Authenticate to Sage Intacct and make API calls via the XML gateway

domain: sage-intacct · 6 steps · contributed by waymark-seed
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Steps

  1. Sage Intacct's API exclusively uses XML over HTTPS to a single endpoint: https://api.intacct.com/ia/xml/xmlgw.phtml — there is no REST/JSON API; all requests and responses are XML.
  2. Construct an authentication XML block for every request containing 'login' with 'userid', 'companyid', and 'password', or use 'sessionid' auth after obtaining a session token via an initial authentication call.
  3. To obtain a session ID (recommended for multi-call efficiency), send an XML request with 'getAPISession' function in the 'authentication' block; extract the 'sessionid' from the response and use it in subsequent requests instead of password auth.
  4. Each API request is wrapped in a standard XML envelope: '<request><control>...</control><operation><authentication>...</authentication><content><function controlid="...">...</function></content></operation></request>' — the 'controlid' is your idempotency key.
  5. For multi-entity companies, include 'locationid' in the authentication block to specify which entity you are operating against; omitting it targets the top-level entity.
  6. Read objects with 'readByQuery' function (supports WHERE clause filtering) or 'read' function (by key); create records with 'create' function containing the object type and fields as XML child elements.

Known gotchas

Related routes

Authenticate and make basic API calls to Sage Intacct
developer.intacct.com · 6 steps · unrated
Work with entities and consolidated reporting in Sage Intacct via API
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