---
title: Sage Intacct
slug: sage-intacct
image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_sage-intacct.png
docTags:
createdAt: 2025-02-03T13:28:18.713Z
---
With Sage Intacct modules in Make, you can manage the records in your Sage Intacct account.
:::hint{type="info"}
The Sage Intacct app is available on the [Make Enterprise plan](https://www.make.com/en/enterprise).
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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:
1. [Obtain your Client ID and Client Secret in Sage Intacct](docId\:XGF4sx5L-WKr7J8Rw_4ul)
2. [Establish the connection with Sage Intacct in Make](docId\:XGF4sx5L-WKr7J8Rw_4ul)
### Obtain your Client ID and Client Secret in Sage Intacct
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Log in to your Sage Intacct account.
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Click **Applications**.
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Click **View application.**
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Copy the **Client ID** and the **Secret Key **and store it in a safe place.
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You will use this value in the **Client ID** and **Client Secret** field in Make.
### Establish the connection with Sage Intacct in Make
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Log in to your Make account, add a Sage Intacct module to your scenario, and click **Create a connection**.
Note: If you add a module with an `instant` tag, click **Create a webhook**, then **Create a connection**.
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Optional: In the **Connection name** field, enter a name for the connection.
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In the **Client ID**, enter the copied **Client ID**.
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In the **Client Secret**, enter the copied **Secret Key**.
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Click **Save**.
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You have successfully established the connection.
# Build Sage Intacct Scenarios
After connecting the app, you can perform the following actions:
## Trigger
:::ExpandableHeading
### Watch Records
Triggers when changes occur in records.
| **Connection** | [Establish a connection to your Sage Intacct account.](docId\:XGF4sx5L-WKr7J8Rw_4ul) |
| --------------- | ------------------------------------------------------------------------------------ |
| **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. |
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## Records
:::ExpandableHeading
### Search Records
Retrieves a list of records optionally filtered by criteria.
| **Connection** | [Establish a connection to your Sage Intacct account.](docId\:XGF4sx5L-WKr7J8Rw_4ul) |
| -------------------- | ------------------------------------------------------------------------------------ |
| **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. |
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:::ExpandableHeading
### Create a Records
Creates a new record.
| **Connection** | [Establish a connection to your Sage Intacct account.](docId\:XGF4sx5L-WKr7J8Rw_4ul) |
| ------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **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. |
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:::ExpandableHeading
### Get a Record
Retrieves a record by its ID.
| **Connection** | [Establish a connection to your Sage Intacct account.](docId\:XGF4sx5L-WKr7J8Rw_4ul) |
| ---------------------- | -------------------------------------------------------------------------------------------------------------------- |
| **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. |
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:::ExpandableHeading
### Update a Record
Updates a record by its ID.
| **Connection** | [Establish a connection to your Sage Intacct account.](docId\:XGF4sx5L-WKr7J8Rw_4ul) |
| ------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **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. |
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:::ExpandableHeading
### Delete a Record
Deletes a record by its ID.
| **Connection** | [Establish a connection to your Sage Intacct account.](docId\:XGF4sx5L-WKr7J8Rw_4ul) |
| ----------------- | ----------------------------------------------------------------------------------------------------------- |
| **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. |
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## Other
:::ExpandableHeading
### Make an API Call
Performs an arbitrary authorized API call.
| **Connection** | [Establish a connection to your Sage Intacct account.](docId\:XGF4sx5L-WKr7J8Rw_4ul) |
| -------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------- |
| **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. |
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