oriongroup D200 C12 10016 345.43 oriongroup D200 C12

Update Project

Updates an existing project.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
Project ID	Project ID to update.
Project Name	The display name used to identify the project. for the to-be-updated object.
Project Category	The category classification for the project, such as Contract or Internal. for the to-be-updated object.
Project Description	A detailed description of the project scope or purpose. for the to-be-updated object.
Parent Project ID	The ID of the parent project for hierarchical project relationships. for the to-be-updated object.
Invoice with Parent	Boolean update field for setting true, false, or empty values.
Project Type	The type classification for the project. for the to-be-updated object.
Project Status	The current status of the project, such as In Progress or Completed. for the to-be-updated object.
Status	Boolean update field for setting true, false, or empty values.
Additional Fields	Additional fields that are not covered by the standard inputs.

Update Vendor

Updates an existing vendor.

Input	Comments	Default
Connection	The Sage Intacct connection to use.
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 Name	The display name of the vendor in Sage Intacct.
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.
Active Status	When true, the record is active and available for use. When false, the record is inactive.
Company Name	Name of the company
Print Name As	Determine the format the name should be printed.
Name	First, middle, and last name with prefix.
Prefix	The name prefix or title, such as Mr., Mrs., or Dr.
First Name	The given name of the contact.
Middle Name	The middle name or initial of the contact.
Last Name	The last name (surname) of the contact.
Contact Details	Address, phone, email, and other contact channel details.
Address Line 1	First line's address
Address Line 2	Second line's address
City	The city for the mailing address.
State/Province	State or province
ZIP/Postal Code	ZIP or postal code.
Country	The country for the mailing address.
ISO Country Code	ISO country code. When ISO country codes are enabled in a company, both COUNTRY and ISOCOUNTRYCODE must be provided.
Primary Email Address	The main email address for correspondence with the contact.
Secondary Email Address	An alternate email address for the contact.
Primary Phone Number	The main phone number used to reach the contact.
Secondary Phone Number	An alternate phone number for the contact.
Cellular Phone Number	The mobile phone number for the contact.
Pager Number	The pager number for the contact.
Fax Number	The fax number for sending documents to the contact.
Primary URL	The main website or homepage associated with the contact.
Secondary URL	An additional website associated with the contact.
Excluded From Contact List	When true, this contact will be excluded from contact lists and searches. When false, the contact appears in all lists.
Vendor Type ID	The identifier for the vendor type classification.
Parent Vendor ID	The ID of the parent vendor for hierarchical relationships.
GL Accounts	GL group, default expense GL account, and offset GL account numbers.
GL Group Name	Name of the GL group
Default Expense GL Account No	The default GL account number used for expense transactions.
Offset GL Account No	The GL account number used for offset entries.
Tax Information	Tax ID, taxable status, and tax group.
Tax ID	Tax identification number (EIN/SSN)
Taxable	When true, the item is subject to taxation. When false, the item is tax-exempt.
Contact Tax Group Name	Name of the tax group
Form 1099	Form 1099 tax reporting details.
Form 1099 Name	The name printed on the 1099 form for tax reporting.
Form 1099 Type	The 1099 form type, such as MISC or NEC.
Form 1099 Box	The box number on the 1099 form for categorizing income.
Attachments ID	Id of an attachment group of one or more supporting files
Credit Limit	The maximum outstanding balance allowed before transactions are blocked.
On Hold	When true, the account is placed on hold and transactions are suspended. When false, the account operates normally.
Payment Settings	Payment method, terms, and notification preferences.
Do Not Pay	When true, the vendor is flagged as do-not-pay and payment processing is blocked.
Preferred Payment Method	The vendor's preferred payment method, such as Check, EFT, or Credit Card.
Payment Term	A previously created payment term
Send Automatic Payment Notification	When true, the vendor receives an automatic email notification when a payment is made.
Merge Payment Requests	When true, multiple payment requests for this vendor are combined into a single payment.
Vendor Billing Type	The billing type assigned to the vendor, such as Standard or Retainer.
Payment Priority	The priority level for processing vendor payments.
Term Discount Displayed On Check Stub	When true, the payment term discount amount is printed on the check stub.
Comments	Additional comments
Default Currency	The ISO 4217 currency code used as the default for transactions (e.g., USD, EUR).
Contact Roles	Primary, pay-to, and return-to contact assignments.
Primary Contact Name	Primary contact. If blank system will use DISPLAYCONTACT.
Pay To Contact Name	The name of the contact designated to receive payments.
Return To Contact Name	The name of the contact for handling purchase returns.
ACH Banking	ACH bank account and routing details.
ACH Enabled	When true, ACH electronic payments are enabled for this vendor.
ACH Bank Routing No	The 9-digit ABA routing number for the vendor's bank.
ACH Bank Account No	The bank account number for ACH payments to the vendor.
ACH Bank Account Type	The bank account type, such as Checking or Savings.
ACH Bank Account Class	The bank account class, such as Business or Personal.
Vendor Account No	The account number assigned by the vendor for reference on payments.
Location Assigned Account No Displayed On Check Stub	When true, the location-specific vendor account number is printed on the check stub.
Restriction Type	Type of restriction
Restricted Location	Restricted location ID. Use if OBJECTRESTRICTION is Restricted
Restricted Department	Restricted department IDs. Use if OBJECTRESTRICTION is Restricted
Custom Fields	Custom field names and values as defined for this object