Sage Intacct

Sage Intacct is a cloud financial management platform used to work with accounting and operational business objects through the Sage Intacct REST API.

The Flowgear Sage Intacct Node lets you run the current query and mutation surface through template-driven operations, OAuth-backed connections, and the embedded OpenAPI definition in a Workflow. Query responses stay business-payload-only, while mutation responses use the Flowgear object for default success or failure metadata.

Revision History

0.1.1.6 - Restored complete Order Entry line-item fields in designer templates and safely handled recursive allOf schemas.
0.1.1.4 - Corrected method templates and single-record return types.
0.1.1.2 - Split query and mutation actions into dedicated methods.
0.1.1.0 - Published the current V2 overhaul release.
0.1.0.0 - Completed the V2 overhaul with eager first-page or first-batch startup and lazy continuation.
0.1.0.37 - Aligned the V2 connector contract and public help article.
0.1.0.2 - Initial release.
0.1.0.9 - Improved OAuth connection handling.
0.1.0.10 - Improved error messages.
0.1.0.13 - Updated templates for the 13 February 2026 API release.
0.1.0.21 - Improved error messages.
0.1.0.23 - Corrected the Node name.
0.1.0.36 - Returned all fields for single-record queries and improved Query Service error messages.

Connection

The Connection uses OAuth 2.0 to authenticate requests to Sage Intacct.

Property Type Description
Client Id String Client ID for your Sage Intacct developer application.
Client Secret Masked Client secret for your Sage Intacct developer application.
Access Token Masked OAuth access token used to authorize API requests. This is populated when you connect your account.
Refresh Token Masked OAuth refresh token used to renew the access token. This is populated when you connect your account.

Setup Notes

  • Create a Sage Intacct developer application to obtain a client ID and client secret. Ensure that the application permits the offline_access scope so that Sage Intacct issues a refresh token.
  • Configure the application's redirect URI to match the Flowgear callback URL shown when you connect your account.
  • Ensure that the Sage Intacct account used for OAuth has permission to access the required objects, e.g. accounts receivable, general ledger, or dimensions.
  • If your Sage Intacct tenant restricts IP addresses, allow the Flowgear outbound IP ranges.

Methods

Use the template picker for each method to select a supported Sage Intacct operation. The selected template populates OperationId and the inputs required by that operation.

Get

Retrieves one record by its key. Get templates include only single-record operations and return the complete object supplied by Sage Intacct.

Parameter Type Description
Connection Connection Sage Intacct OAuth Connection.
OperationId String Identifier for the single-record operation selected from the templates.
Options Object Optional route and query values required by the selected operation, including the record key.
Return Type Description
Result Object Complete record returned by Sage Intacct.

List

Lists record references for the selected object. List templates include only collection operations.

Parameter Type Description
Connection Connection Sage Intacct OAuth Connection.
OperationId String Identifier for the collection operation selected from the templates.
Options Object Optional route and query values required by the selected operation.
Return Type Description
Result Array Stream of record references returned by Sage Intacct. Collection results typically include fields such as key, id, and href.

QueryService

Queries a Sage Intacct object and returns the selected fields. Templates are named Query Service - <Object> and populate the available fields from the object metadata.

The Node automatically retrieves subsequent pages in batches of up to 500 records.

Parameter Type Description
Connection Connection Sage Intacct OAuth Connection.
OperationId String Query Service operation identifier populated by the selected template.
Object String Sage Intacct object to query.
Fields String Comma-separated list of fields to return.
Filter String Optional OData-style filter expression.
CustomParameters Object Values for variables referenced in Filter. Each key must start with @.
Return Type Description
Result Array Stream of records containing the fields requested in Fields.

Create

Creates Sage Intacct records. The Node accepts a stream of request objects and sends them in batches of up to 500 items.

Parameter Type Description
Connection Connection Sage Intacct OAuth Connection.
OperationId String Identifier for the create operation selected from the templates.
Options Object Optional route and query values required by the selected operation.
Items Array Stream of records to create.
Return Type Description
Result Array One response for each input record, including provider fields and the normalized Flowgear object with IsSuccess, Message, and Request.

Update

Updates one Sage Intacct record. Select a template for a single-record PUT or PATCH operation.

Parameter Type Description
Connection Connection Sage Intacct OAuth Connection.
OperationId String Identifier for the update operation selected from the templates.
Options Object Optional route and query values required by the selected operation, including the record key.
Items Object Record values to update.
Return Type Description
Result Object The updated record response, including provider fields and the normalized Flowgear object with IsSuccess, Message, and Request.

Delete

Deletes one Sage Intacct record. Select a template for a single-record DELETE operation.

Parameter Type Description
Connection Connection Sage Intacct OAuth Connection.
OperationId String Identifier for the delete operation selected from the templates.
Options Object Route and query values that identify the record to delete.
Return Type Description
Result Object The delete response. Success or failure metadata is exposed through Flowgear.IsSuccess, Flowgear.Message, and Flowgear.Request. Failures can also include errorCode.

Usage Notes

  • Use the template picker in the designer to select the correct OperationId for the chosen method. Templates are filtered by operation category.
  • Query Service completes the first provider page while the Node invoke is awaited. Additional pages are fetched only as the Workflow consumes the response stream.
  • Create completes the first batch of up to 500 items while the Node invoke is awaited. Later batches are consumed lazily, and an empty connected input sends no provider request.
  • Empty query results remain an empty result set instead of being treated as an error.
  • When a provider query fails on the first call, the Node surfaces that error instead of masking it as an empty success.
  • Mutation responses echo the original input under Flowgear.Request.
  • Authentication failures are automatically detected. Refresh Token values are used when available to renew an expired or invalid Access Token. Otherwise, reconnect your account to renew credentials.
{
  "@customerName": "Acme",
  "@minimumAmount": 1000
}
  • Every variable used in Filter must have a matching CustomParameters key. Unused entries are ignored.
  • Mutation results contain Flowgear.IsSuccess and Flowgear.Message. Results for Create and Update also contain the corresponding input under Flowgear.Request.
  • A failed item in a Create batch does not stop later items from being processed. Check Flowgear.IsSuccess on each result.
  • The Refresh Token is used to renew an expired or invalid Access Token. Reconnect the account if the access token cannot be refreshed.