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Sage Intacct Connector

Updated
  • Updated on Mar 25, 2026
  • Published on Feb 19, 2026
  • 26 minute(s) read
  • SG
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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 you to create, update, and query financial data including invoices, payments, vendors, and customers.

API Documentation

This component was built using the Sage Intacct API.

Connections

Sage Intacct Connection

Web Service Authentication

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 your 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 Your Sage Intacct Company ID. This is your 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 your organization uses a single entity.

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

Create 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 Description of the bill
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 Due date
Payment Priority
On Hold Place this bill on hold
Currency Transaction currency code
Base Currency Base currency code
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.
Address Line 1 First line's address
Address Line 2 Second line's address
Cellular Phone Number Cellular phone number
City City name.
Company Name Name of the company
Contact Tax Group Name Name of the tax group
Country Country name.
Fax Number Fax number
First Name First name
Last Name Last name
Middle Name Middle name
Pager Number Pager number
Prefix Prefix for the name
Primary Email Address Primary email address
Primary Phone Number Primary phone number
Primary URL Primary URL
Secondary Email Address Secondary email address
Secondary Phone Number Secondary phone number
Secondary URL Secondary URL
State/Province State or province
Tax ID Tax identification number (EIN/SSN)
Taxable When true, the item is subject to taxation. When false, the item is tax-exempt.
ZIP/Postal Code ZIP or postal code.

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 Customer name
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.
Last Name Last name
First Name First name
Middle Name Middle name
Prefix Prefix for the name
Company Name Name of the company
Print Name As Determine the format the name should be printed.
Primary Phone Number Primary phone number
Secondary Phone Number Secondary phone number
Cellular Phone Number Cellular phone number
Pager Number Pager number
Fax Number Fax number
Primary Email Address Primary email address
Secondary Email Address Secondary email address
Primary URL Primary URL
Secondary URL Secondary URL
Address Line 1 First line's address
Address Line 2 Second line's address
City City name.
State/Province State or province
ZIP/Postal Code ZIP or postal code.
Country Country name.
ISO Country Code ISO country code. When ISO country codes are enabled in a company, both COUNTRY and ISOCOUNTRYCODE must be provided.
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 Group Name Name of the GL group
Territory ID Identifier for the territory
Attachments ID Id of an attachment group of one or more supporting files
Payment Term A previously created payment term
Offset AR GL Account No Offset AR GL account number
Default Revenue GL Account No Default AR GL account number
Shipping Method Shipping method
Resale Number Resale certificate number for tax-exempt purchases
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
Tax ID Tax identification number (EIN/SSN)
Credit Limit Credit limit amount
On Hold When true, the account is placed on hold and transactions are suspended. When false, the account operates normally.
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
Comments Additional comments
Default Currency Default currency code
Print Option AR Invoice Template Name Template name for AR invoices
Print Option OE Quote Template Name Template name for OE quotes
Print Option OE Order Template Name Template name for OE orders
Print Option OE List Template Name Template name for OE lists
Print Option OE Invoice Template Name Template name for OE invoices
Print Option OE Adjustment Template Name Template name for OE adjustments
Print Option OE Other Template Name Template name for other OE documents
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 Invoice number
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.
Base Currency Base currency code
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 Project name for the to-be-created object.
Project Category Project category 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 Project description for the to-be-created object.
Parent Project ID Parent project ID for the to-be-created object.
Invoice with Parent Use false for No, true for Yes. (Default: false) false
Project Type Project type for the to-be-created object.
Project Status Project status 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
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.
Last Name Last name
First Name First name
Middle Name Middle name
Prefix Prefix for the name
Company Name Name of the company
Print Name As Determine the format the name should be printed.
Primary Phone Number Primary phone number
Secondary Phone Number Secondary phone number
Cellular Phone Number Cellular phone number
Pager Number Pager number
Fax Number Fax number
Primary Email Address Primary email address
Secondary Email Address Secondary email address
Primary URL Primary URL
Secondary URL Secondary URL
Address Line 1 First line's address
Address Line 2 Second line's address
City City name.
State/Province State or province
ZIP/Postal Code ZIP or postal code.
Country Country name.
ISO Country Code ISO country code. When ISO country codes are enabled in a company, both COUNTRY and ISOCOUNTRYCODE must be provided.
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
Parent Vendor ID
GL Group Name Name of the GL group
Tax ID Tax identification number (EIN/SSN)
Form 1099 Name
Form 1099 Type
Form 1099 Box
Attachments ID Id of an attachment group of one or more supporting files
Default Expense GL Account No
Offset GL Account No
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 Credit limit amount
On Hold When true, the account is placed on hold and transactions are suspended. When false, the account operates normally.
Do Not Pay
Comments Additional comments
Default Currency Default currency code
Primary Contact Name Primary contact. If blank system will use DISPLAYCONTACT.
Pay To Contact Name
Return To Contact Name
Preferred Payment Method
Send Automatic Payment Notification
Merge Payment Requests
Vendor Billing Type
Payment Priority
Payment Term A previously created payment term
Term Discount Displayed On Check Stub
ACH Enabled
ACH Bank Routing No
ACH Bank Account No
ACH Bank Account Type
ACH Bank Account Class
Vendor Account No
Location Assigned Account No Displayed On 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

