AvantGuard - Sage Intacct (Company Configuration)

Actions43

Location Groups Actions
- Update Company Config Location Group Key
- Create Company Config Location Group
Locations Actions
- Create Company Config Location
- Update Company Config Location Key
Roles Actions
- Create Company Config Role
- Update Company Config Role Key
User Groups Actions
- Create Company Config User Group
- Update Company Config User Group Key
Users Actions
- Create Company Config User
- Update Company Config User Key
Affiliate Entity Groups Actions
- Create Company Config Affiliate Entity Group
- Update Company Config Affiliate Entity Group Key
Attachments Actions
- Create Company Config Attachment
- Update Company Config Attachment Key
Classes Actions
- Create Company Config Class
- Update Company Config Class Key
Contacts Actions
- Create Company Config Contact
- Update Company Config Contact Key
Department Groups Actions
- Create Company Config Department Group
- Update Company Config Department Group Key
Departments Actions
- Create Company Config Department
- Update Company Config Department Key
Document Sequences Actions
- Create Company Config Document Sequence
- Update Company Config Document Sequence Key
Earning Types Actions
- Create Objects Company Config Earning Type Key
- Patch Objects Company Config Earning Type Key
Email Templates Actions
- Create Company Config Email Template
- Update Company Config Email Template Key
Employee Types Actions
- Create Company Config Employee Type
- