Sage Intacct
Keep Sage Intacct in step with your orders, invoices and payments without re-keying, with the right person approving what changes.
62 ways to read, 24 ways to write, each write switched on by you.
Quality checks
Built and tested with example responses.
- Ready to connect: doneEvery listed action is built in.
- Built and tested with example responses: doneEach action is built from the provider’s published API and tested against example responses, errors, rate limits and paging.
Connected, approved, proven.
The things teams do most with Sage Intacct, an example flow with a person in the loop, and what Nexra keeps as proof.
Top actions
- Create AP billApproval by rule
- Create classApproval by rule
- Get reporting periodRead
Example flow
- Sage Intacct · Get reporting periodDone
- Sage Intacct · Create AP billNeeds approval
- Nexra · Record the decision and result in the evidence chainProven
Example workflow. Routine runs go through on their own. Only a change your rules flag, such as one over a limit you set, waits for the right person, who sees the exact change and the rule before it reaches Sage Intacct.
What gets logged
- Whether it ran on its own or who approved it, and under which rule
- A fingerprint of the exact request sent to Sage Intacct
- Sage Intacct's reply: what it created or changed
- One entry in the evidence chain, linked to the one before
Try this in the sandbox
Run the whole flow with test data in your sandbox, then connect your own account when you are ready to go live.
For developers
Technical detail
Read, search and write Sage Intacct customers, vendors, contacts, draft invoices, bills and journal entries, GL accounts, dimensions and items; read payments, lines, banking and setup.
Sage API docs- Source actions
- 62
- Destination actions
- 24
- Data types
- 30
What you can map
Reads are always available. Writes are off until you switch them on for a connection, and governed writes follow your policies.
Ap adjustments2
- Get AP adjustmentSource
One AP adjustment by record key with all fields, including lines where applicable.
- List AP adjustments (read only)SourceIncremental
AP adjustments (read only) through the query service, ordered by key, optionally modified since a timestamp.
Ap payments2
- Get AP paymentSource
One AP payment by record key with all fields, including lines where applicable.
- List AP payments (read only)SourceIncremental
AP payments (read only) through the query service, ordered by key, optionally modified since a timestamp.
Ap terms2
- Get AP payment termSource
One AP payment term by record key with all fields, including lines where applicable.
- List AP payment termsSourceIncremental
AP payment terms through the query service, ordered by key, optionally modified since a timestamp.
Ar adjustments2
- Get AR adjustmentSource
One AR adjustment by record key with all fields, including lines where applicable.
- List AR adjustments (credit and debit memos, read only)SourceIncremental
AR adjustments (credit and debit memos, read only) through the query service, ordered by key, optionally modified since a timestamp.
Ar payments2
- Get AR paymentSource
One AR payment by record key with all fields, including lines where applicable.
- List AR payments (read only)SourceIncremental
AR payments (read only) through the query service, ordered by key, optionally modified since a timestamp.
Ar terms2
- Get AR payment termSource
One AR payment term by record key with all fields, including lines where applicable.
- List AR payment termsSourceIncremental
AR payment terms through the query service, ordered by key, optionally modified since a timestamp.
Bank transactions2
- Get bank transactionSource
One bank transaction by record key with all fields, including lines where applicable.
- List bank transactions (read only)SourceIncremental
Bank transactions (read only) through the query service, ordered by key, optionally modified since a timestamp.
Bill lines2
- Get AP bill lineSource
One AP bill line by record key with all fields, including lines where applicable.
- List AP bill linesSourceIncremental
AP bill lines through the query service, ordered by key, optionally modified since a timestamp.
Bills5
- Create AP billDestinationNot retried automaticallyApproval before production
Creates a draft, unpaid AP bill with GL lines and dimensions. Approval, posting and payment are not automated.
- Get AP billSource
One AP bill by record key with all fields, including lines where applicable.
- List AP billsSourceIncremental
AP bills through the query service, ordered by key, optionally modified since a timestamp.
- Search AP billsSource
AP bills by number, vendor, state, bill-date window, due date or modified time.
- Update AP billDestinationProvider duplicate protectionApproval before production
Updates supplied AP bill fields with PATCH. Omitted fields are unchanged.
Checking accounts2
- Get checking accountSource
One checking account by record key with all fields, including lines where applicable.
- List checking accountsSourceIncremental
Checking accounts through the query service, ordered by key, optionally modified since a timestamp.
Classes4
- Create classDestinationNot retried automaticallyApproval before production
Creates a class in Sage Intacct.
- Get classSource
One class by record key with all fields, including lines where applicable.
- List classesSourceIncremental
Classes through the query service, ordered by key, optionally modified since a timestamp.
