Sage Intacct

This documentation describes the technical integration between Zudello and Sage Intacct. The integration provides bidirectional data synchronization for master data and comprehensive transaction processing through REST API connectivity.

Integration Capabilities

• Bidirectional Data Sync - Master data and transactions flow in both directions
• REST API Integration - Direct API connectivity with OAuth authentication
• Comprehensive Entity Coverage - 50+ entity types including AP, AR, GL, and project data
• Transaction Integrity - Atomic operations with rollback on API failures

Integration Directions

Inbound (Sage Intacct → Zudello)

Synchronizes master data and transactions from Sage Intacct to Zudello via REST API calls.

Outbound (Zudello → Sage Intacct)

Creates transactions and entities in Sage Intacct from processed data in Zudello via REST API calls.

Integration Points

Inbound Data Flow (Sage Intacct → Zudello)

• Master Data: Account Groups, Accounts, Accounting Periods, AP/AR Terms, Cost Centres, Cost Types, Customers, Departments, Employees, Items, Locations, Projects, Subsidiaries, Tax Rates, Units of Measure, Suppliers
• Transactions: AP Bills, AR Adjustments, AR Invoices, Purchase Orders, Purchase Invoices, Purchase Credit Notes

Outbound Data Flow (Zudello → Sage Intacct)

• Master Data: Suppliers
• Transactions: AP Adjustments, AP Bills, AP Credits, AR Invoices, AR Payments, Expense Reimbursements, Journal Entries, Purchase Orders, Purchase Receipts

Data Flow Summary

Data Entity	Sage Intacct Entity	Sage Intacct → Zudello	Zudello → Sage Intacct
Parties
Customer	Customer	✅
Employee	Employee (from Vendor)	✅
Supplier	Vendor		✅
Supplier Group	Vendor Group	✅
Supplier Category	Vendor Type	✅
Financials
Account	Account	✅
Account Group	Account Group	✅
Accounting Period	Reporting Period	✅
AP Terms	AP Term	✅
AR Terms	AR Term	✅
Tax Rate	Tax Detail	✅
Tax Solution	Tax Solution	✅
Operational
Cost Centre	Class	✅
Cost Type	Cost Type	✅
Department	Department	✅
Item	Item	✅
Item Group	Item Group	✅
Location	Location	✅
Prepaid Expense Class	Prepaid Expense Class	✅
Product Line	Product Line	✅
Project	Project	✅
Project Group	Project Group	✅
Project Task	Project Task	✅
Subsidiary	Entity	✅
Unit of Measure	Unit of Measure	✅
Warehouse	Warehouse	✅
Zone	Zone	✅
Transactions
AP Bill	AP Bill	✅	✅
AP Credit	Vendor Credit		✅
AP Adjustment	AP Adjustment		✅
AR Invoice	AR Invoice	✅	✅
AR Adjustment	AR Adjustment	✅
AR Payment	AR Payment		✅
Expense Reimbursement	Expense Report		✅
Journal Entry	Journal Entry		✅
Purchase Order	Purchase Order	✅	✅
Purchase Invoice	Purchase Invoice	✅
Purchase Credit Note	Purchase Credit Note	✅
Purchase Receipt	Purchase Receipt		✅
Purchase Order Closeout	Purchase Order Closeout		✅

Technical Details

API Type: REST API
Authentication: OAuth 2.0
Data Format: JSON
Sync Method: Real-time and scheduled batch processing

Detail Pages

Inbound Integration Details (Sage Intacct → Zudello)

• Account Groups
• Accounts
• Accounting Periods
• AP Bills
• AP Terms
• AR Adjustments
• AR Invoices
• AR Terms
• Cost Centres (Classes)
• Cost Types
• Customer Categories
• Customer Groups
• Customers
• Departments
• Employees
• Item Groups
• Items
• Locations
• Prepaid Expense Classes
• Product Lines
• Project Groups
• Project Tasks
• Projects
• Purchase Credit Notes
• Purchase Invoices
• Purchase Orders
• Subsidiaries
• Tax Rates
• Tax Solutions
• Units of Measure
• Vendor Groups
• Vendor Types
• Warehouses
• Zones

Outbound Integration Details (Zudello → Sage Intacct)

• AP Adjustments
• AP Bills
• AP Credits
• AR Invoices
• AR Payments
• Expense Reimbursements
• Journal Entries
• Purchase Order Closeouts
• Purchase Orders
• Purchase Receipts
• Vendor Records