Recurring Invoices - Sage Intacct Data Target Requirements
DataBlend supports the API calls to create recurring invoices 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 |
| customerid | customerid | Customer ID | Yes | |
| transactiondate | datecreated | Transaction Date | Yes | Transaction date. Make this match Start date. |
| recordid | recordid | Record ID | Yes | Invoice sequence number. |
| paymentterm | termname | Payment Term | Yes | Maps to termname. Also accepts: termname. |
| transactionamount | amount | Transaction Amount | Yes | Maps to amount. Also accepts: amount. |
| docnumber | docnumber | Document Number | Document number. | |
| description | description | Description | ||
| contractid | contractid | Contract ID | Header-level contract ID. | |
| contractdesc | contractdesc | Contract Description | Header-level contract description. | |
| transactioncurrency | currency | Transaction Currency | Maps to currency. Also accepts: currency. | |
| exchangeratedate | exchratedate | Exchange Rate Date | Maps to exchratedate. Also accepts: exchratedate. | |
| exchangeratetype | exchratetype | Exchange Rate Type | Exchange rate type. Do not use if exchrate is set. (Leave blank to use Intacct Daily Rate) |
|
| exchangeratevalue | exchrate | Exchange Rate Value | Exchange rate value. Do not use if exchangeratetype is set. |
|
| attachmentsid | supdocid | Attachments ID | Maps to supdocid. Also accepts: supdocid. | |
| billtocontactname | billto | Bill To Contact Name | Also accepts: billto. | |
| shiptocontactname | shipto | Ship To Contact Name | Also accepts: shipto. | |
| taxsolutionid | taxsolutionid | Tax Solution ID |
Required for multi-jurisdiction companies. Tax solution name, such as |
|
| startdate | startdate | Start Date | Recurring schedule start date. | |
| ending | ending | Ending | Schedule end date or type. | |
| modenew | modenew | Repeat Mode | Repeat mode. Use None, Days, Weeks, Months, or Years. (Default: None) |
|
| interval | interval | Interval | Repeat interval. Required when Repeat mode is not set to None. |
|
| eom | eom | End of Month | End of month. Only used when Repeat mode is set to Months. Use either true or false. (Default: false) |
|
| status | status | Status | Status. Use active or inactive. (Default: active) |
|
| glaccountnumber | glaccountno | GL Account Number | GL account number. Also accepts: glaccountno. | |
| accountlabel | accountlabel | Account Label | Account label (alternative to glaccountnumber). | |
| memo | memo | Memo | ||
| locationid | locationid | Location ID | ||
| departmentid | departmentid | Department ID | ||
| projectid | projectid | Project ID | ||
| taskid | taskid | Task ID | ||
| costtypeid | costtypeid | Cost Type ID | ||
| vendorid | vendorid | Vendor ID | ||
| employeeid | employeeid | Employee ID | ||
| itemid | itemid | Item ID | ||
| classid | classid | Class ID | ||
| warehouseid | warehouseid | Warehouse ID | ||
| tax_detailid | detailid | Tax Detail ID | Tax entry detail ID. | |
| tax_trx_tax | trx_tax | Tax Transaction Tax | Tax entry transaction tax amount. | |
| recordno | recordno | Record Number | Used for delete action. | |
| target_entity | target_entity | Target Entity | Used with Post To Multiple Entities. |
To learn more about Sage Intacct API requirements, please visit https://developer.intacct.com/api/accounts-receivable/recurring-invoices/.