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Intro

Intacct provides a cloud-based accounting solution for independent financial management. By leveraging Domo, stakeholders can synthesize and visualize Intacct financial data with information from disparate systems on a real-time dashboard. This integration minimizes the need for manual report generation, facilitating comprehensive, enterprise-wide insight. For more information, refer to the API documentation. The Domo platform enables immediate data connection, allowing for the creation of dynamic visualizations. Users gain instant access to critical financial metrics—including cash flow, ledgers, accounts receivable/payable, journals, and P&L—to drive informed decision-making. Furthermore, the system supports real-time alerts via email and text message, notifying users when predefined Intacct metrics are met. You can connect to your Sage Intacct Rest account in the Data Center. This topic discusses the fields and menus that are specific to the Sage Intacct Rest connector user interface. To add DataSets, set update schedules, and edit DataSet information, see Adding a DataSet Using a Connector.

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Prerequisites

To connect to your Sage Intacct Rest account and create a DataSet, you need the following:
  • Client ID
  • Client Secret

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Sage Intacct API Key Generation

This section outlines the procedure for obtaining the necessary credentials (Sender ID, Sender Password, and Company ID) and generating OAuth Client Keys (Client ID and Client Secret) required for third-party application integration via the Sage Intacct Web Services API. An active Sage Intacct Web Services Developer License is mandatory. This license provides the Sender ID and Sender Password required for creating API keys during the client application setup.
  1. Locate Sender ID and Company ID
    Credential Navigation Path Action
    Sender ID Log in to Intacct > Company> Setup > Configuration > Company > Security > Web Services Authorizations. Identify and copy the Sender ID.
    Company ID Company > Setup > Configuration > Company > General Information Identify and copy the Company ID.
  2. Retrieve Sender Password The Sender Password is delivered through email upon issuance of the Developer License. If the password is not available, contact Sage Support immediately to initiate a password reset request.
  3. Generating OAuth Client Keys (Client ID and Client Secret)
The Client ID and Client Secret are generated within the Sage Developer Workspace.
  1. Create a Developer Workspace
    1. Navigate to the Sage Intacct Developer Portal: https://developer.sage.com/intacct/.
    2. Click View workspaces.
    3. Log in or create a new Sage developer account.
    4. Click Add workspace.
    5. Provide a name and contact email, then click Create.
  2. Create a Client Application
    1. Within the newly created workspace, navigate to Apps.
    2. Click Add application.
    3. Complete the required fields: Application Name, Homepage URL, and Contact Email.
    4. Click Create.
  3. Generate OAuth Client Keys
  4. Click the newly created app.
  5. Click Create API Keys.
  6. Configure the following parameters:
    • Sage Product API: Sage Intacct
    • Redirect URI: https://app.getknit.dev/oauth/authorize
    • Allowed Origin Domains: https://api.getknit.dev
  7. Enter the previously retrieved Sender ID and Sender Password.
  8. Click Create.
The system will display the Client ID and Client Secret. These credentials are now authorized for use in OAuth integration with the Knit UI authentication component.

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Connecting to Your Sage Intacct Rest Account

This section enumerates the options in the Credentials and Details panes on the Sage Intacct Rest Connector page. The components of the other panes on this page, Scheduling, and Name & Describe Your DataSet, are universal across most connector types and are discussed in great detail in Adding a DataSet Using a Connector.

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Credentials Pane

This pane contains fields for entering credentials to connect to your Sage Intacct Rest account. The following table describes what is needed for each field:

Field

Description

Client ID Enter the Client ID.
Client Secret Enter the Client Secret.
Once you have entered valid Sage Intacct Rest credentials, you can use the same account at any time to create a new Sage Intacct Rest DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Manage Connector Accounts.

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Details Pane

Menu

Description

Report

Select the Sage Intacct Rest report you want to run. The following reports are available:

