Connectors / Service / Sage Intacct

Sage Intacct is a provider of cloud-based financial management and accounting software. (updated: 1585659115546)

Sage Intacct

Sage Intaact is a provider of cloud-based financial management and accounting software.

Overview

Sage Intacct cloud financial management solution manages all core financials and provides professional services to help implement Sage Intacct software.

Authentication

When using the Sage Intaact connector, the first thing you will need to do is go to your Tray.io account page, and select the workflow you wish to work on. Once in the workflow builder itself, search and drag the Sage Intaact connector from the connectors panel (on the left hand side) onto your workflow.

With the new Sage Intaact connector step highlighted, in the properties panel on the right, click on the ‘Authenticate’ panel followed by ‘Add new Authentication’ (located under the Authentication input field).

sage-intaact-auth

This will result in a Tray.io authentication pop-up window. The first page will ask you to name your authentication, and state which type of authentication you wish to create ('Personal' or 'Organisational').

As you can see, the next page asks you for your 'Sender ID', 'Sender password', 'User ID', 'User password' and 'Company ID' credentials.

sage-intaact-popups

Your Sage Intaact Web Services developer license will provide you with your Tray.io authentication Sender ID and Sender Password.

IMPORTANT!: In order to authenticate, you must have an active Sage Intaact Web Services developer license, which automatically includes a Web Services Sender ID and Sender Password. Take note that a Sender ID can be authorized for more than one company and can be tracked through audit history reports. If you need a developer license at this stage, then please contact your Sage Intaact account manager.

IMPORTANT!: In addition to the aforementioned license, the administrator for the target company in question must enable the Web Services subscription in order to fully authenticate with Tray.io. In order to do this, follow the method outlined below.

Go to the Sage Intaact UI main webpage:

sage-intaact-ui-main

Click on the 'Applications' dropdown and a list of different options will display themselves.

sage-intaact-ui-dropdown

Choose 'Company' followed by 'Subscriptions':

sage-intaact-ui-company

A list of available applications will display. Scroll down until the 'Web Services' option is displayed. Enable this using the switch:

sage-intaact-ui-web-services

IMPORTANT!: make sure to ask your Company Administrator to review your Web Services Authorisation before proceeding.

PLEASE NOTE: If you have an external application or integration that needs a unique user to exchange information with Sage Intacct via Web Services API calls, then add a Web Services user for them here. More details can be found at Sage Intaact instructions.

Once you have added these fields to your Tray.io authentication popup window, click on the 'Create authentication' button. Go back to your settings authentication field (within the workflow builder properties panel), and select the recently added authentication from the dropdown options now available.

Your connector authentication setup should now be complete.

Available Operations

The examples below show one or two of the available connector operations in use.

Please see the Full Operations Reference at the end of this page for details on all available operations for this connector.

Note on Operations Usage

If you have an external application or integration that needs a unique user to exchange information with Sage Intacct via Web Services API calls, then add a Web Services user for them when enabling the Web Services subscriptions.

More details can be found at Sage Intaact instructions.

Example Usage

Within this example we will list our Sage Intaact contacts and process them based on their status.

  1. Setup your trigger and get the list of contacts.

  2. Loop over collection of contacts.

  3. Find contacts with "status" equal to "active".

  4. Send Record numbers of the active contacts to to slack chanel.

  5. Get detailed information about inactive accounts.

The final outcome should look like this:

sage-intaact-complete-workflow

1 - Setup Trigger & List contacts

Once you have clicked 'Create new workflow' from your main Tray.io dashboard named it, select the Manual trigger from the trigger options available:

sage-intaact-manual-trigger

After you have been redirected to the Tray.io workflow dashboard, from the connectors panel on the left, add a Sage Intaact connector to your second step. Set the operation to 'List contacts'.

sage-intaact-step-1

Feel free to re-name your steps as you go along to make things clearer for yourself and other users.

2 - Loop collection

Next, search for the 'Loop collection' connector within your connector panel, and drag it into your workflow as your next step. Set your operations to 'Loop list'.

The Loop Collection connector allows you to iterate through a list of results. In this example, we will use it to iterate through the data found within the previous Sage Intaact connector step.

In order to specify the list you want to loop through, start by using the 'List' mapping icon (found next to the list input field, within the properties panel) to generate the connector-snake.

While hovering over the 'List contacts' step (with the tail end of the connector-snake), select CONTACT from the list of output properties displayed. This will auto-populate a jsonpath within your 'List' input field, and update the type selector to jsonpath.

For more clarification on the pathways you have available, open the Debug panel to view your step's Input and Output.

JSONPATHS: For more information on what jsonpaths are and how to use jsonpaths with Tray.io, please see our Intro page and Data Guide for more details.

