Integrating with Intacct Web Services

This 1-day (6 hour) course is designed for developers who use Intacct’s Web Services to build integrations using the Intacct API.

Class Details

Download PDF
Audience: Developers who use Intacct Web Services to create integrations to external applications.

You will need the following experience:

  • XML
  • Internet programming language (PHP, C#, etc.)
  • Database design principles
Class Length:
  • Classroom: 1 day, (6 hours)
  • Virtual Classroom: 2 days, 3 hours each day
What you Need:

This is a hands-on course. Intacct will provide a sample environment for the activities. You will need a laptop (not a tablet) with the following configuration:

  • OS: MAC, Windows, or Linux
  • Browser for working in Intacct: Firefox
  • 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/vim, etc.

For our virtual classroom you will need a high-speed internet connection and a phone line.

Cost: $800

Course Objectives


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

  • Define access points to the Intacct API and when to use object-specific or generic methods
  • Make API requests using the Intacct API Test Tool
  • Initiate external processes with triggers, smart events, and dashboards
  • Structure internal requests and external code to protect Intacct credentials
  • Write development patterns that reduce process time and promote successful integrations
  • Use the Intacct API class library to reduce your production time

Course Topics

What is Intacct’s Web Services?
  • Describe when to use Web Services
  • Recognize XML required for API requests
  • Define the parts of an XML request
  • Set an endpoint and request a session
The Intacct API Test Tool
  • Download the API Test Tool
  • Set header parameters in the test tool
  • Structure request content
  • Clean up request code
  • Choose between object-specific and open methods
  • Read response XML with full requests and line numbers
Object Specific Methods
  • Make get_list requests on standard objects
  • Add filters and sorting to get_list requests
  • Read a DTD for elements and attributes
  • Create, update, and delete a record using an object-specific method
Open/Generic Methods
  • Determine when to use open methods
  • Inspect companies to see object information and objects to see field information
  • Read objects, read related objects, and read objects by query
  • Read list views and custom reports to get pre-organized data
  • Create, update, and delete records with open request methods
  • Add transactional control
Initiating API Processes
  • Determine whether to use data initiated or user initiated API processes
  • Determine when to use GET vs. POST
  • Initiate processes based on a data change and on a user action
Patterns for API Success
  • Make efficient requests
  • Handle looping without excessive round trips to Intacct
  • Protect sensitive data, such as credentials, stored on your server
  • Establish environment structures
API Class Libraries (SDKs)
  • Identify advantages of using API classes to handle Web Services requests
  • Recognize models to create API classes in other languages