Sage Intacct

Read and write Sage Intacct customers, vendors, draft AR invoices and AP bills, GL accounts, draft journal entries, dimensions and items through the REST API.

Synchronise receivables, payables, the general ledger and dimension masters in Sage Intacct with CRM, procurement, payroll and project systems.

Build a flow with Sage Intacct Provider API documentation

Source actions

Destination actions

Data types

Validation status

Implemented · fixture tested.

Implementation is checked against provider-shaped fixtures for every action, authentication failures, rate limits, pagination and duplicate safety. Provider sandbox and authorised account validation are recorded separately when credential-backed runs are completed.

What you can map

bills

Create AP bill
Destination
Not retried automatically
Approval before production
Creates a draft, unpaid AP bill with GL lines and dimensions. Approval, posting and payment are not automated.
bills.create
Get AP bill
Source
One AP bill by record key with all fields, including lines where applicable.
bills.get
List AP bills
Source
Incremental
AP bills through the query service, ordered by key, optionally modified since a timestamp.
bills.list
Update AP bill
Destination
Provider duplicate protection
Approval before production
Updates supplied AP bill fields with PATCH. Omitted fields are unchanged.
bills.update

classes

Create class
Destination
Not retried automatically
Approval before production
Creates a class in Sage Intacct.
classes.create
Get class
Source
One class by record key with all fields, including lines where applicable.
classes.get
List classes
Source
Incremental
Classes through the query service, ordered by key, optionally modified since a timestamp.
classes.list
Update class
Destination
Provider duplicate protection
Approval before production
Updates supplied class fields with PATCH. Omitted fields are unchanged.
classes.update

customers

Create customer
Destination
Not retried automatically
Approval before production
Creates a customer in Sage Intacct.
customers.create
Get customer
Source
One customer by record key with all fields, including lines where applicable.
customers.get
List customers
Source
Incremental
Customers through the query service, ordered by key, optionally modified since a timestamp.
customers.list
Update customer
Destination
Provider duplicate protection
Approval before production
Updates supplied customer fields with PATCH. Omitted fields are unchanged.
customers.update

departments

Create department
Destination
Not retried automatically
Approval before production
Creates a department in Sage Intacct.
departments.create
Get department
Source
One department by record key with all fields, including lines where applicable.
departments.get
List departments
Source
Incremental
Departments through the query service, ordered by key, optionally modified since a timestamp.
departments.list
Update department
Destination
Provider duplicate protection
Approval before production
Updates supplied department fields with PATCH. Omitted fields are unchanged.
departments.update

gl accounts

Create GL account
Destination
Not retried automatically
Approval before production
Creates a GL account in Sage Intacct.
gl_accounts.create
Get GL account
Source
One GL account by record key with all fields, including lines where applicable.
gl_accounts.get
List GL accounts
Source
Incremental
GL accounts through the query service, ordered by key, optionally modified since a timestamp.
gl_accounts.list
Update GL account
Destination
Provider duplicate protection
Approval before production
Updates supplied GL account fields with PATCH. Omitted fields are unchanged.
gl_accounts.update

invoices

Create AR invoice
Destination
Not retried automatically
Approval before production
Creates a draft AR invoice with GL lines and dimensions. Posting is not automated.
invoices.create
Get AR invoice
Source
One AR invoice by record key with all fields, including lines where applicable.
invoices.get
List AR invoices
Source
Incremental
AR invoices through the query service, ordered by key, optionally modified since a timestamp.
invoices.list
Update AR invoice
Destination
Provider duplicate protection
Approval before production
Updates supplied AR invoice fields with PATCH. Omitted fields are unchanged.
invoices.update

items

Create item
Destination
Not retried automatically
Approval before production
Creates a item in Sage Intacct.
items.create
Get item
Source
One item by record key with all fields, including lines where applicable.
items.get
List items
Source
Incremental
Items through the query service, ordered by key, optionally modified since a timestamp.
items.list
Update item
Destination
Provider duplicate protection
Approval before production
Updates supplied item fields with PATCH. Omitted fields are unchanged.
items.update

