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Overview

Before starting, make certain you authorize the platform to make changes in Intacct.

  • In your Intacct account, navigate to the Company tab.
  • Click “Company Info” and navigate to the Security tab.
  • Press Edit in the top right corner and scroll down to “Web Services Authorizations”.
  • Click the plus button, and enter azuquaMPP as the sender_id. Enter any description you want.
  1. Enter an Account Nickname. This should be unique, because if your team authorizes multiple accounts, you will be able to tell them apart.
  2. Enter your Intacct Company Id. This is located in the Company Info section of your Intacct Account.
  3. Enter your Username and Password.

    Events

    • New Customer

      Start FLO when a new Customer is created in Intacct

    • New Project

      New Project

      Runs a flo every time a new project is created in Intacct.

      Options:

      • There are no options

      Output:

      • Project

        • RecordNumber (text) : Record Number.
        • Project ID (text) : Project ID.
        • Name (text) : Project Name.
        • Description (text) : Project Description.
        • Currency (text) : Currency code.
        • Project Category (text) : Project category.
        • Project Status Key (text) : Project Status Key.
        • Project Status (text) : Project Status.
        • Prevent Timesheet (text)
        • Prevent Expense (text)
        • Prevent APPO (text)
        • Prevent Gen Invoice (text)
        • Status (text) : Either “active” or “inactive”.
        • Begin Date (text) : Begin date in format mm/dd/yyyy.
        • End Date (text) : End date in format mm/dd/yyyy.
        • Budget Amount (text) : Budgeted billing amount.
        • Contract Amount (text) : Contract amount.
        • Actual Amount (text) : Actual Amount.
        • Budget Quantity (text) : Budgeted duration.
        • Estimated Quantity (text) : Estimated Quantity.
        • Actual Quantity (text) : Actual Quantity.
        • Approved Quantity (text) : Approved Quantity.
        • Remaining Quantity (text) : Remaining Quantity.
        • Percent Complete (text) : Percent complete.
        • OBS Percent Complete (text) : OBS percent complete.
        • Billing Type (text) : Billing type.
        • Sales Order Number (text) : Sales order number.
        • Purchase Order Number (text) : Purchase order number.
        • Purchase Order Amount (text) : Purchase order amount.
        • Purchase Quote Number (text) : Purchase quote number.
        • SFDC Key (text)
        • Q Arrow Key (text)
        • OA Key (text)
        • Parent Key (text) : Parent key.
        • Parent ID (text) : Parent project ID.
        • Parent Name (text) : Parent project Name.
        • Invoice With Parent (text) : Invoice with parent. Use false for “No”, true for “Yes”. Default is false.
        • Customer Key (text) : Customer key.
        • Customer ID (text) : Customer ID.
        • Customer Name (text) : Customer Name.
        • Sales Contact Key (text) : Sales contact key.
        • Sales Contact ID (text) : Sales contact employee ID.
        • Sales Contact Name (text) : Sales contact employee name.
        • Project Type Key (text) : Project type key.
        • Project Type (text) : Project type.
        • Manager Key (text) : Manager Key.
        • Manager ID (text) : Project manager employee ID.
        • Manager Contact Name (text) : Project manager employee name.
        • Project Department Key (text) : Project Department Key.
        • Department ID (text) : Department ID.
        • Department Name (text) : Department Name.
        • Project Location Key (text) : Project location key.
        • Location ID (text) : Location ID.
        • Location Name (text) : Location name.
        • Terms Key (text) : Payment term key.
        • Term Name (text) : Payment term name.
        • Document Number (text) : Reference number.
        • Custom User Key (text) : External user key.
        • Custom User ID (text) : External user ID.
        • When Created (text) : Project create date and time.
        • When Modified (text) : Date and time the project was last modified.
        • Created By (text) : Employee ID of Creator.
        • Modified By (text) : Employee ID of Last Modifier.
        • Budgeted Cost (text) : Budgeted cost.
        • Class ID (text) : Class ID.
        • Class Name (text) : Class name.
        • Class Key (text) : Class Key.
        • User Restrictions (text) : User restrictions.
        • Billable EXP Default (text) : Billable employee expense. Use false for “No”, true for “Yes”. Defaults to false. Defaults to false.
        • Billable APPO Default (text) : Billable AP/purchasing. Use false for “No”, true for “Yes”. Defaults to false.
        • Budget ID (text) : GL budget ID.
        • Budget Key (text) : GL budget key.
        • Billing Rate (text) : Labor pricing default rate.
        • Billing Pricing (text) : Labor pricing option.
        • Expense Rate (text) : Expense pricing default rate.
        • Expense Pricing (text) : Expense pricing option.
        • POAP Rate (text) : AP/purchasing pricing default rate.
        • POAP Pricing (text) : AP/purchasing pricing option.
        • Contact Key (text) : Contact key.
        • Ship To Key (text) : Ship To Contact Key.
        • Bill To Key (text) : Bill To Contact Key.
        • Invoice Message (text) : Invoice Message.
        • Invoice Currency (text) : Invoice Currency.
        • Billing Over Max (text) : Billing Over Max.
        • Exclude Expenses (text) : Exclude Expenses.
        • Contract Key (text) : Contract ID.
        • Contract ID (text) : Contract ID.
        • Mega Entity Key (text) : Mega Entity Key.
        • Mega Entity ID (text) : Mega Entity ID.
        • Mega Entity Name (text) : Mega Entity Name.
      • Contact

