Sage Intacct
This documentation provides detailed instructions and examples for utilizing the Sage Intacct Connector in Zynk Workflow.
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.
API Call Tracking
You can optionally enable our API Call Tracking feature to monitor your API usage.
You can enable this feature per connection. For further information, see here.
Batching
By intelligently batching requests, Zynk Workflow streamlines the import process, whilst also reducing the number of requests sent to Sage Intacct.
For further information on batching with Zynk Workflow & Sage Intacct, please see this article.
Tasks
Explore the following tasks to import and export data from Sage Intacct.
Import
The following tasks are available for importing data into Sage Intacct:
- Import Vendors
- Import Purchase Orders
- Import Customers
- Import Sales Orders
- Import Contacts
- Import Items
Export
The following tasks are available for exporting data from Sage Intacct:
- Export Allocations
- Export AP Adjustments
- Export AP Payments
- Export AR Adjustments
- Export AR Payments
- Export Bills
- Export Contacts
- Export Customers
- Export Departments
- Export Invoices
- Export Items
- Export Locations
- Export Purchase Orders
- Export Sales Orders
- Export Vendors
- Export Warehouses
Each task link will take you to detailed instructions on how to configure and use the task effectively.
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.