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Customers - Sage Intacct Data Target Requirements

DataBlend supports the standard API calls (non-legacy) to Create and Update customer records within Sage Intacct leveraging the Sage Intacct SDK. In addition, Custom Fields can be added for data that is unique to your business practices. For more information, see https://developer.intacct.com/api/accounts-receivable/customers/#create-customer.

DataBlend Query Object (SDK) Sage Intacct Object (API) Sage Intacct UI Name Required Notes
RECORDNO RECORDNO Record Number Yes, leave blank for Create. Required for Get, Update and Delete customer if not using customer ID. Expected value is integer
ACTIVE STATUS Status Optional Text. Use true for Active or false for Inactive (Default: true)
ACCOUNTLABEL ACCOUNTLABEL Account label Optional GL account label
ADDRESS1 ADDRESS1 Address line 1 Optional Expected value is free text (255)
ADDRESS2 ADDRESS2 Address line 2 Optional Expected value is free text (255)
ADDRESS3 ADDRESS3 Address line 3 Optional Expected value is free text (255)
ATTACHMENTSID SUPDOCID Attachment Optional Attachments ID. Expected value is free text (20)
DEFAULTREVGLACCOUNTNO ARACCOUNT Default revenue account Optional Expected value is free text
ADVBILLBY ADVBILLBY Bill in advance Optional Expected value is integer
ADVBILLBYTYPE ADVBILLBYTYPE before contract start date Optional Expected value is free text
ARINVOICEPRINTTEMPLATEID ARINVOICEPRINTTEMPLATEID AR invoice printing template Optional Expected value is free text
BILLTOCONTACTNAME BILLTO Bill to contact Optional Object. If blank, system will use DISPLAYCONTACT. See CONTACTINFO section below for more info.
CATEGORYNAME CATEGORYNAME Contact category Yes/No No in DISPLAYCONTACT object / Required in CONTACT_LIST_INFO and CUSTOMERENTITUTCONTACTS. Contact category, such as work, home, and so forth.
CELLPHONE CELLPHONE Mobile phone Optional Cellular phone number. Expected value is free text (30)
CITY CITY City Optional Expected value is free text (80)
COMMENTS COMMENTS Comments Optional Expected value is free text (200)
COMPANYNAME COMPANYNAME Company name Optional Expected value is free text (200)
CONTACTNAME CONTACTNAME Customer name Yes/Optional Optional in DISPLAYCONTACT object / Required in CONTACTINFO, BILLTO and SHIPTO objects. If left blank, system will create the name as [NAME](C[CUSTOMERID]). Expected value is free text (200). See CONTACTINFO section below for more info.
CONTACT_LIST_INFO CONTACT_LIST_INFO Contact list Optional Alternative to CUSTOMERCONTACTS. Multiple individual CONTACT_LIST_INFO elements may be passed. If this parameter and CUSTOMERCONTACTS are both provided, CUSTOMERCONTACTS is used. If neither are provided, any values supplied for other contacts (Primary, Bill to, or Ship to) are used to create a contact list. See CONTACTINFO section below for more info.
COUNTRY COUNTRY Country Optional Expected value is free text (60). 

