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.

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`)
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)
ARACCOUNT	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)
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
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.
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.
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.
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)
ISOCOUNTRYCODE	ISOCOUNTRYCODE	ISO country code	Optional	When ISO country codes are enabled in a company, both `COUNTRY` and `ISOCOUNTRYCODE` must be provided.
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
OEINVOICEPRINTTEMPLATEID	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)
PREFIX	PREFIX	Prefix	Optional	Expected value is free text (15)
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)
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

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.