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# Linking Sage Intacct as a source

**Alpha release**

This source is currently in **alpha**. The interface and available tables may change.

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Let AI connect your sources for you

Skip the manual setup — run this in your project and the wizard auto-detects your databases and APIs and connects them to PostHog.

`npx @posthog/wizard warehouse`

![PostHog Wizard hedgehog](https://res.cloudinary.com/dmukukwp6/image/upload/wizard_3f8bb7a240.png)

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The Sage Intacct connector syncs your financial and accounting data – customers, vendors, invoices, bills, GL accounts, and journal entries – into PostHog, so you can analyze your finance data alongside your product data.

## Prerequisites

You need:

-   A Sage Intacct account with REST API access enabled
-   An OAuth client ID and client secret from a customer-owned OAuth application
-   A web services username in the format `UserId@CompanyId` (or `UserId@CompanyId|entityId` for access to a single entity)

For details on setting up OAuth credentials, see the [Sage Intacct OAuth guide](https://developer.sage.com/intacct/docs/1/sage-intacct-rest-api/authorization-and-security/oauth2).

## Adding a data source

1.  Go to the [sources tab](https://app.posthog.com/data-management/sources) of the data pipeline section in PostHog.
2.  Click **\+ New source** and then click **Link** next to Sage Intacct.
3.  Enter your **Client ID**, **Client secret**, and **Web services username**.
4.  Click **Next**.
5.  Select the tables you want to sync and configure sync frequency as needed.
6.  Click **Import**.

## Sync modes

Each table can be synced in one of several modes, depending on what the source supports:

-   **Webhook** (when available) – the source pushes changes to PostHog in real time. Fastest freshness, lowest ongoing cost, and the only mode that reliably captures updates and deletes.
-   **Incremental** – only new or updated rows are synced on each run, using a cursor field (such as an `updated_at` timestamp). Cheaper than a full refresh, but deletes aren't captured.
-   **Append only** – new rows are appended using a cursor field; existing rows are never updated. Ideal for immutable, append-only tables like event logs.
-   **Full refresh** – the whole table is reloaded on every sync. Use it when a table has no reliable cursor or when you need deletions reflected.

See [sync methods](/docs/cdp/sources.md#sync-methods) for a full explanation of how each mode works and how to choose between them.

All Sage Intacct tables use **full refresh** only. Each sync re-imports the complete dataset for the selected tables. This ensures edits and deletions in Sage Intacct are reflected in PostHog. Incremental sync is not supported.

## Configuration

| Option | Description |
| --- | --- |
| `Client ID` **Type:** text **Required:** True |  |
| `Client secret` **Type:** password **Required:** True |  |
| `Web services username` **Type:** text **Required:** True | Enter UserId@CompanyId or UserId@CompanyId\|entityId for access to one entity. |

## Supported tables

| Table | Description | Sync method | Incremental field | Primary key |
| --- | --- | --- | --- | --- |
| `Customers` | A customer that buys goods or services from the company. | Full refresh | — | — |
| `Vendors` | A vendor that supplies goods or services to the company. | Full refresh | — | — |
| `Invoices` | An accounts receivable invoice that records charges to a customer. | Full refresh | — | — |
| `Bills` | An accounts payable bill that records charges from a vendor. | Full refresh | — | — |
| `GLAccounts` | A general ledger account in the company chart of accounts. | Full refresh | — | — |
| `JournalEntries` | A journal entry that records a transaction in the general ledger. | Full refresh | — | — |

-   **customers** – A customer that buys goods or services from the company
-   **vendors** – A vendor that supplies goods or services to the company
-   **invoices** – An accounts receivable invoice that records charges to a customer
-   **bills** – An accounts payable bill that records charges from a vendor
-   **gl\_accounts** – A general ledger account in the company chart of accounts
-   **journal\_entries** – A journal entry that records a transaction in the general ledger

## Troubleshooting

If your sync is failing or data looks wrong, see the [Data warehouse troubleshooting guide](/docs/data-warehouse/troubleshooting.md). If that doesn't help, [contact support](https://us.posthog.com/#panel=support%3Asupport%3Adata_warehouse%3A%3Atrue) – we're happy to help.

### Still have questions?

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