# Sage Intacct SDK
Python SDK to access Sage Intacct web services
## Installation
This project requires [Python 3+](https://www.python.org/downloads/) and [Requests](https://pypi.org/project/requests/) library (pip install requests).
1. Download this project and use it (copy it in your project, etc).
2. Install it from [pip](https://pypi.org).
$ pip install sageintacctsdk
## Usage
To use this SDK you'll need these Sage Intacct credentials used for authentication: **sender ID**, **sender password**, **user ID**, **company ID** and **user password**.
This SDK is very easy to use.
1. First you'll need to create a connection using the main class SageIntacctSDK.
```python
from sageintacctsdk import SageIntacctSDK
connection = SageIntacctSDK(
sender_id='<YOUR SENDER ID>',
sender_password='<YOUR SENDER PASSWORD>',
user_id='<YOUR USER ID>',
company_id='<YOUR COMPANY ID>',
user_password='<YOUR USER PASSWORD>'
)
```
2. After that you'll be able to access any of the 28 API classes: accounts, ap_payments, ar_invoices, ar_payments, attachments, bills, charge_card_accounts, charge_card_transactions, checking_accounts, classes, contacts, customers, departments, employees, expense_payment_types, expense_reports, expense_types, gl_detail, items, locations, order_entry_transactions, projects, reimbursements, revenue_recognition_schedules, revenue_recognition_schedule_entries, savings_accounts, tasks and vendors.
```python
"""
USAGE: <SageIntacctSDK INSTANCE>.<API_NAME>.<API_METHOD>(<PARAMETERS>)
"""
# Create a new Expense Report of 3800 USD, spent at 2019-28-11 and from employee with employee id E101
data = {
'employeeid': 'E101',
'datecreated': {
'year': 2019,
'month': 11,
'day': 28
},
'state': 'Approved',
'description': 'Team lunch',
'expenses': {
'expense': [
{
'expensetype': 'Food',
'amount': 3800,
'expensedate': {
'year': 2019,
'month': 11,
'day': 28
}
}
]
}
}
response = connection.employees.post(data)
# Use get_all methods to get all objects of certain types
response = connection.accounts.get_all()
# Get details of Employee with EMPLOYEEID E101
response = connection.employees.get(field='EMPLOYEEID', value='E101')
```
## Advanced Queries
Several methods of querying the Sage Inacct API exists within the SDK. <get_by_query> allows you to specify multiple
critera using textual mathematical operators and logical filters.
Arguments are passed to and_filter, or_filter, or both. The and_filter is the default operator to pass filters to.
For example if you want to pass a single operator without a logical context you would pass it to and_filter.
You must pass multiple operators to or_filter.
You may also format your own filter payload in accordance with API documentation and pass to the function.
See query structures here: https://developer.intacct.com/web-services/queries/
Warning: Operators can only be used once in a given logical context. and_filter cannot accept multiple 'equalto' operators
for example. This is an API limitation.
```python
#
# Returns Data Structure of object to perform query on. Helpful to identify field keys.
print(connection.gl_detail.get_lookup())
# Returns records between specified dates
query_tuple_between = [('between','ENTRY_DATE',['01/01/2020','12/31/2020'])]
fields = ['RECORDNO','ENTRY_DATE','BATCH_NO','ACCOUNTNO','DEBITAMOUNT']
response = connection.gl_detail.get_by_query(fields=fields,and_filter=query_tuple_between)
# Returns records between specified accounts
query_tuple_multiple =[('greaterthan','ACOUNTNO','6000'),('lessthan','ACCOUNTNO','7000')]
response = connection.gl_detail.get_by_query(fields=fields,and_filter=query_tuple_multiple)
# Returns records that match list
in_list = ['1000','1100','1200']
query_tuple_in = [('in','ACCOUNTNO',in_list)]
response = connection.gl_detail.get_by_query(fields=fields,and_filter=query_tuple_in)
payload = {'and':{'equalto':{'field':'ACCOUNTNO','value':'1000'}}}
response = connnection.gl_detail.get_by_query(filter_payload=payload)
```
See more details about the usage into the wiki pages of this project.
