> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://apidocs.polytomic.com/2024-02-08/guides/configuring-your-connections/connections/sage_intacct/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://apidocs.polytomic.com/_mcp/server.

# Sage Intacct

Supports:
* ✅ Models
* ✅ Bulk sync source
* ✅ Connection Proxy


### Overview
Polytomic connects to Sage Intacct through the Sage Intacct REST API using OAuth 2.0. When you create a connection, choose an **Authentication method**:

- **OAuth** authorizes Polytomic's own Sage-registered application. Click **Connect**, sign in to Sage Intacct, and accept the authorization request.
- **Private application** authorizes an application that you register with Sage yourself.

With either method, the Sage Intacct user who accepts the authorization request must be a company administrator, unless the company has already authorized the application's web services sender ID under **Company > Setup > Company > Security > Web Services authorizations**.

### Register a private application

Registering an application requires a Sage Intacct Web Services license, which consists of a sender ID and sender password. If you do not have one, contact your Sage Intacct account manager or partner representative.

1. Go to the [Sage Developer Portal](https://developer.sage.com/intacct/), select **View Console**, and sign in with your Sage account.

2. Select **Applications > New Application**, choose **Sage Intacct** as the API, and select **Continue**. The first time, you are asked to enrol in the Sage Intacct Developer Programme using your sender ID as the license key; after enrolling, repeat this step.

3. Enter an **Application name** and select **Continue**.

4. Under **Redirect URIs**, enter `https://app.polytomic.com/connect/sage_intacct`. Self-hosted Polytomic deployments use their own Polytomic URL with the same `/connect/sage_intacct` path.

5. Enter your **Intacct Web Services License Password** (the sender password). The license key is filled in for you.

6. Set **Client Scope** to **Production**. This cannot be changed after the application is created.

7. Select **Create Application** and wait for Sage's approval email. Once approved, the application's **Client ID** and **Client Secret** are available in the console.

### Create the connection

1. In Polytomic, create a Sage Intacct connection and set **Authentication method** to **Private application**.

2. Enter the **Client ID** and **Client secret** from the Sage Developer Portal.

3. Click **Connect**, sign in to Sage Intacct, and accept the authorization request.

When creating the connection through the API instead, set `auth_method` to `private_app` and supply `application_id` (the client ID), `client_secret`, and an `oauth_refresh_token` that your application obtained with the `offline_access` scope.


## Connection

### Configuration
<table>
<thead>
<tr>
<th>Name</th><th>Type</th><th>Description</th><th>Required</th>
</tr>
</thead>
<tbody>
<tr>
<td><code>auth_method</code></td>
<td><code>string</code></td>
<td style="vertical-align: top;">Authentication method<br/><br/>Accepted values: `oauth`, `private_app` <a href="#auth-method-private-app">↓</a></td>
<td><code>true</code></td>
</tr>
<tr>
<td><code>oauth_refresh_token</code></td>
<td><code>string</code></td>
<td style="vertical-align: top;"></td>
<td><code>false</code></td>
</tr>
</tbody>
</table>

<h4 id="auth-method">`auth_method`</h4>

<h5 id="auth-method-private-app">When `auth_method` is `private_app`</h5>

<table>
<thead>
<tr>
<th>Name</th><th>Type</th><th>Description</th><th>Required</th>
</tr>
</thead>
<tbody>
<tr>
<td><code>application_id</code></td>
<td><code>string</code></td>
<td style="vertical-align: top;">Client ID</td>
<td><code>true</code></td>
</tr>
<tr>
<td><code>client_secret</code></td>
<td><code>string</code></td>
<td style="vertical-align: top;">Client secret</td>
<td><code>true</code></td>
</tr>
</tbody>
</table>



#### Example

```json
{
  "name": "Sage Intacct connection",
  "type": "sage_intacct",
  "configuration": {
    "auth_method": "",
    "oauth_refresh_token": "dasfdasz62px8lqeoakuea2ccl4rxm13i6tbyorxhu1i20kc8ruvksmzxq"
  }
}
```

## Model Sync
### Source
#### Configuration
<table>
<thead>
<tr>
<th>Name</th><th>Type</th><th>Description</th><th>Required</th>
</tr>
</thead>
<tbody>
<tr>
<td><code>object</code></td>
<td><code>string</code></td>
<td style="vertical-align: top;">Object</td>
<td><code>true</code></td>
</tr>
</tbody>
</table>


#### Example
```json
{
  ...
  "configuration": {
    "object": "object"
  }
}
```






## Bulk Sync
### Source
Sage Intacct connections may be used as a bulk sync source. No additional configuration options are required.