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PlaidCloud

Sage Intacct REST Connector

API Documentation

Section titled “API Documentation”

The Sage Intacct REST API documentation is available at the Sage Developer site.

Security Requirements

Section titled “Security Requirements”

PlaidCloud provides a dedicated Intacct connection in the REST connection family (listed as REST - Intacct). It authenticates with OAuth2 client credentials against the Intacct REST API: the Sage Intacct Web Services Sender ID/Sender password pair are entered as the connection’s Client ID and Client Secret, plus a Web Service User Username and a Company ID. The sender credentials must be enabled for your company by Sage support; the Web Services user must have permissions for every Intacct object the connector will read.

Treat the Client ID and Client Secret as secrets — store them only via the Credentials area in PlaidCloud and reference them from the connection.

Obtain Credentials

Section titled “Obtain Credentials”
  1. Open the Sage Intacct Company Setup area
  2. Enable Web Services for the Sender ID provided by Sage
  3. Create or select a Web Services user for PlaidCloud
  4. Grant the user permissions on every object you intend to query
  5. Record the Company ID, Web Service User Username, Sender ID, and Sender password

Create Sage Intacct Connector

Section titled “Create Sage Intacct Connector”
  1. Go to Tools > Connections and click Add Connection
  2. Under REST, select Intacct (listed as REST - Intacct)
  3. Enter:
    • Connection Name — friendly name shown in workflow steps
    • Client ID — your Intacct Sender ID
    • Client Secret — your Intacct Sender password
    • Web Service User Username — the Web Services user login
    • Company ID — the Intacct company you’re connecting to
  4. Click Test to validate the credentials
  5. Click Save

Use in Workflow Steps

Section titled “Use in Workflow Steps”

The same connection serves both reading from and posting to Intacct. It’s selectable from: