Sage Intacct

Start connecting your Sage Intacct company: register your Sage Intacct app's Client ID/Client Secret, then get back a one-time browser authorize_url. Open it, sign in with Sage Intacct, and approve access -- Sage Intacct redirects back here automatically and the connection finishes itself. Important: you must also separately authorize this app as a client application inside your Sage Intacct company (Company > Setup > Configuration > Authorized client applications) for calls to succeed.

List the connected Sage Intacct companies.

Disconnect a Sage Intacct connection: deletes the saved connection. Nothing in Sage Intacct itself is changed.

List Sage Intacct records of any object type (customer, vendor, employee, ar-invoice, ap-bill, ap-payment, ar-payment, general-ledger-account, journal-entry, journal, department, location, project, item, tax-detail), with an optional filter.

Read one Sage Intacct record of any object type in full by its key.

Create a new Sage Intacct record of any object type from a JSON object of its fields exactly as Sage Intacct expects.

Update selected fields of an existing Sage Intacct record. Only the fields in fields_json change.

Delete a Sage Intacct record of any object type by its key. Cannot be undone.

Run a flexible query against any Sage Intacct object with optional filter/field projection/order-by/limit -- the most flexible way to filter, sort, or project any Sage Intacct data.

Read the connected Sage Intacct company's own profile: company id, name, base currency, and its child entities.

Value-add report: one-glance cash position for the connected Sage Intacct company -- bank account balances plus total open AR and AP, computed by scanning ar-invoice/ap-bill open balances.

Value-add report: flag every AR invoice overdue by at least a given number of days.