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Connecting Sage CRM Company with Intacct Customer ID

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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.

 




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On April 14, 2014 in Integration [Post:by]
Tagged With: Intacct, Integration, ASP, Intacct Web Services API, Sage CRM / 7562 Views

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