INTERNET APPLICATION DEVELOPMENT
MID MARKET ERP DEVELOPMENT
by Kristi Feng
Last week, I decide to check into how to use Intacct Web Service API to show Intacct Customer data in Sage CRM using classic ASP. I want to show the Name, Terms, and Total Due Amount from Intacct on a new tab under a Sage CRM company. To do this, there is a need to store a common code between the two systems. I added a new field under Sage CRM Company to store the corresponding Intacct Customer ID.
Then I created an ASP page that generates the XMLHTTP object to submit a request to Intacct Webservice Gateway and then parse the XML response to get the data I need.
Here is the sample request XML file I used to query Intacct Customer object by Customer ID I stored in Sage CRM:
Here is the sample code I used to send the request and parse the result:
Here is the data in Intacct:
Here is how the new tab in Sage CRM looks:
You need additional validation and error handling for a more comprehensive integration. Please see http://developer.intacct.com/wiki/main-page for more information on Intacct Web Services.