Custom Fields - Sage Intacct Data Target Requirements

DataBlend supports sending data into Sage Intacct custom fields for various objects for both the header and detail level. Not all Sage Intacct data targets will support customer fields, please reference the below chart for more details about which objects are supported.

How To:

When sending data into a Sage Intacct custom field, the object ID to be used in the query must have a prefix added to it:

Header level fields will require custom.batch. prepended to the custom field’s object ID.

Detail level fields will require custom.entry. prepended to the custom field’s object ID.

 

Examples:

  • A standard object would look like this: CUSTOMERNAME

  • A custom field that is at the header level of the AP Bill object, may have an object ID of VENDOR_INTERNAL_ID.

    • The query in DataBlend should look like this: custom.batch.VENDOR_INTERNAL_ID

Things to Consider:

  • Custom fields must be added and exist within Sage Intacct prior to sending data into them from DataBlend

  • The data from DataBlend must align with the accepted values of the field

    • Example: If the field is a checkbox, DataBlend must send in true or false, all other values would not be accepted

  • Custom Dimensions: These would follow a similar format as custom fields when sending in to the data target (custom.batch.[name] and custom.entry.[name]) but the ID for the dimension is the value to send in. The name may have a prefix like "gldim"; for example, gldimprimarystatus. If at header level, you would send this as custom.batch.gldimprimarystatus. You can collect custom dimensions as you would any other dimension like department or project by searching for the dimension name in the collector object and then excluding RECORDNO from the collected fields (this will cause an error). 

Supported Fields:

Table Name

 

Header Supported

 

Detail Supported

 

Notes

 

*AP Adjustments

Yes

Yes

*Prefix to be added for header versus detail level object is flipped for AP Adjustments (i.e. use custom.entry. for detail level fields and custom.batch. for header level fields)

AP Bills

Yes

Yes

 

*AR Adjustments

 

Yes

*Prefix to be added for header versus detail level object is flipped for AR Adjustments (i.e. use custom.entry. for detail level fields and custom.batch. for header level fields)

AR Payments

 

 

Custom fields are not supported by Sage Intacct’s API

Contacts

 

 

Custom fields are not supported by Sage Intacct’s API

Customers

 

Yes

All fields are considered “Detail”

Employees

 

Yes

All fields are considered “Detail”

Expense Reports

Yes

Yes

 

GL Budgets

 

 

Custom fields are not supported by Sage Intacct’s API

AR Invoices

Yes

Yes

 

Items

 

Yes

All fields are considered “Detail”

Journal Entries

Yes

Yes

 

Locations

 

Yes

All fields are considered “Detail”

Order Entry Transactions

Yes

Yes

For DOCUMENTNO field to autogenerate in Intacct, leave it blank in the query and add REFERENCENO in Group by in Data Target. If REFERENCENO is null, add Customer,Date,Project to Group by field.

AR Payments

 

 

Custom fields are not supported by Sage Intacct’s API

Projects

 

Yes

All fields are considered “Detail”

Project Observed Percent Complete

 

 

Custom fields are not supported by Sage Intacct’s API

Tasks

 

Yes

All fields are considered “Detail”

Timesheets

 

 

Not Currently Support

Vendors

 

Yes

All fields are considered “Detail”

Purchasing Transactions

Yes

Yes

 

Contracts

 

Yes

All fields are considered “Detail”

Contract Lines

 

Yes

All fields are considered “Detail”

Other Receipts

Yes

Yes