- Update classDestinationProvider duplicate protectionApproval before production
Updates supplied class fields with PATCH. Omitted fields are unchanged.
Contacts4
- Create contactDestinationNot retried automaticallyApproval before production
Creates a contact in the company contact list.
- Get contactSource
One contact by record key with all fields, including lines where applicable.
- List contactsSource
Contacts through the query service, ordered by key.
- Update contactDestinationProvider duplicate protectionApproval before production
Updates supplied contact fields with PATCH. Omitted fields are unchanged.
Credit notes1
- List customer credit notesSourceIncremental
Customer credit memos (AR adjustments with a negative amount), optionally modified since a timestamp or within a date range.
Customers5
- Create customerDestinationNot retried automaticallyApproval before production
Creates a customer in Sage Intacct.
- Get customerSource
One customer by record key with all fields, including lines where applicable.
- List customersSourceIncremental
Customers through the query service, ordered by key, optionally modified since a timestamp.
- Search customersSource
Customers by name text, ID prefix, status, currency, hold state or created and modified time.
- Update customerDestinationProvider duplicate protectionApproval before production
Updates supplied customer fields with PATCH. Omitted fields are unchanged.
Departments4
- Create departmentDestinationNot retried automaticallyApproval before production
Creates a department in Sage Intacct.
- Get departmentSource
One department by record key with all fields, including lines where applicable.
- List departmentsSourceIncremental
Departments through the query service, ordered by key, optionally modified since a timestamp.
- Update departmentDestinationProvider duplicate protectionApproval before production
Updates supplied department fields with PATCH. Omitted fields are unchanged.
Employees2
- Get employeeSource
One employee by record key with all fields, including lines where applicable.
- List employeesSourceIncremental
Employees through the query service, ordered by key, optionally modified since a timestamp.
Entities2
- Get entitySource
One entity by record key with all fields, including lines where applicable.
- List entitiesSourceIncremental
Entities through the query service, ordered by key, optionally modified since a timestamp.
Gl accounts4
- Create GL accountDestinationNot retried automaticallyApproval before production
Creates a GL account in Sage Intacct.
- Get GL accountSource
One GL account by record key with all fields, including lines where applicable.
- List GL accountsSourceIncremental
GL accounts through the query service, ordered by key, optionally modified since a timestamp.
- Update GL accountDestinationProvider duplicate protectionApproval before production
Updates supplied GL account fields with PATCH. Omitted fields are unchanged.
Gl journals2
- Get GL journalSource
One GL journal by record key with all fields, including lines where applicable.
- List GL journalsSourceIncremental
GL journals through the query service, ordered by key, optionally modified since a timestamp.
Invoice lines2
- Get AR invoice lineSource
One AR invoice line by record key with all fields, including lines where applicable.
- List AR invoice linesSourceIncremental
AR invoice lines through the query service, ordered by key, optionally modified since a timestamp.
Invoices5
- Create AR invoiceDestinationNot retried automaticallyApproval before production
Creates a draft AR invoice with GL lines and dimensions. Posting is not automated.
- Get AR invoiceSource
One AR invoice by record key with all fields, including lines where applicable.
- List AR invoicesSourceIncremental
AR invoices through the query service, ordered by key, optionally modified since a timestamp.
- Search AR invoicesSource
AR invoices by number, customer, state, invoice-date window, due date or modified time.
- Update AR invoiceDestinationProvider duplicate protectionApproval before production
Updates supplied AR invoice fields with PATCH. Omitted fields are unchanged.
Items4
- Create itemDestinationNot retried automaticallyApproval before production
Creates a item in Sage Intacct.
- Get itemSource
One item by record key with all fields, including lines where applicable.
- List itemsSourceIncremental
Items through the query service, ordered by key, optionally modified since a timestamp.
- Update itemDestinationProvider duplicate protectionApproval before production
Updates supplied item fields with PATCH. Omitted fields are unchanged.
Journal entries4
- Create journal entryDestinationNot retried automaticallyApproval before production
Creates a draft journal entry with balanced lines. Posting is not automated.
- Get journal entrySource
One journal entry by record key with all fields, including lines where applicable.
- List journal entriesSourceIncremental
Journal entries through the query service, ordered by key, optionally modified since a timestamp.
- Update journal entryDestinationProvider duplicate protectionApproval before production
Updates supplied journal entry fields with PATCH. Omitted fields are unchanged.
Journal entry lines2
- Get journal entry lineSource
One journal entry line by record key with all fields, including lines where applicable.
- List journal entry linesSourceIncremental
Journal entry lines through the query service, ordered by key, optionally modified since a timestamp.
