Sage Intacct

with sage intacct modules in make, you can manage the records in your sage intacct account to use the sage intacct modules, you must have a sage intacct paid account for subscription information, refer to the sage intacct page https //www sage com/en gb/sage business cloud/intacct/ and request for pricing you must have an active sage intacct web services developer license refer to the sage intacct api documentation https //developer intacct com/api/ for a list of available endpoints connect sage intacct to make to establish the connection, you must sage intacct docid\ zatectxpvg kc1qugzhhy sage intacct docid\ zatectxpvg kc1qugzhhy sage intacct docid\ zatectxpvg kc1qugzhhy obtain your company id in sage intacct to obtain your company id from your sage intacct account log in to your sage intacct account go to applications > company > company on the general information tab, under company information , copy the id value and store it in a safe place you will use this value in the company id field in make authorize through web services in sage intacct you must have an active sage intacct web services developer license refer to sage intacct documentation https //www intacct com/ia/docs/en us/help action/company/company setup/company information/security/company web services authorizations htm to learn more about the authorization process to authorize through web services contact your sage intacct account manager https //www intacct com/ia/docs/en us/help action/intacct basics/help and learning/contact your account manager htm to get a sender id and sender password once you have your credentials, log in to your sage intacct account go to applications > company > company on the security tab, click edit in the web services authorizations section, click add in the sender id field, enter the sender id that you got from your sage intacct account manager optional add a description click save you are ready to establish a connection with sage intacct in make establish the connection with sage intacct in make to establish the connection in make log in to your make account, add a sage intacct module to your {{scenario singular lowercase}} , and click create a connection note if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection in the company id field, enter the compani id copied above in the user id field, enter the user name that you use to log in to your sage intacct account in the user password field, enter the password that you use to log in to your sage intacct account in the sender id field, enter the value that you authorized through web services in the sender password field, enter the value that your sage intacct account manager gave to you click save if prompted, authenticate your account and confirm access you have successfully established the connection you can now edit your {{scenario singular lowercase}} and add more sage intacct modules if your connection requires reauthorization at any point, follow the connection renewal steps here docid\ so88fm6pkt0g adkddfzz build sage intacct {{scenario plural}} after connecting the app, you can perform the following actions trigger watch records triggers when changes occur in records connection sage intacct docid\ zatectxpvg kc1qugzhhy record type select the record type to watch timezone select the timezone that you use in your sage intacct account limit enter the maximum number of results to be worked with during one execution cycle records search records retrieves a list of records optionally filtered by criteria connection sage intacct docid\ zatectxpvg kc1qugzhhy record type select the record type to search output fields select fields that you want to appear in the output query builder select the way you want to filter results query string insert custom parameters for searching filter create filters to narrow down the search records returned order by select the option to arrange the search results case insensitive define if the filter value is case insensitive limit enter the maximum number of results to be worked with during one execution cycle create a records creates a new record connection sage intacct docid\ zatectxpvg kc1qugzhhy record type select the record type to create record details enter or map the information of the record you want to create into the fields that appear the fields are dependent upon the selected record type additional parameters add other parameters that you want to attribute to a record parameter name insert the name of the parameter type select the data type value insert the value of the parameter get a record retrieves a record by its id connection sage intacct docid\ zatectxpvg kc1qugzhhy record type select the record type to create custom object name specify the record name if you selected custom record in the record type field the field is case insensitive record number enter the number of the record you want to get record id enter the id of the record you want to get if you selected custom record in the record type field update a record updates a record by its id connection sage intacct docid\ zatectxpvg kc1qugzhhy record type select the record type to update record number enter the number of the record you want to update record id enter the id of the record you want to update if you selected custom record in the record type field record details enter or map the information of the record you want to update into the fields that appear the fields are dependent upon the selected record type additional parameters add other parameters that you want to attribute to a record parameter name insert the name of the parameter type select the data type value insert the value of the parameter delete a record deletes a record by its id connection sage intacct docid\ zatectxpvg kc1qugzhhy record type select the record type to delete record number enter the number of the record you want to delete record id enter the id of the record you want to delete if you selected custom record in the record type field other make an api call performs an arbitrary authorized api call connection sage intacct docid\ zatectxpvg kc1qugzhhy body insert a body in the xml format refer to the sage intacct api documentation https //developer intacct com/api/ for a list of available endpoints