CONNECTOR-SNAKE: The simplest and easiest way to generate your jsonpaths is to use our feature called the Connector-snake. Please see the main page for more details.

sage-intaact-step-2

3 - Boolean condition

Find 'Boolean Condition' connector in the 'Core' section of the panel and add it to your third step. Choose 'Boolean condition' operation. To set the boolean connector to check if "status" equal "active" we use the $.steps.loop-1.value.STATUS jsonpath to pull it from 'Loop Collection' step.

sage-intaact-step-3

4 - Send a Slack message

Add a Slack connector to your TRUE brunch and select 'Send message' operation.

We use the $.steps.loop-1.value.RECORDNO jsonpath to pull "Record numbers" from the first Sage Intaact step.

sage-intaact-step-4

5 - Get inactive contacts

Add a 'Sage Intaact' connector to your FALSE brunch and select 'Get contact' operation.

We use the $.steps.loop-1.value.RECORDNO jsonpath to pull "Record numbers" from the first Sage Intaact step.

sage-intaact-step-5

Click 'Run workflow' an go to the Debug tub to see a successful of the output

sage-intaact-debug

Congratulations! You just created a fully functional workflow.

BEST PRACTICES: Whenever you do decide to create your own workflow, please make sure you take a look at our managing data best practices guide.

All Operations

Latest version:

1.9

Create account

Creates an account.

Create account group

Creates an account group.

Create bill

Creates a bill.

Create budget

Creates a budget.

Create budget detail

Creates a budget detail.

Create contact

Creates a contact.

Create expense report

Creates an expense report.

Create journal entry

Creates a journal entry.

Create order entry transaction

Creates an order entry transaction.

Create reporting period

Creates a reporting period.

Create statistical account

Creates a statistical account.

Create statistical journal entry

Creates a statistical journal entry.

Create transaction allocation

Create a transaction allocation.

Delete account

Deletes an account.

Delete account group

Deletes an account group.

Delete budget

Deletes a budget.

Delete budget detail

Deletes a budget detail.

Delete contact

Deletes a contact.

Delete journal entry

Deletes a journal entry.

Delete order entry transaction

Deletes an order entry transaction by ID.

Delete reporting period

Deletes a reporting period.

Delete statistical account

Deletes a statistical account.

Delete statistical journal entry

Deletes a statistical journal entry.

Delete transaction allocation

Deletes a transaction allocation.

Generate report ID

Generates a custom report ID by name.

Generic read by query

A generic operation to utilise the read by query function.

Get account

Returns information about an account.

Get account by name

Returns information about an account.

Get account group

Returns information about an account group.

Get budget

Returns information about a budget.

Get budget detail

Returns information about a budget detail.

Get contact

Returns information about a contact.

Get dimension

Retrieve a dimension.

Get entity

Returns information about an entity.

Get entity fields DDL

Get journal entry

Returns information about a journal entry.

Get journal entry line

Returns information about a journal entry line.

Get reporting period

Returns information about a reporting period.

Get revenue recognition schedule

Returns information about a revenue recognition schedule.

Get revenue recognition schedules entry

Returns information about a revenue recognition schedules entry.

Get statistical account

Returns information about a statistical account.

Get statistical journal entry

Returns information about a statistical journal entry.

Get statistical journal entry line

Returns information about a statistical journal entry line.

Get transaction allocation

Returns information about a transaction allocation.

List account balances

Returns a list of account balances.

List account group hierarchies

Returns a list of account group hierarchies.

List account groups

Returns a list of account groups.

List account number DDL

List accounts

Returns a list of accounts.

List budget details

Returns a list of budget details.

List budgets

Returns a list of budgets.

List contacts

Returns a list of contacts.

List dimensions

Lists all standard dimensions and UDDs in a company along with helpful integration information about the object.

List dimensions DDL

List entities

Returns a list of entities.

List entities DDL

List general ledger details

Returns a list of general ledger details.

List journal entries

Returns a list of journal entries.

List journal entry lines

Returns a list of journal entry lines.

List object fields

Retrieve the list of fields for an object type.

List object fields DDL

List objects

Lists all standard and custom objects in a company, regardless of your permissions or the company’s subscriptions.

List objects DDL

List reporting periods

Returns a list of reporting periods.

List revenue recognition schedule entries

Returns a list of revenue recognition schedule entries.

List revenue recognition schedules

Returns a list of revenue recognition schedules.

List statistical accounts

Returns a list of statistical accounts.

List statistical journal entries

Returns a list of statistical journal entries.

List statistical journal entry lines

Returns a list of statistical journal entry lines.

List transaction allocations

Returns a list of transaction allocations.

List vendors

Returns a list of vendors.

Read report by ID

Retrieves a custom report by name.

Update account

Updates an account.

Update account group

updates an account group. The members, based on the structure type of the group, must also be passed with any update.

Update budget

Updates a budget.

Update budget detail

Updates a budget detail.

Update contact

Updates a contact.

Update journal entry

Updates a journal entry.

Update order entry transaction

Updates an order entry transaction.

Update reporting period

Updates a reporting period.

Update statistical account

Updates a statistical account.

Update statistical journal entry

Updates a statistical journal entry.

Update transaction allocation

Update a transaction allocation.