Project - Sage Intacct REST Data Target Requirements
DataBlend supports the standard API calls (non-legacy) to Create, Update and Delete Project 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.
Projects enable services companies to automate many of the functions of project management.
| DataBlend Query Object (SDK) | Sage Intacct Object (API) | Sage Intacct UI Name | Required | Notes |
| id | id | Project ID | Yes, for Create | User-assigned Project ID. Required on Create; immutable after creation. |
| name | name | Project 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. |
| actualamount | actualAmount | Actual Amount | ||
| billingovermax | billingOverMax | Billing Over Max | ||
| billingtype | billingType | Billing Type | ||
| category | category | Project Category | ||
| contractamount | contractAmount | Contract Amount | Expected value is decimal. | |
| description | description | Description | Expected value is free text. | |
| documentnumber | documentNumber | Reference Number | ||
| enddate | endDate | End Date | Format: mm/dd/yyyy. |
|
| excludeexpenses | excludeExpenses | Exclude Expenses | Use true or false. |
|
| excludefromwipschedule | excludeFromWipSchedule | Exclude From WIP Schedule | Use true or false. |
|
| invoicecurrency | invoiceCurrency | Invoice Currency Override | Expected value is free text. | |
| invoicemessage | invoiceMessage | Invoice Message | Expected value is free text. | |
| invoicewithparent | invoiceWithParent | Invoice With Parent | Use true or false. (Default: false) |
|
| isbillableemployeeexpense | isBillableEmployeeExpense | Billable Employee Expenses | Use true or false. (Default: false) |
|
| isbillablepurchasingapexpense | isBillablePurchasingApExpense | Billable AP / PO | Use true or false. (Default: false) |
|
| projectcurrency | projectCurrency | Project Currency | Expected value is free text. | |
| purchaseorderamount | purchaseOrderAmount | Purchase Order Amount | Expected value is decimal. | |
| purchaseordernumber | purchaseOrderNumber | Purchase Order Number | Expected value is free text. | |
| purchasequotenumber | purchaseQuoteNumber | Purchase Quote Number | Expected value is free text. | |
| salesordernumber | salesOrderNumber | Sales Order Number | Expected value is free text. | |
| startdate | startDate | Begin Date | Format: mm/dd/yyyy. |
|
| status | status | Status | Use active or inactive. |
|
| target_entity | target_entity | Target Entity | Target entity ID for multi-entity companies. Leave blank for top-level/root. | |
| userrestrictions | userRestrictions | Timesheet and Expense User Restrictions | Expected value is free text. |
Optional: Related Fields
| DataBlend Query Object (SDK) | Sage Intacct Object (API) | Sage Intacct UI Name | Notes |
| attachmentid | attachment.id | Attachment ID | |
| attachmentkey | attachment.key | Attachment Key | |
| cipassetid | cipAsset.id | CIP Asset ID | |
| cipassetkey | cipAsset.key | CIP Asset Key | |
| classid | class.id | Class ID | |
| classkey | class.key | Class Key | |
| contactsbilltoid | contacts.billTo.id | Bill-To Contact ID | |
| contactsbilltokey | contacts.billTo.key | Bill-To Contact Key | |
| 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 | |
| customerid | customer.id | Customer ID | |
| customerkey | customer.key | Customer Key | |
| customeruserid | customerUser.id | External User ID | |
| customeruserkey | customerUser.key | External User Key | |
| departmentid | department.id | Department ID | Expected value is free text. |
| departmentkey | department.key | Department Key | |
| glbudgetid | glBudget.id | GL Budget ID | |
| glbudgetkey | glBudget.key | GL Budget Key | |
| locationid | location.id | Location ID | Expected value is free text. |
| locationkey | location.key | Location Key | |
| managerid | manager.id | Project Manager ID | Project manager employee ID. Expected value is free text. |
| managerkey | manager.key | Project Manager Key | |
| multientitylocationid | multiEntityLocation.id | Multi-Entity Location ID | |
| multientitylocationkey | multiEntityLocation.key | Multi-Entity Location Key | |
| parentid | parent.id | Parent Project ID | |
| parentkey | parent.key | Parent Project Key | |
| paymenttermid | paymentTerm.id | Payment Term ID | |
| paymenttermkey | paymentTerm.key | Payment Term Key | |
| projectstatusid | projectStatus.id | Project Status ID | |
| projectstatuskey | projectStatus.key | Project Status Key | |
| projecttypeid | projectType.id | Project Type ID | |
| projecttypekey | projectType.key | Project Type Key | |
| salescontactid | salesContact.id | Sales Contact ID | |