journal entries

Create journal entry
Destination
Not retried automatically
Approval before production
Creates a draft journal entry with balanced lines. Posting is not automated.
journal_entries.create
Get journal entry
Source
One journal entry by record key with all fields, including lines where applicable.
journal_entries.get
List journal entries
Source
Incremental
Journal entries through the query service, ordered by key, optionally modified since a timestamp.
journal_entries.list
Update journal entry
Destination
Provider duplicate protection
Approval before production
Updates supplied journal entry fields with PATCH. Omitted fields are unchanged.
journal_entries.update

locations

Create location
Destination
Not retried automatically
Approval before production
Creates a location in Sage Intacct.
locations.create
Get location
Source
One location by record key with all fields, including lines where applicable.
locations.get
List locations
Source
Incremental
Locations through the query service, ordered by key, optionally modified since a timestamp.
locations.list
Update location
Destination
Provider duplicate protection
Approval before production
Updates supplied location fields with PATCH. Omitted fields are unchanged.
locations.update

projects

Create project
Destination
Not retried automatically
Approval before production
Creates a project in Sage Intacct.
projects.create
Get project
Source
One project by record key with all fields, including lines where applicable.
projects.get
List projects
Source
Incremental
Projects through the query service, ordered by key, optionally modified since a timestamp.
projects.list
Update project
Destination
Provider duplicate protection
Approval before production
Updates supplied project fields with PATCH. Omitted fields are unchanged.
projects.update

records

Query records
Source
Runs the query service on any Sage Intacct object with validated fields, filters and filter expression. Include key or id in the fields.
records.search

vendors

Create vendor
Destination
Not retried automatically
Approval before production
Creates a vendor in Sage Intacct.
vendors.create
Get vendor
Source
One vendor by record key with all fields, including lines where applicable.
vendors.get
List vendors
Source
Incremental
Vendors through the query service, ordered by key, optionally modified since a timestamp.
vendors.list
Update vendor
Destination
Provider duplicate protection
Approval before production
Updates supplied vendor fields with PATCH. Omitted fields are unchanged.
vendors.update

Authentication

Sage Intacct OAuth 2.0 client with an offline access refresh token

Plans and access

Requires a Sage Intacct Web Services developer licence and REST API client registered in the Sage App Registry; the company must authorise the client. Calls act as the authorising user (or Web Services user) and follow that user's role permissions and entity access.

Test environment

Use a Non-production client scope against a Sage Intacct sandbox or implementation company on the same API host.

Rate limits

Performance tiers set a monthly transaction entitlement (100k to 2.5M) and concurrency (6 to 20); every query and every created or updated record counts as a transaction. Throttled calls return 429 or 503.

Pagination

Query service start and size (max 4,000; Nexra uses up to 1,000) with ia::meta.next for the next start.

Provider events

Sage Intacct Smart Events and platform triggers configured in the company. Nexra event triggers are not yet available; flows run on demand or on a schedule.

Before you build a flow

Uses the REST API v1 (api.intacct.com/ia/api/v1); the legacy XML Web Services gateway is not used.
AR invoices, AP bills and journal entries are created with state draft; submitting, approving, posting, reversing and paying are not automated.
Lists use the query service with fixed default field lists (overridable) and cannot return line arrays; use Get for lines.
Updates use PATCH on header fields; transaction state and lines are not changed by update.
Records are identified by the system key (numeric); create and update return key, id and href only.
Deletes, payments, workflows and bulk composite requests are not automated.
Query field names follow the published OpenAPI model; flattened or nested result shapes are both read.
Sage Intacct has no idempotency key; uncertain creates are not repeated automatically.

Developer reference

Create the Sage credentials described above with the narrowest permissions your flows need.
In Nexra, open Connect, then Connections, then New connection, choose Sage Intacct, enter its settings and credentials, and tick only the write actions you need. Connection guide
Test the connection, then use its actions as flow sources and destinations. Flow guide

Sage docsAPI reference Sage docsAuthentication Sage docsRate limits

Machine-readable detail: GET /api/public/connect/connectors/sage-intacct and the Connections API.