Report Name Description
AP Account Label Receives data about Intacct Accounts Payable Account Label accounting reports.
AP Adjustment Receives data about Intacct Accounts Payable Adjustment accounting reports. A Date Filter is required for this report.
AP Bill Receives data about Intacct Accounts Payable Bill accounting reports. Date Filter is required for this report.
AP Bill Detail Receives data about Intacct Accounts Payable Bill Detail accounting reports.
AP Payment Receives data about Intacct Accounts Payable Payment accounting reports. A Date Filter is required for this report.
AP Term Receives data about Intacct Accounts Payable Term accounting reports.
AR Account Label Receives data about Intacct Accounts Receivable Account Label accounting reports.
AR Adjustment Receives data about Intacct Accounts Receivable Adjustment accounting reports. A Date Filter is required for this report.
AR Invoice Receives data about Intacct Accounts Receivable Invoice accounting reports. A Date Filter is required for this report.
AR Invoice Detail Receives data about Intacct Accounts Receivable Invoice Detail accounting reports.
AR Payment Receives data about Intacct Accounts Receivable Payment accounting reports. A Date Filter is required for this report.
AR Payment Summary Receives data about Intacct Accounts Receivable Payment Summary accounting reports. A Date Filter is required for this report.
AR Term Receives data about Intacct Accounts Receivable Term accounting reports.
Bank Account Receives data about Intacct Bank Account accounting reports.
Class Receives data about Intacct Class accounting reports.
Contact Receives data about Intacct Contact accounting reports.
Contact Tax Group Receives data about Intacct Contact Tax Group accounting reports.
Cust GL Group Receives data about Intacct Cust General Group accounting reports.
Customer Receives data about Intacct Customer accounting reports.
Department Receives data about Intacct Department accounting reports.
Employee Receives data about Intacct Employee accounting reports.
Expense Report Receives data about Intacct Expense Report accounting reports.
Expense Report Summary Receives data about Intacct Expense Report Summary accounting reports.
Expense Types Receives data about Intacct Expense Types accounting reports.
GL Account Receives data about Intacct General Account accounting reports.
GL Account Group Receives data about Intacct General Account Group accounting reports.
GL Account Group Member Receives data about Intacct General Account Group Member accounting reports.
GL Batch Receives data about Intacct General Batch accounting reports. A Date Filter is required for this report.
GL Budget Receives data about Intacct General Budget accounting reports.
GL Budget Item Receives data about Intacct General Budget Item accounting reports.
GL Account Category Receives data about Intacct General Account Category accounting reports.
GL Entry Receives data about Intacct General Entry accounting reports. A Date Filter is required for this report.
IC Item Receives data about Intacct Inventory Control Item accounting reports.
IC Transaction Definition Receives data about Intacct Inventory Control Transaction Definition accounting reports.
Item Receives data about Intacct Item accounting reports.
Item GL Group Receives data about Intacct Item General Group accounting reports.
Item Tax Group Receives data about Intacct Item Tax Group accounting reports.
Journal Receives data about Intacct Journal accounting reports.
Location Receives data about Intacct Location accounting reports.
Location Entity Receives data about Intacct Location Entity accounting reports.
Location Group Receives data about Intacct Location Group accounting reports.
PO Price List Receives data about Intacct Purchase Order Price List accounting reports.
Product Line Receives data about Intacct Product Line accounting reports.
Project Receives data about Intacct Project accounting reports.
Renewal Macro Receives data about Intacct Renewal Macro accounting reports.
Reporting Period Receives data about Intacct Reporting Period accounting reports.
Revenue Recognition Schedule Receives data about Intacct Revenue Recognition Schedule accounting reports.
Revenue Recognition Schedule Entry Receives data about Intacct Revenue Recognition Schedule Entry accounting reports.
Revenue Recognition Template Receives data about Intacct Revenue Recognition Schedule Template accounting reports.
Sales Document Receives data about Intacct Sales Document reports.
Sales Document Detail Receives data about Intacct Sales Document Detail reports.
Sales Document Subtotals Receives data about Intacct Sales Document Subtotal reports.
SO Price List Receives data about Intacct Sales Order Price List accounting reports.
Stat GL Account Receives data about Intacct Stat General Ledger Account accounting reports.
Statistical Journal Receives data about Intacct Statistical Journal accounting reports.
Tax Detail Receives data about Intacct Tax Detail accounting reports.
Tax Schedule Receives data about Intacct Tax Schedule accounting reports.
Tax Schedule Detail Receives data about Intacct Tax Schedule Detail accounting reports.
Territory Receives data about Intacct Territory accounting reports.
Unit of Measure Receives data about Intacct Unit of Measure accounting reports.
Vendor GL Group Receives data about Intacct Vendor General Group accounting reports.
Vendor Receives data about Intacct Vendor accounting reports. A Date Filter is required for this report.
Warehouse Receives data about Intacct Warehouse accounting reports.
Fixed or relative date range Choose an absolute or relative date range
Fixed Start Date Select a start date.
Fixed End Date Select an end date.
Days Back (Incremental Days) Enter an initial backfill if you are using a daily incremental data pull.
Date Filter Select the Date Filter.

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Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Connector.