REST Data Model
The CData Power BI Connector for Sage Intacct models Sage Intacct data as an easy-to-use SQL database using the Sage Intacct REST API.
The Sage Intacct Rest schema exposes Sage Intacct data as a set of tables that can be queried using standard SQL. Document headers and their associated line items are available as separate tables. For example, bills and their line items are available as the Bill and BillLine tables, respectively.
See Tables for the complete list of tables available in this schema.
Dimension Columns
For REST objects that contain dimension references, the dimension columns exposed by the connector may vary based on the General Ledger dimension configuration of the connected company and the fields that Sage Intacct permits the company to query. The connector uses the dimension configuration reported by Sage Intacct when it constructs table metadata. As a result, tables such as JournalEntryLine, InvoiceLine, and BillLine may expose different dimension columns for different companies.
A dimension may appear in the Sage Intacct object model but not in the table metadata if it is not enabled for General Ledger. The connector excludes such dimensions because Sage Intacct may reject them as not queryable. Availability also depends on the company setup, enabled modules, object, and Sage Intacct API behavior. After changing the configuration, reconnect or refresh the metadata to verify the available columns.
Tables
The Tables section details all standard SQL tables available in the SageIntacctRest schema.
Common tables include:
| Table | Description |
| Account | Represents general ledger accounts, including account type, category, and status details. Central for financial reporting and account structure management. |
| Bill | Represents accounts payable bill transactions, including vendor, payment, currency, retainage, and tax solution details. Useful for tracking outstanding liabilities and managing vendor payments. |
| BillLine | Represents individual line items on accounts payable bill transactions, including general ledger account, amount, retainage, and tax details. |
| Invoice | Represents accounts receivable invoices, including customer billing details, payment information, invoice totals, and associated summary and tax solution references. Essential for managing receivables and tracking customer payments. |
| InvoiceLine | Represents individual line items on an invoice, capturing GL account allocations, account labels, transaction amounts, and payment information. |
| Vendor | Represents vendors used in accounts payable transactions, including payment settings, ACH configuration, GL account assignments, and contact and billing details. |
| Customer | Represents customers, including billing and financial settings, account health, payment options, pricing, and contact list details. |
| Employee | Represents employees, including personal details, ACH payment settings, bank file configuration, position and type assignments, contact information, and expense defaults. |
| Contact | Manages contact records including customer and vendor contact information. |
| JournalEntry | Represents general ledger journal entries, including posting details, reversal references, and transaction source information. |
| JournalEntryLine | Represents individual line items on a journal entry, capturing GL account allocations, transaction amounts, currency details, and reconciliation information. |
| Payment | Represents vendor payment transactions, including payment method, currency totals, joint payee details, and payment provider references. |
| item | Represents inventory and service items, including commercial attributes, contract defaults, measurement details, replenishment settings, and sales and purchasing configuration. |
| Location | Represents locations used as dimensions for financial reporting, including parent-child hierarchies, manager assignments, and date range settings. |
| Class | Represents user-defined classes used to segment and categorize transactions for reporting and analysis purposes. |
| project | Represents projects used to track work, billing, and costs, including budget details, billing type, customer and department assignments, grant information, and schedule and scope details. |
| Task | Represents project tasks that define the work breakdown structure for a project, including planned and actual dates, duration tracking, billable settings, and associated resources. |
| Timesheet | Represents employee timesheets that record weekly or periodic time worked, including employee contact details, date ranges, posting configuration, and associated timesheet lines. |
| Contract | Represents contracts that define recurring billing and revenue recognition agreements with customers, including term, renewal, currency, and hold settings. |
| Budget | Represents financial budgets used to plan and track projected income and expenses across accounts, entities, and reporting periods. |
| Term | Represents payment terms that define due date rules, early payment discount conditions, and late payment penalty settings. |
| BankAccount | Represents bank accounts used for financial transactions, including checking, savings, and other account types linked to financial institutions. |
| Asset | Represents fixed assets, including acquisition, depreciation, disposal, and general ledger account details. |
| Warehouse | Represents warehouses used for inventory storage, including entity and location assignments, replenishment settings, and parent warehouse relationships. |
| WorkOrder | Represents work orders used to track service requests and field work, including customer, project, entity, and external billing details, along with work order type, state, and problem code classifications. Useful for tracking field service activity and associated cost details. |