Entity - Sage Intacct REST Data Target Requirements
DataBlend supports the standard API calls (non-legacy) to Create, Update, and Delete Entity records within Sage Intacct leveraging the Sage Intacct REST API. In addition, Custom Fields can be added for data that is unique to your business practices.
In a multi-entity shared company, entities represent a separate tax identification or a separately secured, fully balancing set of books. Entities typically represent divisions, franchises, affiliates, associations, locations, chapters, self-balancing funds or subsidiaries, with a shared chart of accounts.
| DataBlend Query Object (SDK) | Sage Intacct Object (API) | Sage Intacct UI Name | Required | Notes |
| id | id | Entity ID | Yes, for Create | User-assigned Entity ID. Required on Create; immutable after creation. |
| name | name | Entity Name | Yes | Required on Create and Update. |
| key | key | Record Key | Yes, for Update/Delete | System-assigned record key (RECORDNO). Required for Update and Delete if not using id. |
| accountingtype | accountingType | Accounting Type | ||
| basecurrencyid | baseCurrency.id | Base Currency ID | ||
| basecurrencykey | baseCurrency.key | Base Currency Key | ||
| businessdays | businessDays | Business Days | ||
| businessid | businessId | Business ID | Expected value is free text. | |
| customerid | customer.id | Customer ID | ||
| customerkey | customer.key | Customer Key | ||
| defaultcountryforaddresses | defaultCountryForAddresses | Default Country for Addresses | Expected value is free text. | |
| enableinterentityrelationships | enableInterEntityRelationships | Enable Inter-Entity Relationships | Use true or false. |
|
| enddate | endDate | End Date | Format: mm/dd/yyyy. |
|
| federalid | federalId | Federal ID | Expected value is free text. | |
| firstfiscalmonth | firstFiscalMonth | First Fiscal Month | Expected value is free text (e.g. January). | |
| firsttaxmonth | firstTaxMonth | First Tax Month | Expected value is free text (e.g. January). | |
| interentitypayableglaccountid | interEntityPayableGlAccount.id | Inter-Entity Payable GL Account ID | ||
| interentitypayableglaccountkey | interEntityPayableGlAccount.key | Inter-Entity Payable GL Account Key | ||
| interentityreceivableglaccountid | interEntityReceivableGlAccount.id | Inter-Entity Receivable GL Account ID | ||
| interentityreceivableglaccountkey | interEntityReceivableGlAccount.key | Inter-Entity Receivable GL Account Key | ||
| isdefaultpartialexempt | isDefaultPartialExempt | Is Default Partial Exempt | Use true or false. |
|
| islimitedentity | isLimitedEntity | Is Limited Entity | Use true or false. |
|
| ispartialexempt | isPartialExempt | Is Partial Exempt | Use true or false. |
|
| managerid | manager.id | Manager ID | ||
| managerkey | manager.key | Manager Key | ||
| openbooksstartdate | openBooksStartDate | Open Books Start Date | Format: mm/dd/yyyy. |
|
| operatingcountry | operatingCountry | Operating Country | Expected value is free text. | |
| startdate | startDate | Start Date | Format: mm/dd/yyyy. |
|
| status | status | Status | Use active or inactive. |
|
| statutoryreportingperioddate | statutoryReportingPeriodDate | Statutory Reporting Period Date | Format: mm/dd/yyyy. |
|
| target_entity | target_entity | Target Entity | Target entity ID for multi-entity companies. Leave blank for top-level/root. | |
| taxid | taxId | Tax ID | Expected value is free text. | |
| taxsolutionid | taxSolution.id | Tax Solution ID | Required for multi-jurisdiction companies. | |
| taxsolutionkey | taxSolution.key | Tax Solution Key | ||
| unrecoverabletaxaccountid | unrecoverableTaxAccount.id | Unrecoverable Tax Account ID | ||
| unrecoverabletaxaccountkey | unrecoverableTaxAccount.key | Unrecoverable Tax Account Key | ||
