Sage Intacct: sending tracking categories (classes) on writes

In Sage Intacct, the Unified API's tracking categories are Intacct classes. When you create or update a record with tracking_categories (on its lines, or on the record itself for employees), the value you need to send depends on the connector and the record type. Some take the category's id, some its code, and some accept either.

GET /accounting/tracking-categories returns both for each class:

• id: the class's internal ID in Sage Intacct

• code: the class ID you see in the Sage Intacct UI

Only one tracking category per line (or per employee) is used: the first one in tracking_categories. Any others are ignored.

Sage Intacct (XML connector):

Sage Intacct REST connector:

Simplest approach: send both id and code from GET /accounting/tracking-categories. Each connector then uses the one it needs.

"line_items": [
  {
    "total_amount": 100,
    "tracking_categories": [
      { "id": "12", "code": "MARKETING" }
    ]
  }
]

The two Sage Intacct connectors are different: one uses Sage's XML API, the other the REST API. See Sage Intacct: API Guide (SOAP/XML vs REST).

• Sage Intacct: Bill Payments, Payment Methods & Entities