        • Name (text) : Primary Contact Name.
      • Ship To Contact

        • Name (text) : Shipping Contact Name.
      • Bill To Contact

        • Name (text) : Billing Contact Name.
    • New Purchase Order

      Start FLO when a new Purchase Order is created in Intacct.

    • New Record

      Starts a FLO when a new record of the specified type is created in Intacct. Contains an optional filter to narrow down which records will trigger the FLO.

    • New Sales Order

      Start FLO when a new Sales Order is created in Intacct.

    • New Task

      New Task

      Runs a flo every time a new task is created in Intacct.

      Options:

      • There are no options

      Output:

      • Task

        • Record Number (text): Record Number.
        • Parent Key (text): Parent Key.
        • Name (text): Name.
        • Parent Task Name (text): Parent Task Name.
        • Item Key (text): Item Key.
        • Item ID (text): Item ID.
        • Item Name (text): Item Name.
        • P Begin Date (text): Project begin date in format mm/dd/yyyy.
        • P End Date (text): Project end date in format mm/dd/yyyy.
        • A Begin Date (text): A begin date in format mm/dd/yyyy.
        • A End Date (text): A end date in format mm/dd/yyyy.
        • Budget Quantity (text): Planned quantity.
        • Estimated Quantity (text): Estimated quantity.
        • Actual Quantity (text): Actual quantity.
        • Remaining Quantity (text): Remaining quantity.
        • Approved Quantity (text): Approved quantity.
        • Percent Complete (text): Percent complete.
        • OBS Percent Complete (text): OBS Percent Complete.
        • Description (text): Description.
        • Is Milestone (text): Milestone. Use false for No, true for Yes. (Default: false).
        • Utilized (text): Utilized. Use false for No, true for Yes. (Default: false).
        • Billable (text): Billable. Use false for No, true for Yes. (Default: false).
        • Task Nubmer (text): WBS code.
        • Priority (text): Priority.
        • Task Status (text): Task Status.
        • Time Type Key (text): Time Type Key.
        • Time Type Name (text): Time Type Name.
        • Class ID (text): Class ID.
        • Class Name (text): Class Name.
        • Class Key (text): Class Key.
        • When Created (text): When Created.
        • When Modified (text): When Modified.
        • Created By (text): Created By.
        • Modified By (text): Modified By.
        • Dependent On Key (text): Dependent on Key.
        • Dependent On Name (text): Dependent on Name.
        • Billable Budget Quantity (text): Billable Budget Quantity.
        • Billable Estimated Quantity (text): Billable Estimated Quantity.
        • Billable Actual Quanitity (text): Billable Actual Quantity.
        • Billable Approved Quanitity (text): Billable Approved Quantity.
      • Project

        • Project Key (text): Project Key.
        • Project ID (text): Project ID.
        • Project Name (text): Project Name.
        • Project Restrictions (text): Project Restrictions.
        • Project Begin Date (text): Project Begin Date.
        • Project End Date (text): Project End Date.
      • Customer

        • Customer Key (text): Customer Key.
        • Customer ID (text): Customer ID.
        • Customer Name (text): Customer Name.
    • New or Updated AR Invoice

      Start FLO when a AR Invoice is Updated in Intacct.

    • New or Updated Contact

      Start FLO when a new Contact is created in Intacct.

    • Updated Customer

      Start FLO when a Customer is updated in Intacct.

    • Updated Project

      Updated Project

      Runs a flo when a project is updated in Intacct.

