Intacct REST SDK for Python

A Python SDK for the Sage Intacct REST API, providing a simple and intuitive interface to interact with Intacct's financial data and operations.

Local Setup

# Create and activate virtual environment
python -m venv venv
source venv/bin/activate

# Install dev dependencies
pip install -r requirements.txt

Quick Start

1. Authentication Setup

First, you'll need to set up OAuth2 credentials with Intacct:

1. Register your application in Intacct to get client_id and client_secret
2. Set up environment variables or pass credentials directly

import os
from intacctsdk import IntacctRESTSDK

sdk = IntacctRESTSDK(
    refresh_token='your_refresh_token',
    entity_id='your_entity_id'  # Optional
)

2. Basic Usage

For comprehensive examples and usage patterns, see the example.py file which demonstrates:

• OAuth2 authentication flow
• Working with different modules dimensions
• Filtering and querying data
• Error handling
• Token management

Common Methods

All API classes inherit from ApiBase and support these common methods:

get_all_generator(fields, filters=[], filter_expression=None, order_by=[], dimension_name=None)

Returns a generator that yields paginated results.

Parameters:

• fields (List[str]): List of fields to retrieve
• filters (List[Dict], optional): Filter conditions
• filter_expression (str, optional): Filter expression ('and' or 'or')
• order_by (List[Dict], optional): Sort conditions
• dimension_name (str, optional): For dimensions API only

get_by_id(id)

Get a single object by its ID.

count(filters=[], filter_expression=None, dimension_name=None)

Get the count of objects matching the filters.

get_model()

Get the schema/model definition for the object type.

Error Handling

The SDK provides custom exceptions for different error scenarios:

from intacctsdk.exceptions import InvalidTokenError, BadRequestError, InternalServerError

try:
    accounts = list(sdk.accounts.get_all_generator(fields=['id', 'name']))
except InvalidTokenError as e:
    print(f"Token error: {e.message}")
    # Handle token refresh or re-authentication
except BadRequestError as e:
    print(f"Bad request: {e.message}")
    # Handle invalid parameters or request format
except InternalServerError as e:
    print(f"Server error: {e.message}")
    # Handle temporary server issues

License

This project is licensed under the MIT License - see the LICENSE file for details.