While it’s quite easy to import large amounts of data into the system to create records using the out-of-the-box templates, as you may have discovered, not all of those templates currently support the ability to update records in the same way. This how to guide and accompanying Google Sheets template is designed to help solve that problem. It’s something I created to make my own life easier which has saved me hundreds of hours so I figured I would share it in the hopes that it might do the same for you.
Intacct Data Changes
Add | UPDATE | DELETE
Accounts | Entities | Departments | Projects | Tasks | & More
Before we begin
Background
The general strategy described here should work for any objects and functions supported by the Intacct API, but given the reality of limited time, the template I’ve created here is currently limited to a subset that I have found myself commonly needing to mass update (GL Account, Project, Entity, Location, Department, Class, Standard Task/Cost Code, and Standard Cost Type).
Disclaimer
I hope you find it useful and that it works perfectly, but please understand that it comes with a level of technical support equivalent to its price - zero.
Lastly, all use of this template is at your own risk. It is meant to make data manipulation as easy as possible, which unfortunately means that if you aren’t careful you could mess things up badly in short order. Please test your changes on small data sets before executing anything at scale and be especially careful when working in live production environments.
Prerequisites
Obtain (purchase) an Intacct Web Services Developer License from Sage if you don’t already have one (you will need a Sender ID and Sender Password)
Follow these instructions from Sage Intacct to set up your Postman environment Your First XML API Calls
Make a copy of Web Services Data Update Template for Sage Intacct
Using the template
The following is simply a high-level overview, please see the template itself for detailed instructions.
[1] Select an Object & Function
[2] Select Fields to Include
[3] Paste In Your Data
[4] Make Sure Things Look Good
[5] copy XML Output Into Postman
[6] Execute!
Other options
It’s worth noting that I live in Google Sheets (instead of Microsoft Excel) and run Mac OS (not Windows), which puts me in a relative minority in the ERP Consulting / Finance space. If you do not fall into that minority and prefer less technical solutions, there are definitely easier ways to accomplish similar things using 3rd-party products, though most that I’m aware of come with a little cost. Check out the Intacct Marketplace for other potential solutions.