      Options:

      • There are no options

      Output:

      • Project

        • RecordNumber (text) : Record Number.
        • Project ID (text) : Project ID.
        • Name (text) : Project Name.
        • Description (text) : Project Description.
        • Currency (text) : Currency code.
        • Project Category (text) : Project category.
        • Project Status Key (text) : Project Status Key.
        • Project Status (text) : Project Status.
        • Prevent Timesheet (text)
        • Prevent Expense (text)
        • Prevent APPO (text)
        • Prevent Gen Invoice (text)
        • Status (text) : Either “active” or “inactive”.
        • Begin Date (text) : Begin date in format mm/dd/yyyy.
        • End Date (text) : End date in format mm/dd/yyyy.
        • Budget Amount (text) : Budgeted billing amount.
        • Contract Amount (text) : Contract amount.
        • Actual Amount (text) : Actual Amount.
        • Budget Quantity (text) : Budgeted duration.
        • Estimated Quantity (text) : Estimated Quantity.
        • Actual Quantity (text) : Actual Quantity.
        • Approved Quantity (text) : Approved Quantity.
        • Remaining Quantity (text) : Remaining Quantity.
        • Percent Complete (text) : Percent complete.
        • OBS Percent Complete (text) : OBS percent complete.
        • Billing Type (text) : Billing type.
        • Sales Order Number (text) : Sales order number.
        • Purchase Order Number (text) : Purchase order number.
        • Purchase Order Amount (text) : Purchase order amount.
        • Purchase Quote Number (text) : Purchase quote number.
        • SFDC Key (text)
        • Q Arrow Key (text)
        • OA Key (text)
        • Parent Key (text) : Parent key.
        • Parent ID (text) : Parent project ID.
        • Parent Name (text) : Parent project Name.
        • Invoice With Parent (text) : Invoice with parent. Use false for “No”, true for “Yes”. Default is false.
        • Customer Key (text) : Customer key.
        • Customer ID (text) : Customer ID.
        • Customer Name (text) : Customer Name.
        • Sales Contact Key (text) : Sales contact key.
        • Sales Contact ID (text) : Sales contact employee ID.
        • Sales Contact Name (text) : Sales contact employee name.
        • Project Type Key (text) : Project type key.
        • Project Type (text) : Project type.
        • Manager Key (text) : Manager Key.
        • Manager ID (text) : Project manager employee ID.
        • Manager Contact Name (text) : Project manager employee name.
        • Project Department Key (text) : Project Department Key.
        • Department ID (text) : Department ID.
        • Department Name (text) : Department Name.
        • Project Location Key (text) : Project location key.
        • Location ID (text) : Location ID.
        • Location Name (text) : Location name.
        • Terms Key (text) : Payment term key.
        • Term Name (text) : Payment term name.
        • Document Number (text) : Reference number.
        • Custom User Key (text) : External user key.
        • Custom User ID (text) : External user ID.
        • When Created (text) : Project create date and time.
        • When Modified (text) : Date and time the project was last modified.
        • Created By (text) : Employee ID of Creator.
        • Modified By (text) : Employee ID of Last Modifier.
        • Budgeted Cost (text) : Budgeted cost.
        • Class ID (text) : Class ID.
        • Class Name (text) : Class name.
        • Class Key (text) : Class Key.
        • User Restrictions (text) : User restrictions.
        • Billable EXP Default (text) : Billable employee expense. Use false for “No”, true for “Yes”. Defaults to false. Defaults to false.
        • Billable APPO Default (text) : Billable AP/purchasing. Use false for “No”, true for “Yes”. Defaults to false.
        • Budget ID (text) : GL budget ID.
        • Budget Key (text) : GL budget key.
        • Billing Rate (text) : Labor pricing default rate.
        • Billing Pricing (text) : Labor pricing option.
        • Expense Rate (text) : Expense pricing default rate.
        • Expense Pricing (text) : Expense pricing option.
        • POAP Rate (text) : AP/purchasing pricing default rate.
        • POAP Pricing (text) : AP/purchasing pricing option.
        • Contact Key (text) : Contact key.
        • Ship To Key (text) : Ship To Contact Key.
        • Bill To Key (text) : Bill To Contact Key.
        • Invoice Message (text) : Invoice Message.
        • Invoice Currency (text) : Invoice Currency.
        • Billing Over Max (text) : Billing Over Max.
        • Exclude Expenses (text) : Exclude Expenses.
        • Contract Key (text) : Contract ID.
        • Contract ID (text) : Contract ID.
        • Mega Entity Key (text) : Mega Entity Key.
        • Mega Entity ID (text) : Mega Entity ID.
        • Mega Entity Name (text) : Mega Entity Name.
      • Contact

        • Name (text) : Primary Contact Name.
      • Ship To Contact

        • Name (text) : Shipping Contact Name.
      • Bill To Contact

        • Name (text) : Billing Contact Name.
    • Updated Purchase Order

      Start FLO when a Purchase Order is Updated in Intacct.

