Exchange Rate Type - Sage Intacct REST Data Target Requirements

DataBlend supports the API calls to Create, Update and Delete Exchange Rate Types within Sage Intacct leveraging the Sage Intacct REST API. AutoUpsert is also available.

An exchange rate type groups exchange rates under a name, such as a custom rate type created for each day. Every exchange rate must belong to an exchange rate type that already exists in Sage Intacct, so create the type before you create exchange rates on it. To add exchange rates and rate lines to a type, see Exchange Rate and Exchange Rate Line - Sage Intacct Data Target Requirements.

Prerequisites

Multi-currency is enabled in Sage Intacct.
The Web Services user on the Sage Intacct REST credential has List, View, Add, Edit and Delete permissions on Exchange Rate Types.

Query Fields

DataBlend Query Object (SDK)	Sage Intacct Object (API)	Sage Intacct UI Name	Required	Notes
name	name	Name	Yes, for Create	At most 40 characters. Must be unique; Sage Intacct rejects a duplicate name. Slashes and spaces are allowed, for example `10/29/2026 EUR to USD`.
isdefault	isDefault	Default	Optional	Expected value is `true` or `false`. Setting `true` makes this the default type, and Sage Intacct clears the flag on the previous default.
key	key		Yes, for Update and Delete	System-assigned. Run a Sage Intacct REST collector on `objects/company-config/exchange-rate-type` and include at least the `key` and `name` fields.
target_entity			Optional	Entity to run in, for multi-entity companies.

Sage Intacct's id for this object is read-only and always equals key, so it is not a mappable field.

Check the "Sage Intacct UI Name" column against Company > Setup > Exchange Rate Types before publishing.

Actions

Action	Behavior
Create	Creates one exchange rate type per row and writes each new type's key to the run log.
Update	Updates the type identified by `key`. Only the columns mapped in the query change; other fields keep their current values.
Delete	Deletes the type identified by `key`. Sage Intacct won't delete a type that still has exchange rates, so delete those exchange rates first. Deleting an exchange rate also deletes its rate lines.
AutoUpsert	Updates rows that have a `key` and creates rows that don't. A row whose `key` column is present but blank is rejected with REST-1029. Use Create for new types, or leave the `key` column out of the query.Known issue DBLK-6750 (Development Complete). Drop the second sentence if the fix ships in the same release.

Notes

Using a new type in the same workflow: a data target can't pass values to later workflow steps. To create exchange rates on a type created earlier in the run, add a Sage Intacct REST collector step on exchange rate types after the Exchange Rate Type data target, then look up exchangeratetypeid by name in the Exchange Rate query.
Keys are reused: Sage Intacct reuses the keys of deleted types, so a key saved from an earlier run can later point to a different type. Look up keys by name when the workflow runs.
Errors: when Sage Intacct rejects a record (for example, a name over 40 characters, a duplicate name, or deleting a type that still has exchange rates), its message appears in the run log and the run fails. With Continue on Error on, the record is logged as a warning and the run continues.

To learn more about Sage Intacct REST API requirements, please visit Sage Intacct: Exchange rate types.