| Contact us |
|---|
| We are preparing the connection with this application for you. In the meantime, please create your own connection. |
With Sage Intacct modules in Boost.space Integrator, you can manage the records in your Sage Intacct account.
To use the Sage Intacct modules, you must have a Sage Intacct paid account. For subscription information, refer to the Sage Intacct page and request for pricing. You must have an active Sage Intacct Web Services developer license.
Refer to the Sage Intacct API documentation for a list of available endpoints.
To establish the connection, you must:
To obtain your Company ID from your Sage Intacct account:
You must have an active Sage Intacct Web Services developer license. Refer to Sage Intacct documentation to learn more about the authorization process.
To authorize through Web Services:
-
Contact your Sage Intacct account manager to get a Sender ID and Sender Password.
-
Once you have your credentials, log in to your Sage Intacct account.
-
Go to Applications > Company > Company.
-
On the Security tab, click Edit.
-
In the Web Services authorizations section, click Add.
-
In the Sender ID field, enter the Sender ID that you got from your Sage Intacct account manager.
-
Optional. Add a description. Click Save.
You are ready to establish a connection with Sage Intacct in Boost.space Integrator.
To establish the connection in Boost.space Integrator:
-
Log in to your Boost.space Integrator account, add a Sage Intacct module to your scenario, and click Create a connection.
Note: If you add a module with an
instanttag, click Create a webhook, then Create a connection. -
Optional: In the Connection name field, enter a name for the connection.
-
In the Company ID field, enter the Compani ID copied above.
-
In the User ID field, enter the user name that you use to log in to your Sage Intacct account.
-
In the User Password field, enter the password that you use to log in to your Sage Intacct account.
-
In the Sender ID field, enter the value that you authorized through Web Services.
-
In the Sender Password field, enter the value that your Sage Intacct account manager gave to you.
-
Click Save.
-
If prompted, authenticate your account and confirm access.
You have successfully established the connection. You can now edit your scenario and add more Sage Intacct modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
After connecting the app, you can perform the following actions:
Triggers when changes occur in records.
|
Connection |
|
|
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. |
Retrieves a list of records optionally filtered by criteria.
|
Connection |
|
|
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. |
Creates a new record
|
Connection |
|||||||
|
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.
|
Retrieves a record by its ID.
|
Connection |
|
|
Record Type |
Select the record type to create. |
|
Custom Object Name |
Specify the record name if you selected |
|
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 |
Updates a record by its ID.
|
Connection |
|||||||
|
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 |
||||||
|
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.
|
Deletes a record by its ID.
|
Connection |
|
|
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 |
Performs an arbitrary authorized API call.
|
Connection |
|
|
Body |
Insert a body in the XML format. Refer to the Sage Intacct API documentation for a list of available endpoints. |