    • Updated Sales Order

      Start FLO when a Sales Order is Updated in Intacct.

    • Updated Task

      Updated Task

      Runs a flo when a task is updated in Intacct.

      Options:

      • There are no options

      Output:

      • Task

        • Record Number (text): Record Number.
        • Parent Key (text): Parent Key.
        • Name (text): Name.
        • Parent Task Name (text): Parent Task Name.
        • Item Key (text): Item Key.
        • Item ID (text): Item ID.
        • Item Name (text): Item Name.
        • P Begin Date (text): Project begin date in format mm/dd/yyyy.
        • P End Date (text): Project end date in format mm/dd/yyyy.
        • A Begin Date (text): A begin date in format mm/dd/yyyy.
        • A End Date (text): A end date in format mm/dd/yyyy.
        • Budget Quantity (text): Planned quantity.
        • Estimated Quantity (text): Estimated quantity.
        • Actual Quantity (text): Actual quantity.
        • Remaining Quantity (text): Remaining quantity.
        • Approved Quantity (text): Approved quantity.
        • Percent Complete (text): Percent complete.
        • OBS Percent Complete (text): OBS Percent Complete.
        • Description (text): Description.
        • Is Milestone (text): Milestone. Use false for No, true for Yes. (Default: false).
        • Utilized (text): Utilized. Use false for No, true for Yes. (Default: false).
        • Billable (text): Billable. Use false for No, true for Yes. (Default: false).
        • Task Nubmer (text): WBS code.
        • Priority (text): Priority.
        • Task Status (text): Task Status.
        • Time Type Key (text): Time Type Key.
        • Time Type Name (text): Time Type Name.
        • Class ID (text): Class ID.
        • Class Name (text): Class Name.
        • Class Key (text): Class Key.
        • When Created (text): When Created.
        • When Modified (text): When Modified.
        • Created By (text): Created By.
        • Modified By (text): Modified By.
        • Dependent On Key (text): Dependent on Key.
        • Dependent On Name (text): Dependent on Name.
        • Billable Budget Quantity (text): Billable Budget Quantity.
        • Billable Estimated Quantity (text): Billable Estimated Quantity.
        • Billable Actual Quanitity (text): Billable Actual Quantity.
        • Billable Approved Quanitity (text): Billable Approved Quantity.
      • Project

        • Project Key (text): Project Key.
        • Project ID (text): Project ID.
        • Project Name (text): Project Name.
        • Project Restrictions (text): Project Restrictions.
        • Project Begin Date (text): Project Begin Date.
        • Project End Date (text): Project End Date.
      • Customer

        • Customer Key (text): Customer Key.
        • Customer ID (text): Customer ID.
        • Customer Name (text): Customer Name.

    Actions

    • Build Line Item

      Builds Line Item for Sales Order, Purchase Order, AR Invoice.

    • Build Timesheet Entry

      Build a Timesheet Entry that can be used with the 'Create Timesheet' action.

    • Create AR Invoice

      Create new AR Invoice in Intacct

    • Create Contact

      Create new Contact in Intacct

    • Create Customer

      Create Customer in Intacct

    • Create Project

      Create Project

      Create Project allows you to create a new project in Intacct as a step in your FLO.

      Options

      • There are no options

      Input Fields

      • Project Info
        • Name (text): Project Name.
        • Project Category (text): Project Category.
        • Project ID (text): Project ID to create. Required if company does not use auto-numbering.
        • Description (text): Description.
        • Parent ID (text): Parent Project ID.
        • Invoice with Parent? (boolean): false is “No”. true is “Yes”. Defaults to false.
        • Project Type (text): Project Type.
        • Project Status (text): Project Status.
        • Customer ID (text): Customer ID.
        • Manager ID (text): Project manager employee ID.
        • Custom User ID (text): External user ID.
        • Sales Contact ID (text): Sales contact employee ID.
        • Doc Number (text): Reference number.
        • User Restrictions (text): User restrictions.
        • Status (text): Use “active” for Active otherwise use “inactive” for Inactive. Defaults to “active”.
        • Contact Name (text): Primary Contact Name.
        • Bill To Name (text): Primary Billing Contact Name.
        • Ship To Name (text): Primary Shipping Contact Name.
        • Term Name (text): Payment term.
        • Billing Type (text): Billing Type.
        • Begin Date (text): Begin date in format mm/dd/yyyy.
        • End Date (text): End date in format mm/dd/yyyy.
        • Department ID (text): Department ID.
        • Location ID (text): Location ID.
        • Class ID (text): Class ID.
        • Sup Doc ID (text): Attachments ID.
        • Billable Exp Default (boolean): Billable employee expense. Use false for “No”, true for “Yes”. Defaults to false.
        • Billable APPO Default (boolean): Billable AP/purchasing. Use false for “No”, true for “Yes”. Defaults to false.
        • Currency (text): Currency code.
        • SO Number (text): Sales order number.
        • PO Number (text): Purchase order number.
        • PO Amount (number): Purchase order amount.
        • PQ Number (text): Purchase quote number.
        • Contract Amount (number): Contract amount.
        • Project Rule Name (text): Transaction rules for project.
        • Billing Pricing (text): Labor pricing option.
        • Billing Rate (number): Labor pricing default rate.
        • Expense Pricing (text): Expense pricing option.
        • Expense Rate (number): Expense pricing default rate.
        • POAP Pricing (text): AP/purchasing pricing option.
        • POAP Rate (number): AP/purchasing pricing default rate.
        • Budget Amount (number): Budgeted billing amount.
        • Budgeted Cost (number): Budgeted cost.
        • Budget Qty (number): Budgeted duration.
        • Budget ID (text): GL budget ID.
        • Invoice Message (text): Invoice message.
        • Invoice Currency (text): Invoice currency code.