## License
This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details
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"description": "# Sage Intacct SDK\nPython SDK to access Sage Intacct web services\n\n## Installation\n\nThis project requires [Python 3+](https://www.python.org/downloads/) and [Requests](https://pypi.org/project/requests/) library (pip install requests).\n\n1. Download this project and use it (copy it in your project, etc).\n2. Install it from [pip](https://pypi.org).\n\n $ pip install sageintacctsdk\n\n## Usage\n\nTo use this SDK you'll need these Sage Intacct credentials used for authentication: **sender ID**, **sender password**, **user ID**, **company ID** and **user password**.\n\nThis SDK is very easy to use.\n1. First you'll need to create a connection using the main class SageIntacctSDK.\n```python\nfrom sageintacctsdk import SageIntacctSDK\n\nconnection = SageIntacctSDK(\n sender_id='<YOUR SENDER ID>',\n sender_password='<YOUR SENDER PASSWORD>',\n user_id='<YOUR USER ID>',\n company_id='<YOUR COMPANY ID>',\n user_password='<YOUR USER PASSWORD>'\n)\n```\n2. After that you'll be able to access any of the 28 API classes: accounts, ap_payments, ar_invoices, ar_payments, attachments, bills, charge_card_accounts, charge_card_transactions, checking_accounts, classes, contacts, customers, departments, employees, expense_payment_types, expense_reports, expense_types, gl_detail, items, locations, order_entry_transactions, projects, reimbursements, revenue_recognition_schedules, revenue_recognition_schedule_entries, savings_accounts, tasks and vendors.\n```python\n\"\"\"\nUSAGE: <SageIntacctSDK INSTANCE>.<API_NAME>.<API_METHOD>(<PARAMETERS>)\n\"\"\"\n\n# Create a new Expense Report of 3800 USD, spent at 2019-28-11 and from employee with employee id E101\ndata = {\n 'employeeid': 'E101',\n 'datecreated': {\n 'year': 2019,\n 'month': 11,\n 'day': 28\n },\n 'state': 'Approved',\n 'description': 'Team lunch',\n 'expenses': {\n 'expense': [\n {\n 'expensetype': 'Food',\n 'amount': 3800,\n 'expensedate': {\n 'year': 2019,\n 'month': 11,\n 'day': 28\n }\n }\n ]\n }\n}\nresponse = connection.employees.post(data)\n\n# Use get_all methods to get all objects of certain types\nresponse = connection.accounts.get_all()\n\n# Get details of Employee with EMPLOYEEID E101\nresponse = connection.employees.get(field='EMPLOYEEID', value='E101')\n```\n\n## Advanced Queries\nSeveral methods of querying the Sage Inacct API exists within the SDK. <get_by_query> allows you to specify multiple\ncritera using textual mathematical operators and logical filters.\n\nArguments are passed to and_filter, or_filter, or both. The and_filter is the default operator to pass filters to.\nFor example if you want to pass a single operator without a logical context you would pass it to and_filter.\n\nYou must pass multiple operators to or_filter.\n\nYou may also format your own filter payload in accordance with API documentation and pass to the function.\n\nSee query structures here: https://developer.intacct.com/web-services/queries/\n\nWarning: Operators can only be used once in a given logical context. and_filter cannot accept multiple 'equalto' operators\nfor example. This is an API limitation.\n\n```python\n#\n# Returns Data Structure of object to perform query on. Helpful to identify field keys.\nprint(connection.gl_detail.get_lookup())\n\n# Returns records between specified dates\nquery_tuple_between = [('between','ENTRY_DATE',['01/01/2020','12/31/2020'])]\nfields = ['RECORDNO','ENTRY_DATE','BATCH_NO','ACCOUNTNO','DEBITAMOUNT']\nresponse = connection.gl_detail.get_by_query(fields=fields,and_filter=query_tuple_between)\n\n# Returns records between specified accounts\nquery_tuple_multiple =[('greaterthan','ACOUNTNO','6000'),('lessthan','ACCOUNTNO','7000')]\nresponse = connection.gl_detail.get_by_query(fields=fields,and_filter=query_tuple_multiple)\n\n# Returns records that match list\nin_list = ['1000','1100','1200']\nquery_tuple_in = [('in','ACCOUNTNO',in_list)]\nresponse = connection.gl_detail.get_by_query(fields=fields,and_filter=query_tuple_in)\n\npayload = {'and':{'equalto':{'field':'ACCOUNTNO','value':'1000'}}}\nresponse = connnection.gl_detail.get_by_query(filter_payload=payload)\n\n```\n\nSee more details about the usage into the wiki pages of this project.\n\n## License\n\nThis project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details\n",
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