Intacct Platform Development

This 3.5-day course prepares developers to use Intacct's Platform and Web Services to customize, integrate with, and extend Intacct. Participants will build working integrations and applications during this course.

Class Details

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Audience: This course is designed for developers who will use Intacct's Platform and Web Services to create new solutions.
  • Ability to use the following languages (tutorials available at
    • JavaScript
    • XML
    • HTML
  • Understanding of database design principles
  • Understanding of user interface design principles
Class Length:
  • 3.5 days
  • Day 1-3: 8:30 am to 4:30 pm
  • Day 4: 8:30 am to 12:30 pm (lunch will not be served)
What You Need:

For this hands-on course, please bring your wireless network capable laptop (not a tablet). The following configuration is needed for class:

  • OS: MAC, Windows or Linux
  • Browser for Platform Services: Firefox or Internet Explorer
  • Browser for Web Services tools: Chrome (recommended) or Internet Explorer
  • Editor: Students should use the text editor with which they are most comfortable, such as UltraEdit, Notepad++, emacs, vi/vims, etc.
Cost: $2800

Course Objectives


At the end of this course, you should be able to:

  • Use custom data objects to customize Intacct to an organization's unique needs
  • Integrate Intacct with external applications through web services
  • Create custom applications that extend the functionality of Intacct

Course Topics

Platform Concepts
  • Describe the structure and contents of a custom Intacct Platform Application
  • Define various platform components
  • Describe recommended best practices for custom application development using the Intacct platform
Introduction to Objects
  • Create a custom application
  • Create a custom object
  • Know when to use object attributes
  • Explain how menus get created
  • Add fields to objects
  • Establish relationships between objects
  • Add pages and access them for editing
Importing Data Records
  • Create a data import map
  • Import object records from a CSV spreadsheet file
The Intacct API
  • Define access points to the Intacct API
  • Determine when to use 2.1 API vs. 3.0 API
  • Make both 2.1 and 3.0 API calls
  • Make client-side AJAX API calls
Triggers and Templates
  • Create triggers
  • Create and add email templates
  • Create a trigger to send an email
  • Create and add platform document templates
  • Use triggers and API calls together to add automation to Intacct
Integration with Built-in Objects
  • Extend standard objects
  • Create a custom field on a standard object
  • Display the custom field value on a related custom object
Publish and Install
  • Publish an Intacct Platform Application
  • Install an Intacct Platform Application
  • Create and use seed records
  • Explain the components of the Platform Workflow
  • Create a basic workflow process for an object
Unique Indexes
  • Explain the use case and capability of unique indexes
  • Create a unique index for an object
Object Creation through Import
  • Create an object by importing a spreadsheet
  • Define the use cases for portals
  • Explain the parts of a portal and how they fit together
  • Create a portal for public use
  • Create a portal for authenticated users
  • Add your own design to a portal
Hosted Files
  • Identify use cases for hosted files
  • Add hosted files to your company
  • Access hosted files in an application
Managing Distributed Applications
  • Include standard components in a custom application
  • Manage applications posted to a client company
  • Distribute applications through the Intacct API