      Output Fields

      • Output:
        • Record No (text): The Record Number of the Project.
        • Project ID (text): The ID of the Project.
    • Create Purchase Order

      Create Purchase Order in Intacct

    • Create Sales Order

      Create Sales Order in Intacct

    • Create Task

      Create Task

      Create Task allows you to create a new task in Intacct as a step in your FLO.

      Options

      • There are no options

      Input Fields

      • Task Info
        • Name (text): Task Name.
        • Project ID (text): Project ID.
        • Task Status (text): Task Status.
        • P Begin Date (text): Project begin date in format mm/dd/yyyy.
        • P End Date (text): Project end date in format mm/dd/yyyy.
        • Class ID (text): Class ID.
        • Item ID (text): Item ID.
        • Billable (boolean): Billable. false is “No”. true is “Yes”. Defaults to false.
        • Description (text): Description.
        • Is Milestone (boolean): Milestone. false is “No”. true is “Yes”. Defaults to false..
        • Utilized (text): Utilized. false is “No”. true is “Yes”. Defaults to false.
        • Priority (text): Priority.
        • Task Number (text): WBS code.
        • Parent Key (text): Parent task record number.
        • Sup Doc ID (text): Attachments ID.
        • Budget Quantity (text): Planned duration.
        • Estimated Quantity (text): Estimated duration.
        • Status (text): Use “active” for Active otherwise use “inactive” for Inactive. Defaults to “active”.

      Output Fields

      • Output
        • Record No (text): The Record Number of the task.
    • Create Timesheet

      Create a Timesheet in Intacct.

    • Custom API Action

      Make a custom request to the Intacct API

      Input Fields

      For more information about these requests, visit the Intacct API Documentation.
      • Request
        • Body (text): This contains any XML request made to the Intacct API, either legacy or current formatting is acceptable. The request should not contain any spaces between the XML tags.

      Output Fields

      • Status Code (number) : The status code of the response. Click here for more information on Http Status Codes
      • Headers (object) : The returned metadata of the request. Specific keys can be targeted as sub-outputs of the Headers output.
      • Body (text) : The returned XML from Intacct. This contains key information about the success of the authentication as well as the success of the request.
    • Delete AR Invoice

      Delete AR Invoice in Intacct

    • Delete Contact

      Delete Contact in Intacct

    • Delete Customer

      Delete Customer in Intacct

    • Delete Purchase Order

      Delete Purchase Order in Intacct

    • Delete Sales Order

      Delete Sales Order in Intacct

    • Read AR Invoice

      Read AR Invoice in Intacct

    • Read Contact

      Read Contact information in Intacct

    • Read Customer

      Read Customer in Intacct

    • Read Purchase Order

      Read Purchase Order in Intacct

    • Read Sales Order

      Read Sales Order in Intacct

    • Search Records by Query

      Notes:

      The Query field uses Intacct’s own query language. You must use the SYSTEM name of a field when querying for records. Examples found here: https://developer.intacct.com/web-services/queries/

      Example: To query for a task with the name Task 1 the query field input would be NAME = 'Task 1'

      For a list of fields on a particular record type, please visit the Intacct API Reference page here: https://developer.intacct.com/api/

    • Update AR Invoice

      Update AR Invoice in Intacct

    • Update Contact

      Update Contact in Intacct

    • Update Customer

      Updates Customer in Intacct.

    • Update Purchase Order

      Update Purchase Order in Intacct

    • Update Sales Order