Learnings from Working with Sage Intacct API

Sage Intacct is a very detailed Online Accounting and ERP platform. It targets midsize & large businesses. Likewise, Sage Intacct provides an XML-based API to its customers and developers. That can develop applications that integrate with other applications. Furthermore, Sage Intacct provides a very organized, detailed, and very secure API. We had a chance to work with Sage Intacct API recently. Below are the highlights of some unique and useful API features we observed.  

Secure API Access with Granular Control

Sage Intacct API does a great job in data security & access control. It is unlike other platforms we worked on in the past. Furthermore, Sage Intacct has a unique role for API data access named “Web Service User.” It will only allow access to Sage Intacct data via API when allotted to a user. Likewise, the user will not be able to login to Sage Intacct UI & will only be able to read/write data via Authenticated API calls. In addition, businesses with multiple locations or entities can also control which entity data they want to expose to the 3rd party integrations. 

Platform Services

The Platform Services of Sage Intacct API allows developers to create XML-based custom applications. They can install them within the Sage Intacct platform for the companies using Sage Intacct. The benefit of this service is that the integration user will need not leave the Sage Intacct UI. Moreover, they can access any custom feature developed by a 3rd party developer.

Custom Reports

The Custom Reports service allows developers to run queries on Sage Intacct data to generate reports. Those reports data get stored inside Sage Intacct. Users can refer & go through those reports whenever they want. In addition, that adds flexibility to organize massive data sets into intelligent custom reports. 

Smart Events

Smart events service is one of our favorites among all the other API features provided by Sage Intacct. As the name suggests, developers can generate triggers that can automatically launch the occurrence of certain events. Developers have the complete flexibility to define their events with XML. Furthermore, they can also define endpoints to which they want to send the data when the event gets triggered. Along with that, they can choose what data they want to send to that endpoint. This feature helped us a great deal to set up real-time data sync between multiple platforms. That is whenever specific events happened inside our customer’s Sage Intacct account. Certainly, Smart Events are webhooks on steroids.

Data Delivery Service 

The Data Delivery Service allows companies to extract massive amounts of data & sync it to any other cloud platform. This feature is handy if your company uses any external BI tool to analyze data. Other platforms may struggle with API rate limitations. On the other hand, Sage Intacct leaves no stone unturned to facilitate its customers even by including these remarkable features in their API.


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