Sage Intacct

with sage intacct modules in make, you can manage the records in your sage intacct account the sage intacct app is available on the make enterprise plan https //www make com/en/enterprise 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 obtain your client id and client secret in sage intacct docid\ xgf4sx5l wkr7j8rw 4ul establish the connection with sage intacct in make docid\ xgf4sx5l wkr7j8rw 4ul obtain your client id and client secret in sage intacct log in to your sage intacct account click applications click view application copy the client id and the secret key and store it in a safe place you will use this value in the client id and client secret field in make establish the connection with sage intacct in make log in to your make account, add a sage intacct module to your , 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 client id , enter the copied client id in the client secret , enter the copied secret key click save you have successfully established the connection build sage intacct after connecting the app, you can perform the following actions trigger 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 records 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 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 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 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 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 other 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