| salescontactkey | salesContact.key | Sales Contact Key | |
| taxscheduleid | taxSchedule.id | Tax Schedule ID | |
| taxschedulekey | taxSchedule.key | Tax Schedule Key | |
| taxsolutionid | taxSolution.id | Tax Solution ID | Required for multi-jurisdiction companies. |
| taxsolutionkey | taxSolution.key | Tax Solution Key | |
| wipscheduleprojectid | wipScheduleProject.id | WIP Schedule Project ID | |
| wipscheduleprojectkey | wipScheduleProject.key | WIP Schedule Project Key |
Optional: Budget Fields
| DataBlend Query Object (SDK) | Sage Intacct Object (API) | Sage Intacct UI Name | Notes |
| budgetbillingamount | budget.billingAmount | Budgeted Billing Amount | Expected value is decimal. |
| budgetbudgetedcost | budget.budgetedCost | Budgeted Cost | Expected value is decimal. |
| budgetbudgetedduration | budget.budgetedDuration | Budgeted Duration (Hours) | Expected value is decimal. |
Optional: Rates & Pricing Fields
| DataBlend Query Object (SDK) | Sage Intacct Object (API) | Sage Intacct UI Name | Notes |
| ratesandpricingdefaultrate | ratesAndPricing.defaultRate | Default Rate | Expected value is decimal. |
| ratesandpricingexpensemarkup | ratesAndPricing.expenseMarkup | Default Expense Rate / Fee % | Expected value is decimal. |
| ratesandpricingexpensepricing | ratesAndPricing.expensePricing | Expense Pricing Option | Expected value is free text. |
| ratesandpricinglabormarkup | ratesAndPricing.laborMarkup | Default Labor Rate / Fee % | Expected value is decimal. |
| ratesandpricinglaborpricing | ratesAndPricing.laborPricing | Labor Pricing Option | Expected value is free text. |
Optional: Schedule Details Fields
| DataBlend Query Object (SDK) | Sage Intacct Object (API) | Sage Intacct UI Name | Notes |
| scheduledetailsactualcompletiondate | scheduleDetails.actualCompletionDate | Actual Completion Date | Format: mm/dd/yyyy. |
| scheduledetailsactualstartdate | scheduleDetails.actualStartDate | Actual Start Date | Format: mm/dd/yyyy. |
| scheduledetailsexecutedondate | scheduleDetails.executedOnDate | Executed On Date | Format: mm/dd/yyyy. |
| scheduledetailsnoticetoproceeddate | scheduleDetails.noticeToProceedDate | Notice to Proceed Date | Format: mm/dd/yyyy. |
| scheduledetailsresponseduedate | scheduleDetails.responseDueDate | Response Due Date | Format: mm/dd/yyyy. |
| scheduledetailsrevisedcompletiondate | scheduleDetails.revisedCompletionDate | Revised Completion Date | Format: mm/dd/yyyy. |
| scheduledetailsscheduledcompletiondate | scheduleDetails.scheduledCompletionDate | Scheduled Completion Date | Format: mm/dd/yyyy. |
| scheduledetailsscheduledstartdate | scheduleDetails.scheduledStartDate | Scheduled Start Date | Format: mm/dd/yyyy. |
| scheduledetailsscheduleimpactnotes | scheduleDetails.scheduleImpactNotes | Schedule Impact Notes | Expected value is free text. |
| scheduledetailssubstantialcompletiondate | scheduleDetails.substantialCompletionDate | Substantial Completion Date | Format: mm/dd/yyyy. |
Optional: Scope Details Fields
| DataBlend Query Object (SDK) | Sage Intacct Object (API) | Sage Intacct UI Name | Notes |
| scopedetailsexclusions | scopeDetails.exclusions | Exclusions | Expected value is free text. |
| scopedetailsinclusions | scopeDetails.inclusions | Inclusions | Expected value is free text. |
| scopedetailsscope | scopeDetails.scope | Scope | Expected value is free text. |
| scopedetailsterms | scopeDetails.terms | Terms | Expected value is free text. |
Optional: Grant Fields
| DataBlend Query Object (SDK) | Sage Intacct Object (API) | Sage Intacct UI Name | Notes |
| grantagency | grant.agency | Grant Agency | |
| grantaln | grant.aln | Grant ALN | |
| grantassistancetype | grant.assistanceType | Grant Assistance Type | |
| grantfundedprojectname | grant.fundedProjectName | Funded Project Name | |
| grantistimesatisfactionscheduled | grant.isTimeSatisfactionScheduled | Is Time Satisfaction Scheduled | Use true or false. |
| grantotherid | grant.otherId | Grant Other ID | |
| grantpayer | grant.payer | Grant Payer | |
| grantrestrictionexpirationdate | grant.restrictionExpirationDate | Restriction Expiration Date | Format: mm/dd/yyyy. |
| grantrestrictionexpiry | grant.restrictionExpiry | Restriction Expiry | |
| grantrevenuerestriction | grant.revenueRestriction | Revenue Restriction |
Optional: Custom Fields
| DataBlend Query Object (SDK) | Sage Intacct Object (API) | Sage Intacct UI Name | Notes |
| custom.entry | custom.entry | Custom Fields | Custom fields applied to the project. Suffix with .<fieldName> per custom field. |
For more information, visit Projects · Intacct (1) · Sage Intacct · Developer Portal.