Field is required in the query to update ISOCOUNTRYCODE but COUNTRY can be left blank.
CREDITLIMIT CREDITLIMIT Credit limit Optional Expected value is decimal
CUSTMESSAGEID CUSTMESSAGEID Default customer message Optional Expected value is free text
CUSTOMERCONTACTS CUSTOMERCONTACTS Contact list Optional Alternative to CONTACT_LIST_INFO). If this parameter and CONTACT_LIST_INFO are both provided, CUSTOMERCONTACTS is used. If neither are provided, any values supplied for other contacts (Primary, Bill to, or Ship to) are used to create a contact list.
CUSTOMERID CUSTOMERID Customer ID Yes/Optional Unique ID for the customer. Record Name. Required if company does not use document sequencing, or you can provide a value to use instead of the document sequence value. Required for Get, Update and Delete if not using RECORDNO. Leave blank if autonumbering is on
CUSTOMERNAME NAME Customer name Yes Expected value is free text
CUSTOMERTYPEID CUSTTYPE Customer type ID Optional Expected value is free text
DATEVID DATEVID Date Optional  
DEFAULTCURRENCY CURRENCY Default currency Optional Default currency code. Expected value is free text (12)
DEFAULTINVOICEMESSAGE CUSTMESSAGEID Default customer message Optional Expected value is free text
DEFAULTREVGLACCOUNTNO ARACCOUNT Default revenue account Optional Expected value is free text
DELIVERYMETHOD DELIVERY_OPTIONS Delivery options Optional Delivery method. Use either Print, E-Mail, or Print#~#E-Mail for both. If using E-Mail, the customer contact must have a valid e-mail address.
DISCOUNT DISCOUNT Discount Optional  
DISPLAYCONTACT DISPLAYCONTACT Contact info Yes Object
DOCPARID DOCPARID Transaction definition No/Optional Transaction definition that will use this email template. Applicable only for Order Entry, Purchasing, and Contract email templates.
ELECTRONICADDRESS ELECTRONICADDRESS Electronic address Optional  
EMAILADDRESS1 EMAIL1 Email address Optional Primary email address. Expected value is free text (200)
EMAILADDRESS2 EMAIL2 Secondary email address Optional Secondary email address. Expected value is free text (200)
EMAILOPTIN EMAILOPTIN Accepts emailed invoices Optional Check box. Use false for No, true for Yes. Applicable only for companies configured for South Africa (ZA) VAT.
EMAILTEMPLATE_NAME EMAILTEMPLATENAME Email template Optional Name of the email template. Expected value is free text.
EMAILTEMPLATE_RECORDNO     Optional Record number of the email template.
ENABLEONLINECARDPAYMENT ENABLEONLINECARDPAYMENT Enable online card payment Optional  
ENABLEONLINEACHPAYMENT ENABLEONLINEACHPAYMENT Enable online ACH payment Optional  
FAX FAX Fax Optional Expected value is free text (30)
FIRSTNAME FIRSTNAME First name Optional Expected value is free text (40)
GLGROUPNAME GLGROUP GL group Optional Expected value is free text
EXCLUDEDFROMCONTACTLIST HIDEDISPLAYCONTACT Exclude from contact list Optional Check box. Use false for No, true for Yes. (Default: false)
MIDDLENAME INITIAL Middle name Optional Expected value is free text (40)
COUNTRYCODE ISOCOUNTRYCODE ISO country code Optional 2-Digit ISO Code is expected. When ISO country codes are enabled in a company, both COUNTRY and ISOCOUNTRYCODE must be included in the query.
LASTNAME LASTNAME Last name Optional Expected value is free text (40)
MAILADDRESS MAILADDRESS Mail address Optional Object
OEADJPRINTTEMPLATEID OEADJPRINTTEMPLATEID Order entry - Adjustment printing template Optional Expected value is free text
PRINTOPTIONOEINVOICETEMPLATE OEINVOICEPRINTTEMPLATEID Order entry - Invoice printing template Optional Expected value is free text
OELISTPRINTTEMPLATEID OELISTPRINTTEMPLATEID Order entry - List printing template Optional Expected value is free text
OEORDERPRINTTEMPLATEID OEORDERPRINTTEMPLATEID Order entry - Order printing template Optional Expected value is free text
OEOTHERPRINTTEMPLATEID OEOTHERPRINTTEMPLATEID Order entry - Other printing template Optional Expected value is free text
OEQUOTEPRINTTEMPLATEID OEQUOTEPRINTTEMPLATEID Order entry - Quote printing template Optional Expected value is free text
OFFSETARGLACCOUNTNO OFFSETGLACCOUNTNO AR account Optional Offset AR GL account number. Expected value is free text
ONHOLD ONHOLD On hold Optional Check box. Use false for No, true for Yes. (Default: false)
