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, 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

auth_method

When auth_method is private_app

Example

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

Model Sync

Source

Configuration

Example

{
  ...
  "configuration": {
    "object": "object"
  }
}

Bulk Sync

Source

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