Buckets:
| title: Classes | Sage Intacct Developer | |
| url: https://developer.intacct.com/api/company-console/classes/ | |
| # Classes | Sage Intacct Developer | |
| * Get Class Object Definition | |
| * Query and List Classes | |
| * Query and List Classes (Legacy) | |
| * Get Class | |
| * Get Class by ID | |
| * Create Class | |
| * Create Class (Legacy) | |
| * Update Class | |
| * Update Class (Legacy) | |
| * Delete Class | |
| * Delete Class (Legacy) | |
| --- | |
| Class is a dimension that can be defined by the company and set on transactions to expand report functionality and insight. | |
| --- | |
| ## Get Class Object Definition | |
| #### `lookup` | |
| > List all the fields and relationships for the class object: | |
| ```xml | |
| <lookup> | |
| <object>CLASS</object> | |
| </lookup> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `CLASS` | | |
| --- | |
| ## Query and List Classes | |
| #### `query` | |
| > List the record number and class ID for each class: | |
| ```xml | |
| <query> | |
| <object>CLASS</object> | |
| <select> | |
| <field>RECORDNO</field> | |
| <field>CLASSID</field> | |
| </select> | |
| </query> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `CLASS` | | |
| | filter | Optional | object | Filter expression to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalto/like, or multiple fields using and/or. Query fields on related objects using the dot operator (for example, `VENDOR.CREDITLIMIT` on APBILL). | | |
| | select | Required | sequence | The names of the fields that you want included in the response, and an optional aggregate function such as `count` or `sum`. Returning all fields is not supported. | | |
| | orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending sort order, for example: `<order> <field>RECORDNO</field> <descending/> </order>` | | |
| | options | Optional | object | Query options: * Set the `caseinsensitive` element to `true` for a case-insensitive query `<caseinsensitive>true</caseinsensitive>` * In a multi-entity company, set the `showprivate` element to `true` to query data in private entities: `<showprivate>true</showprivate>` * Specify the `returnformat` for the response: `xml` (default), `json`, or `csv` `<returnformat>json</returnformat>` | | |
| | pagesize | Optional | integer | Maximum number of matching objects to return in the response, between `1` and `2000` items (Default: `100`) | | |
| | offset | Optional | integer | Point at which to start indexing into records (Default: `0`) | | |
| --- | |
| ## Query and List Classes (Legacy) | |
| #### `readByQuery` | |
| ```xml | |
| <readByQuery> | |
| <object>CLASS</object> | |
| <fields>*</fields> | |
| <query></query> | |
| <pagesize>100</pagesize> | |
| </readByQuery> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `CLASS` | | |
| | fields | Optional | string | Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide `*` for the value. | | |
| | query | Required | string | SQL-like query based on fields on the object. The following operators are supported: `<`, `>`, `>=`, `<=`, `=`, `like`, `not like`, `in`, `not in`, `IS NOT NULL`, `IS NULL`, `AND`, `OR`. Illegal XML characters must be properly encoded, and single quotes must be escaped with backslashes (`'Jane\'s Deli'`). Joins are not supported. | | |
| | pagesize | Optional | integer | Custom page size between `1` and `1000` items (Default: `100`) | | |
| `query` Fields | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | STATUS | Optional | string | Status. Use `T` for Active and `F` for Inactive. | | |
| --- | |
| ## Get Class | |
| #### `read` | |
| ```xml | |
| <read> | |
| <object>CLASS</object> | |
| <keys>1</keys> | |
| <fields>*</fields> | |
| </read> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `CLASS` | | |
| | keys | Required | string | Comma-separated list of class `RECORDNO` to get | | |
| | fields | Optional | string | Comma-separated list of fields on the object to get. To return all fields, omit the element or provide `*` for the value. For best performance and predictability, limit the number of fields. | | |
| | returnFormat | Optional | string | Data format for the response body: * `xml` (default) * `json` * `csv` | | |
| --- | |
| ## Get Class by ID | |
| #### `readByName` | |
| ```xml | |
| <readByName> | |
| <object>CLASS</object> | |
| <keys>TEST</keys> | |
| <fields>*</fields> | |
| </readByName> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `CLASS` | | |
| | keys | Required | string | Comma-separated list of class `CLASSID` to get | | |