ONETIME ONETIME One-time use Optional Check box. Use false for No, true for Yes. (Default: false)
PAGER PAGER Pager Optional Expected value is free text (30)
PARENTCUSTOMERID PARENTID Parent customer Optional Parent customer ID. Expected value is free text
PHONE1 PHONE1 Phone number Optional Primary phone number. Expected value is free text (30)
PHONE2 PHONE2 Phone 2 Optional Secondary phone number. Expected value is free text (30)
PRCLST_OVERRIDE PRCLST_OVERRIDE Price list override Optional C = Customer
B = Billing
S = Shipping contact
PREFIX PREFIX Prefix Optional Expected value is free text (15)
PRICELIST PRICELIST Price List Optional  
PRICESCHEDULE PRICESCHEDULE Price schedule Optional  
PRIMARYCONTACTNAME CONTACTINFO Primary contact Optional Object. If blank system will use DISPLAYCONTACT.
PRINTAS PRINTAS Print as Optional Expected value is free text (200)
RESALENUMBER RESALENO Resale number Optional Expected value is free text (20)
RESTRICTEDDEPARTMENTS RESTRICTEDDEPARTMENTS Restricted department Optional Restricted department IDs. Use if OBJECTRESTRICTION is Restricted. Implode multiple IDs with #~#.
RESTRICTEDLOCATIONS RESTRICTEDLOCATIONS Restricted location Optional Restricted location IDs. Use if OBJECTRESTRICTION is Restricted. Implode multiple IDs with #~#.
RESTRICTIONTYPE OBJECTRESTRICTION OBJECTRESTRICTION Optional Object. Restriction type. Use Unrestricted, RootOnly, or Restricted. (Default Unrestricted)
RETAINAGEPERCENTAGE RETAINAGEPERCENTAGE Default retainage percentage Optional Default retainage percentage for customers. Expected value is numeric
SALESREPEMPLOYEEID CUSTREPID Customer rep Optional Sales rep employee ID. Expected value is free text
SHIPPINGMETHOD SHIPPINGMETHOD Shipping method Optional Expected value is free text
SHIPTOCONTACTNAME SHIPTO Ship to contact Optional Object. If blank, system will use DISPLAYCONTACT. See CONTACTINFO section below for more info.
STATE STATE State/Territory Optional Expected value is free text (40)
SUBSCRIPTIONENDDATE SUBSCRIPTIONENDDATE Subscription end date Optional  
TAXABLE TAXABLE Taxable Optional Check box. Use false for No, true for Yes. (Default: true)
TAXGROUP TAXGROUP Tax group Optional Expected value is free text.
TAXID TAXID Tax ID Optional Expected value is free text (20)
TAXSCHEDULE TAXSCHEDULE Default tax schedule Optional You can assign a default tax schedule for a customer contact. When you create an AR transaction, the tax details from the assigned schedule are used as the default for the AR line entry. The tax details can be overridden through the UI
TAXSOLUTIONID TAXSOLUTIONID Tax solution Optional Tax solution name, such as United Kingdom - VAT or Australia - GST. Required only if the company is configured for multiple tax jurisdictions and the transaction is occurring at the top level of the company. The available tax solution names can be found in the Sage Intacct UI in the Taxes application from the top level of a multi-entity company. (GB, AU, and ZA only). Expected value is free text
PAYMENTTERM TERMNAME Term Optional Payment term. Expected value is free text (40)
TERRITORYID TERRITORYID Territory ID Optional Expected value is free text
URL1 URL1 URL Optional Primary URL. Expected value is free text (200)
URL2 URL2 URL 2 Optional Secondary URL. Expected value is free text (200)
POSTALCODE ZIP Zip code/Post code Optional Zip or Postal Code
LATITUDE LATITUDE Latitude Optional Optional in DISPLAYCONTACT object.
LONGITUDE LONGITUDE Longitude Optional Optional in DISPLAYCONTACT object.
VSOEPRICELIST VSOEPRICELIST VSOE price list Optional Name of a vendor-specific Order Entry price list
 
CONTACTINFO

DataBlend Query Object (SDK)

Sage Intacct Object (API)

 

Sage Intacct UI Name

 

Required

 

Notes

 
contactinfo_entry_1_label     Required Label for the Contact. Expected value is free text, for ex. Billing Contact1
contactinfo_entry_1_contact CONTACTNAME   Required Primary, Bill-to or Ship-to Contact Name
contactinfo_entry_1_role     Required Use primary, billto or shipto

Note: You can add more CONTACTINFO records giving them the next number in the sequence. For example, the second contact would require adding contactinfo_entry_2_label, contactinfo_entry_2_contact, and contactinfo_entry_2_role fields.