Intacct Python API Docs | dltHub

Intacct REST API is a web service that provides programmatic access to Sage Intacct accounting data. The REST API base URL is https://api.intacct.com/ia/api/v1 and All requests require a Bearer token for authentication..

dlt is an open-source Python library that handles authentication, pagination, and schema evolution automatically. dlthub provides AI context files that enable code assistants to generate production-ready pipelines. Install with uv pip install "dlt[workspace]" and start loading Intacct data in under 10 minutes.

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What data can I load from Intacct?

Here are some of the endpoints you can load from Intacct:

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How do I authenticate with the Intacct API?

Authentication uses OAuth2; obtain a Bearer JWT access token and include it in the Authorization: Bearer <access_token> header for all API calls.

1. Get your credentials

1. Log in to the Sage Intacct web console.
   2. Navigate to Platform Services → Developer Resources → Manage Apps.
   3. Create a new OAuth2 application to receive a Client ID and Client Secret.
   4. Use the authorization code flow or client‑credentials flow to call https://api.intacct.com/ia/api/v1/oauth2/token and obtain an access token.
   5. Store the access token (and optionally the refresh token) securely for use in API calls.

2. Add them to .dlt/secrets.toml

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[sources.intacct_api_source]
client_id = "your_client_id_here"
client_secret = "your_client_secret_here"
access_token = "your_access_token_here"

dlt reads this automatically at runtime — never hardcode tokens in your pipeline script. For production environments, see setting up credentials with dlt for environment variable and vault-based options.

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How do I set up and run the pipeline?

Set up a virtual environment and install dlt:

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uv venv && source .venv/bin/activate
uv pip install "dlt[workspace]"

1. Install the dlt AI Workbench:

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dlt ai init --agent <your-agent> # <agent>: claude | cursor | codex

This installs project rules, a secrets management skill, appropriate ignore files, and configures the dlt MCP server for your agent. Learn more →

2. Install the rest-api-pipeline toolkit:

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dlt ai toolkit rest-api-pipeline install

This loads the skills and context about dlt the agent uses to build the pipeline iteratively, efficiently, and safely. The agent uses MCP tools to inspect credentials — it never needs to read your secrets.toml directly. Learn more →

3. Start LLM-assisted coding:

Use /find-source to load data from the Intacct API into DuckDB.

The rest-api-pipeline toolkit takes over from here — it reads relevant API documentation, presents you with options for which endpoints to load, and follows a structured workflow to scaffold, debug, and validate the pipeline step by step.

4. Run the pipeline:

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python intacct_api_pipeline.py

If everything is configured correctly, you'll see output like this:

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Pipeline intacct_api_pipeline load step completed in 0.26 seconds
1 load package(s) were loaded to destination duckdb and into dataset intacct_api_data
The duckdb destination used duckdb:/intacct_api.duckdb location to store data
Load package 1749667187.541553 is LOADED and contains no failed jobs

Inspect your pipeline and data:

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dlt pipeline intacct_api_pipeline show

This opens the Pipeline Dashboard where you can verify pipeline state, load metrics, schema (tables, columns, types), and query the loaded data directly.

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Python pipeline example

This example loads vendors and accounts from the Intacct API into DuckDB. It mirrors the endpoint and data selector configuration from the table above:

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import dlt
from dlt.sources.rest_api import RESTAPIConfig, rest_api_resources

@dlt.source
def intacct_api_source(access_token=dlt.secrets.value):
    config: RESTAPIConfig = {
        "client": {
            "base_url": "https://api.intacct.com/ia/api/v1",
            "auth": {
                "type": "bearer",
                "token": access_token,
            },
        },
        "resources": [
            {"name": "vendors", "endpoint": {"path": "objects/vendor", "data_selector": "items"}},
            {"name": "accounts", "endpoint": {"path": "objects/account", "data_selector": "items"}}
        ],
    }
    yield from rest_api_resources(config)


def get_data() -> None:
    pipeline = dlt.pipeline(
        pipeline_name="intacct_api_pipeline",
        destination="duckdb",
        dataset_name="intacct_api_data",
    )
    load_info = pipeline.run(intacct_api_source())
    print(load_info)

To add more endpoints, append entries from the resource table to the "resources" list using the same name, path, and data_selector pattern.

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How do I query the loaded data?

Once the pipeline runs, dlt creates one table per resource. You can query with Python or SQL.

Python (pandas DataFrame):

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import dlt

data = dlt.pipeline("intacct_api_pipeline").dataset()
sessions_df = data.vendors.df()
print(sessions_df.head())

SQL (DuckDB example):

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SELECT * FROM intacct_api_data.vendors LIMIT 10;

In a marimo or Jupyter notebook:

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import dlt

data = dlt.pipeline("intacct_api_pipeline").dataset()
data.vendors.df().head()

See how to explore your data in marimo Notebooks and how to query your data in Python with dataset.

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What destinations can I load Intacct data to?

dlt supports loading into any of these destinations — only the destination parameter changes:

Change the destination in dlt.pipeline(destination="snowflake") and add credentials in .dlt/secrets.toml. See the full destinations list.

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Troubleshooting

Authentication Errors

• 401 Unauthorized – Occurs when the Bearer token is missing, expired, or invalid. Refresh the token using the refresh token endpoint or obtain a new token via the OAuth2 flow.

Rate Limiting

• 429 Too Many Requests – Intacct may throttle excessive calls. Implement exponential backoff and respect any Retry-After header.

Pagination

• The API returns paginated results using limit and offset query parameters. Continue fetching until the returned list size is less than the requested limit.

Ensure that the API key is valid to avoid 401 Unauthorized errors. Also, verify endpoint paths and parameters to avoid 404 Not Found errors.

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Next steps

Continue your data engineering journey with the other toolkits of the dltHub AI Workbench:

• data-exploration — Build custom notebooks, charts, and dashboards for deeper analysis with marimo notebooks.
• dlthub-runtime — Deploy, schedule, and monitor your pipeline in production.

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dlt ai toolkit data-exploration install
dlt ai toolkit dlthub-runtime install

• How to deploy a pipeline
• How to explore your data in marimo Notebooks
• How to query your data in Python with dataset
• Join the dlt community on Slack