Sage Intacct
Welcome to Zynk Workflow's Sage Intacct Connector documentation!
Whether you're a seasoned user or just starting out, this guide is designed to help you seamlessly integrate Sage Intacct with Zynk Workflow. Our comprehensive set of tasks make data import and export a breeze.
What Can You Expect?
In this documentation, you'll find detailed instructions and examples for using the Sage Intacct Connector in Zynk Workflow.
Whether you need to import contacts, customers, items, purchase orders, sales orders, or vendors into Sage Intacct, we've got you covered with step-by-step guidance and practical tips.
API Call Tracking
Maximize efficiency and cost-effectiveness with our cutting-edge API Call Tracking feature in the Sage Intacct connector!
Say goodbye to unexpected costs and performance bottlenecks by gaining full visibility into your API usage. With real-time monitoring and customizable warning alerts, you'll stay informed and in control every step of the way.
Don't settle for guesswork – harness the power of data-driven decision-making with our API Call Tracking feature and supercharge your integration workflows!
You can enable API Call Tracking per connection. For further information, see this article.
Batching
Experience lightning-fast integration speeds and unparalleled performance with our innovative Batching API Calls feature in the Sage Intacct connector!
By intelligently batching requests, Zynk Workflow streamlines the import process, reducing the number of requests sent to Sage Intacct and optimizing performance for faster, more efficient integration.
For further information on batching with Zynk Workflow & Sage Intacct, please see this article.
How To Use This Documentation
To get started, simply navigate through the tasks listed below to find the specific integration task you need. Each task comes with detailed instructions on how to configure and use it to import data into Sage Intacct.
Whether you're importing a single record or bulk data, our documentation will guide you through the process with ease.
Connection
Before you get started with your integration, you will need to create a connection to Sage Intacct. You will need to have your company name, username and password to hand in order to create the connection.
- Connect to Sage Intacct Use this article to build your connection to Sage Intacct.
Tasks
Explore the following tasks to import data into and export data from Sage Intacct:
Import
The following tasks are available for importing data into Sage Intacct:
- Import Vendors: Streamline vendor data import into Sage Intacct.
- Import Purchase Orders: Automate the import of purchase orders into Sage Intacct.
- Import Customers: Import customer data effortlessly into Sage Intacct.
- Import Sales Orders: Effortlessly import sales orders into Sage Intacct.
- Import Contacts: Use this task to import contact information into Sage Intacct.
- Import Items: Import item details seamlessly into Sage Intacct.
Export
The following tasks are available for exporting data from Sage Intacct:
- Export Allocations: Use this task to export allocations from Sage Intacct.
- Export AP Payments: Use this task to export AP payments from Sage Intacct.
- Export AR Payments: Use this task to export AR payments from Sage Intacct.
- Export Bills: Use this task to export bills from Sage Intacct.
- Export Contacts: Use this task to export contacts from Sage Intacct.
- Export Customers: Use this task to export customers from Sage Intacct.
- Export Departments: Use this task to export departments from Sage Intacct.
- Export Invoices: Use this task to export invoices from Sage Intacct.
- Export Items: Use this task to export items from Sage Intacct.
- Export Locations: Use this task to export locations from Sage Intacct.
- Export Purchase Orders: Use this task to export purchase orders from Sage Intacct.
- Export Sales Orders: Use this task to export sales orders from Sage Intacct.
- Export Vendors: Use this task to export vendors from Sage Intacct.
- Export Warehouses: Use this task to export warehouses from Sage Intacct.
Each task link will take you to detailed instructions on how to configure and use the task effectively. Whether you're integrating data from an external system or updating records in Sage Intacct, our connector and documentation make the process smooth and hassle-free.
XML
If you are a developer building a custom integration for your client, you may wish to peruse our technical documentation. You can use the links below to review the object model for the Sage Intacct connector.
- Customer XML: Use this article to build your
Customer
XML. - Sales Order XML: Use this article to build your
Sales Order
XML. - Vendor XML: Use this article to build your
Vendor
XML. - Purchase Order XML: Use this article to build your
Purchase Order
XML. - Contact XML: Use this article to build your
Contact
XML`. - Item XML: Use this article to build your
Item
XML.