Retrieve 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

Retrieve 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

Retrieve 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

Retrieve 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

Retrieve 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

Retrieve 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

Retrieve 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

Retrieve 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

Retrieve 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

Retrieve 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

Retrieve 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

Send 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, you can check 'Query and List Contacts' function at https://developer.intacct.com/api/company-console/contacts/. Follow this same pattern for any other API function that you want to execute. Authentication is already handled by the action.
CONTACT
Header A list of headers to send with the request. Sage Intacct API is XML based. Content-Type: 'application/xml' header is already added.
Response Type The type of data you expect in the response. You can request json or xml data. 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

Update 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

Update 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

Update 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.
Address Line 1 First line's address
Address Line 2 Second line's address
Cellular Phone Number Cellular phone number
City City name.
Company Name Name of the company
Contact Tax Group Name Name of the tax group
Country Country name.
Fax Number Fax number
First Name First name
Last Name Last name
Middle Name Middle name
Pager Number Pager number
Prefix Prefix for the name
Primary Email Address Primary email address
Primary Phone Number Primary phone number
Primary URL Primary URL
Secondary Email Address Secondary email address
Secondary Phone Number Secondary phone number
Secondary URL Secondary URL
State/Province State or province
Tax ID Tax identification number (EIN/SSN)
Taxable When true, the item is subject to taxation. When false, the item is tax-exempt.
ZIP/Postal Code ZIP or postal code.

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 Customer name
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.
Last Name Last name
First Name First name
Middle Name Middle name
Prefix Prefix for the name
Company Name Name of the company
Print Name As Determine the format the name should be printed.
Primary Phone Number Primary phone number
Secondary Phone Number Secondary phone number
Cellular Phone Number Cellular phone number
Pager Number Pager number
Fax Number Fax number
Primary Email Address Primary email address
Secondary Email Address Secondary email address
Primary URL Primary URL
Secondary URL Secondary URL
Address Line 1 First line's address
Address Line 2 Second line's address
City City name.
State/Province State or province
ZIP/Postal Code ZIP or postal code.
Country Country name.
ISO Country Code ISO country code. When ISO country codes are enabled in a company, both COUNTRY and ISOCOUNTRYCODE must be provided.
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 Group Name Name of the GL group
Territory ID Identifier for the territory
Attachments ID Id of an attachment group of one or more supporting files
Payment Term A previously created payment term
Offset AR GL Account No Offset AR GL account number
Default Revenue GL Account No Default AR GL account number
Shipping Method Shipping method
Resale Number Resale certificate number for tax-exempt purchases
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
Tax ID Tax identification number (EIN/SSN)
Credit Limit Credit limit amount
On Hold When true, the account is placed on hold and transactions are suspended. When false, the account operates normally.
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
Comments Additional comments
Default Currency Default currency code
Print Option AR Invoice Template Name Template name for AR invoices
Print Option OE Quote Template Name Template name for OE quotes
Print Option OE Order Template Name Template name for OE orders
Print Option OE List Template Name Template name for OE lists
Print Option OE Invoice Template Name Template name for OE invoices
Print Option OE Adjustment Template Name Template name for OE adjustments
Print Option OE Other Template Name Template name for other OE documents
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 Invoice number
Reference Number A reference number for the invoice
Description The description of the invoice.
Contact Name Full name of the contact
Base Currency Base currency code
Currency Transaction currency code
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 Project name for the to-be-updated object.
Project Category Project category for the to-be-updated object.
Project Description Project description for the to-be-updated object.
Parent Project ID Parent project ID for the to-be-updated object.
Invoice with Parent
Project Type Project type for the to-be-updated object.
Project Status Project status for the to-be-updated object.
Status
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
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.
Last Name Last name
First Name First name
Middle Name Middle name
Prefix Prefix for the name
Company Name Name of the company
Print Name As Determine the format the name should be printed.
Primary Phone Number Primary phone number
Secondary Phone Number Secondary phone number
Cellular Phone Number Cellular phone number
Pager Number Pager number
Fax Number Fax number
Primary Email Address Primary email address
Secondary Email Address Secondary email address
Primary URL Primary URL
Secondary URL Secondary URL
Address Line 1 First line's address
Address Line 2 Second line's address
City City name.
State/Province State or province
ZIP/Postal Code ZIP or postal code.
Country Country name.
ISO Country Code ISO country code. When ISO country codes are enabled in a company, both COUNTRY and ISOCOUNTRYCODE must be provided.
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
Parent Vendor ID
GL Group Name Name of the GL group
Tax ID Tax identification number (EIN/SSN)
Form 1099 Name
Form 1099 Type
Form 1099 Box
Attachments ID Id of an attachment group of one or more supporting files
Default Expense GL Account No
Offset GL Account No
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 Credit limit amount
On Hold When true, the account is placed on hold and transactions are suspended. When false, the account operates normally.
Do Not Pay
Comments Additional comments
Default Currency Default currency code
Primary Contact Name Primary contact. If blank system will use DISPLAYCONTACT.
Pay To Contact Name
Return To Contact Name
Preferred Payment Method
Send Automatic Payment Notification
Merge Payment Requests
Vendor Billing Type
Payment Priority
Payment Term A previously created payment term
Term Discount Displayed On Check Stub
ACH Enabled
ACH Bank Routing No
ACH Bank Account No
ACH Bank Account Type
ACH Bank Account Class
Vendor Account No
Location Assigned Account No Displayed On 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
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