| | fields | Optional | string | Comma-separated list of fields on the object to get. To return all fields, omit the element or provide `*` for the value. For best performance and predictability, limit the number of fields. | | |
| | returnFormat | Optional | string | Data format for the response body: * `xml` (default) * `json` * `csv` | | |
| --- | |
| ## Create Class | |
| #### `create` | |
| ```xml | |
| <create> | |
| <CLASS> | |
| <CLASSID>C1234</CLASSID> | |
| <NAME>hello world</NAME> | |
| </CLASS> | |
| </create> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | CLASS | Required | object | Object to create | | |
| `CLASS` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | CLASSID | Required | string | Class ID to create | | |
| | NAME | Required | string | Class name | | |
| | DESCRIPTION | Optional | string | Description | | |
| | PARENTID | Optional | string | Parent class ID | | |
| | STATUS | Optional | string | Class status. Use `active` for Active otherwise use `inactive` for Inactive (Default: `active`) | | |
| | *Custom field name* | varies | varies | Custom field names and values as defined for this object. For a multi-pick-list custom field, implode multiple field values with `#~#`. | | |
| --- | |
| ## Create Class (Legacy) | |
| #### `create_class` | |
| ```xml | |
| <create_class> | |
| <classid>C1234</classid> | |
| <name>hello world</name> | |
| </create_class> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | classid | Required | string | Class ID to create | | |
| | name | Required | string | Class name | | |
| | description | Optional | string | Description | | |
| | parentid | Optional | string | Parent class ID | | |
| | status | Optional | string | Class status. Use `active` for Active otherwise use `inactive` for Inactive (Default: `active`) | | |
| | customfields | Optional | array of `customfield` | Custom fields | | |
| `customfield` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | customfieldname | Optional | string | Custom field ID | | |
| | customfieldvalue | Optional | varies | Custom field value. For a multi-pick-list custom field, implode multiple field values with `#~#`. | | |
| --- | |
| ## Update Class | |
| #### `update` | |
| ```xml | |
| <update> | |
| <CLASS> | |
| <RECORDNO>12</RECORDNO> | |
| <NAME>hello world</NAME> | |
| </CLASS> | |
| </update> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | CLASS | Required | object | Object to update | | |
| `CLASS` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | RECORDNO | Optional | integer | Record number of class to update. Required if not using `CLASSID`. | | |
| | CLASSID | Optional | string | Class ID. Required if not using `RECORDNO`. | | |
| | NAME | Optional | string | Class name | | |
| | DESCRIPTION | Optional | string | Description | | |
| | PARENTID | Optional | string | Parent class ID | | |
| | STATUS | Optional | string | Class status. Use `active` for Active otherwise use `inactive` for Inactive. (Default: `active`) | | |
| | *Custom field name* | varies | varies | Custom field names and values as defined for this object. For a multi-pick-list custom field, implode multiple field values with `#~#`. | | |
| --- | |
| ## Update Class (Legacy) | |
| #### `update_class` | |
| ```xml | |
| <update_class key="C1234"> | |
| <name>hello world</name> | |
| </update_class> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | key | Required | string | Class ID to update | | |
| | name | Optional | string | Class name | | |
| | description | Optional | string | Description | | |
| | parentid | Optional | string | Parent class ID | | |
| | status | Optional | string | Class status. Use `active` for Active otherwise use `inactive` for Inactive. (Default: `active`) | | |
| | customfields | Optional | array of `customfield` | Custom fields | | |
| `customfield` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | customfieldname | Optional | string | Custom field ID | | |
| | customfieldvalue | Optional | varies | Custom field value. For a multi-pick-list custom field, implode multiple field values with `#~#`. | | |
| --- | |
| ## Delete Class | |
| #### `delete` | |
| ```xml | |
| <delete> | |
| <object>CLASS</object> | |
| <keys>112</keys> | |
| </delete> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `CLASS` | | |
| | keys | Required | string | Comma-separated list of class `RECORDNO` to delete | | |
| --- | |
| ## Delete Class (Legacy) | |
| #### `delete_class` | |
| ```xml | |
| <delete_class key="C1234"></delete_class> | |
| ``` | |
| #### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | key | Required | string | Class ID to delete | | |
| --- | |
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