Locations4
- Create locationDestinationNot retried automaticallyApproval before production
Creates a location in Sage Intacct.
- Get locationSource
One location by record key with all fields, including lines where applicable.
- List locationsSourceIncremental
Locations through the query service, ordered by key, optionally modified since a timestamp.
- Update locationDestinationProvider duplicate protectionApproval before production
Updates supplied location fields with PATCH. Omitted fields are unchanged.
Projects4
- Create projectDestinationNot retried automaticallyApproval before production
Creates a project in Sage Intacct.
- Get projectSource
One project by record key with all fields, including lines where applicable.
- List projectsSourceIncremental
Projects through the query service, ordered by key, optionally modified since a timestamp.
- Update projectDestinationProvider duplicate protectionApproval before production
Updates supplied project fields with PATCH. Omitted fields are unchanged.
Records1
- Query recordsSource
Runs the query service on any Sage Intacct object with validated fields, filters and filter expression. Include key or id in the fields.
Reporting periods2
- Get reporting periodSource
One reporting period by record key with all fields, including lines where applicable.
- List reporting periodsSourceIncremental
Reporting periods through the query service, ordered by key, optionally modified since a timestamp.
Tax details2
- Get tax detailSource
One tax detail by record key with all fields, including lines where applicable.
- List tax detailsSource
Tax details through the query service, ordered by key.
Vendors5
- Create vendorDestinationNot retried automaticallyApproval before production
Creates a vendor in Sage Intacct.
- Get vendorSource
One vendor by record key with all fields, including lines where applicable.
- List vendorsSourceIncremental
Vendors through the query service, ordered by key, optionally modified since a timestamp.
- Search vendorsSource
Vendors by name text, ID prefix, status, currency, hold state or created and modified time.
- Update vendorDestinationProvider duplicate protectionApproval before production
Updates supplied vendor fields with PATCH. Omitted fields are unchanged.
Access and limits
- Authentication
- Sage Intacct OAuth 2.0 client with an offline access refresh token
- Plans and access
- Requires a Sage Intacct Web Services developer licence and REST API client registered in the Sage App Registry; the company must authorise the client. Calls act as the authorising user (or Web Services user) and follow that user's role permissions and entity access.
- Test environment
- Use a Non-production client scope against a Sage Intacct sandbox or implementation company on the same API host.
- Rate limits
- Performance tiers set a monthly transaction entitlement (100k to 2.5M) and concurrency (6 to 20); every query and every created or updated record counts as a transaction. Throttled calls return 429 or 503.
- Pagination
- Query service start and size (max 4,000; Nexra uses up to 1,000) with ia::meta.next for the next start.
- Provider events
- Sage Intacct Smart Events and platform triggers configured in the company. Flows run on demand, on a schedule, or when a scheduled check finds new or changed records.
Before you build a flow
- Uses the REST API v1 (api.intacct.com/ia/api/v1); the legacy XML Web Services gateway is not used.
- AR invoices, AP bills and journal entries are created with state draft; submitting, approving, posting, reversing and paying are not automated.
- Lists use the query service with fixed default field lists (overridable) and cannot return line arrays; use Get for lines.
- Updates use PATCH on header fields; transaction state and lines are not changed by update.
- Records are identified by the system key (numeric); create and update return key, id and href only.
- Deletes, payments, workflows and bulk composite requests are not automated.
- Read only: AR and AP payments, AR and AP adjustments, invoice, bill and journal entry lines, GL journals, payment terms, employees, checking accounts, bank transactions, tax details, entities and reporting periods.
- Excluded: creating, applying or reversing payments, payment requests and check runs, funds transfers, deposits, bank reconciliation and bank-transaction matching, submitting, approving or posting invoices, bills and journal entries, emailing and all deletes.
- Search operations map each input to one fixed field and operator; the generic records.search keeps its validated field, operator and expression checks.
- Contacts and tax details have no audit timestamps in the published model, so their lists are full reads.
- Financial report objects (stored and interactive custom reports) are not automated.
- Credit notes: customer credit memos are AR adjustments with a negative amount, read by credit_notes.list; vendor credits stay in ap_adjustments because Sage does not document which sign marks an AP credit memo.
- Sage Intacct has no idempotency key; uncertain creates are not repeated automatically.
Developer reference
- Create the Sage credentials described above with the narrowest permissions your flows need.
- In Nexra, open Connect, then Connections, then New connection, choose Sage Intacct, enter its settings and credentials, and tick only the write actions you need. Connection guide
- Test the connection, then use its actions as flow sources and destinations. Flow guide
Machine-readable detail: GET /api/public/connect/connectors/sage-intacct and the Connections API.