How to use the Sage Intacct Service Steps

This feature is accessible by adding a new connection, a source step or a destination step that connects to Sage Intacct. It is useful when sending or reading explicit data to/ from Sage Intacct. More functions can be done using the Sage Intacct Service step compared to the Sage Intacct step.

The below page is where you will fill your Sage Intacct credentials to establish a connection. This page is accessible by creating a connection in the solution or by creating a connection in the source or destination step.

Illustrated below is an image of the source step. To add a connection, click on the highlighted icon. Type the function you require in the Function field. You can either specify the function as an attribute or as a body. In this example, it is reading the data from a specific vendor using the Function Body option.

Illustrated below is an image of the destination step. In this example, the Function Attribute is used to create a billbatch. You can add an attribute by clicking on the highlighted icon and then clicking on the tick on the right of the attribute.

Below is the link to the API reference to use for the Sage Intacct Service steps:

API Reference | Sage Intacct Developer

Additional information:

Below is the link to the API reference to use for the Sage Intacct steps:

Sage Intacct SDK for Node.js | Sage Intacct Developer