Intacct modules

In an Adobe Workfront Fusion scenario, you can automate workflows that use Intacct, as well as connect it to multiple third-party applications and services.

If you need instructions on creating a scenario, see Create a scenario in Adobe Workfront Fusion.

For information about modules, see Modules in Adobe Workfront Fusion.

Access requirements

You must have the following access to use the functionality in this article:

Adobe Workfront plan*

Pro or higher

Adobe Workfront license*

Plan, Work

Adobe Workfront Fusion license**

Workfront Fusion for Work Automation and Integration

Product Your organization must purchase Adobe Workfront Fusion as well as Adobe Workfront to use functionality described in this article.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

**For information on Adobe Workfront Fusion licenses, see Adobe Workfront Fusion licenses

Prerequisites

To use Intacct modules, you must have an Intacct account.

Connect Intacct to Workfront Fusion

Authorizing Workfront Fusion to make changes in Intacct

Before Workfront Fusion can connect to Intacct, you must authorize it.

In your Intacct account, navigate to the Company tab.

  1. Click Company Info.
  2. Navigate to the Security tab.
  3. Click Edit in the upper-right corner
  4. Select Web Services Authorizations.
  5. Click the plus icon
  6. Enter AzuquaMPP as the sender_id.
  7. (Optional) Enter a description for the connection

Set up a connection in Workfront Fusion

You can create a connection to your Intacct account directly from inside an Intacct module.

  1. In any Intacct module, click Add next to the Connection field.

  2. Enter your Intacct credentials

    • Company ID
    • User ID
    • Password
  3. Click Continue to create the connection and go back to the module.

Intacct modules and their fields

When you configure Intacct modules, Workfront Fusion displays the fields listed below. Along with these, additional Intacct fields might display, depending on factors such as your access level in the app or service. A bolded title in a module indicates a required field.

If you see the map button above a field or function, you can use it to set variables and functions for that field. For more information, see Map information from one module to another in Adobe Workfront Fusion.

Make a custom API call

This action module lets you make a custom authenticated call to the Intacct API. This way, you can create a data flow automation that can’t be accomplished by the other Intacct modules.

Connection

For instructions about connecting your Intacct account to Workfront Fusion 2.0, see Set up a connection in Workfront Fusion in this article.

Body XML

Include only the XML inside the body. The request automatically includes authentication headers.

Search records

This search module retrieves a list of records that match specific search criteria.

Connection

For instructions about connecting your Intacct account to Workfront Fusion 2.0, see Set up a connection in Workfront Fusion in this article.

Record type

Select the type of record you want to search.

Search criteria

  • Select the field by which you want to search

  • Select the operator that you want to use for the search

  • Enter the value that you want to search for

Result set Select whether you want to return all matching records, or only the first matching record.
Limit

Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

Sort by Select the field you want to sort the results by.
Order Select whether you want to sort ascending or descending.
Outputs

Select the information you want included in the output bundle for this module.

Case sensitivity Enable this option to make your query case-sensitive.
Query into private entities Enable this option to allow the module to search private entities.

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