| vendorid | vendor.id | Vendor ID | ||
| vendorkey | vendor.key | Vendor Key | ||
| weekenddays | weekendDays | Weekend Days | ||
| weekstart | weekStart | Week Start | Expected value is free text (e.g. Sunday). |
Optional: Contacts Fields
| DataBlend Query Object (SDK) | Sage Intacct Object (API) | Sage Intacct UI Name | Notes |
| contactsprimaryid | contacts.primary.id | Primary Contact ID | |
| contactsprimarykey | contacts.primary.key | Primary Contact Key | |
| contactsshiptoid | contacts.shipTo.id | Ship To Contact ID | |
| contactsshiptokey | contacts.shipTo.key | Ship To Contact Key | |
| contactslegalcategory | contacts.legalCategory | Legal Category | |
| contactsmainactivity | contacts.mainActivity | Main Activity | |
| contactsregisteredcapital | contacts.registeredCapital | Registered Capital | Expected value is decimal. |
| contactstypeofcompany | contacts.typeOfCompany | Type of Company | |
| contactsvalueaddedtaxregime | contacts.valueAddedTaxRegime | Value Added Tax Regime |
Optional: Legal Contact Fields
| DataBlend Query Object (SDK) | Sage Intacct Object (API) | Sage Intacct UI Name | Notes |
| legalcontactname | legalContact.name | Legal Contact Name | Expected value is free text. |
| legalcontactaddress1 | legalContact.address.address1 | Legal Address Line 1 | Expected value is free text. |
| legalcontactaddress2 | legalContact.address.address2 | Legal Address Line 2 | Expected value is free text. |
| legalcontactaddress3 | legalContact.address.address3 | Legal Address Line 3 | Expected value is free text. |
| legalcontactcity | legalContact.address.city | Legal City | Expected value is free text. |
| legalcontactstate | legalContact.address.state | Legal State / Province | Expected value is free text. |
| legalcontactzipcode | legalContact.address.zipCode | Legal Zip / Postal Code | Expected value is free text. |
| legalcontactcountry | legalContact.address.country | Legal Country | Expected value is free text. |
| legalcontactcountrycode | legalContact.address.countryCode | Legal Country Code | ISO country code (e.g. US, GB). |
| legalcontactenableontaxforms | legalContact.enableOnTaxForms | Enable on Tax Forms | Use true or false. |
| legalcontactenableontpar | legalContact.enableOnTpar | Enable on TPAR | Use true or false. |
| legalcontacttparbranchnumber | legalContact.tpar.branchNumber | TPAR Branch Number | Expected value is free text. |
| legalcontacttparcontactname | legalContact.tpar.contact.name | TPAR Contact Name | Expected value is free text. |
| legalcontacttparcontactemail | legalContact.tpar.contact.email | TPAR Contact Email | Expected value is free text. |
| legalcontacttparcontactfax | legalContact.tpar.contact.fax | TPAR Contact Fax | Expected value is free text. |
| legalcontacttparcontactphone | legalContact.tpar.contact.phone | TPAR Contact Phone | Expected value is free text. |
Optional: Branding & Text Fields
| DataBlend Query Object (SDK) | Sage Intacct Object (API) | Sage Intacct UI Name | Notes |
| brandinglogo | branding.logo | Logo | Expected value is free text. |
| textscustomtitle | texts.customTitle | Custom Title | Expected value is free text. |
| textsfootnote | texts.footnote | Footnote | Expected value is free text. |
| textsmarketing | texts.marketing | Marketing Text | Expected value is free text. |
| textsmessage | texts.message | Message | Expected value is free text. |
| textsreportprintas | texts.reportPrintAs | Report Print As | Expected value is free text. |
Optional: Custom Fields
| DataBlend Query Object (SDK) | Sage Intacct Object (API) | Sage Intacct UI Name | Notes |
| custom.entry | custom.entry | Custom Line Fields | Custom fields applied to the entity. Suffix with .<fieldName> per custom field. |
For more information, visit Entities · Intacct (1) · Sage Intacct · Developer Portal.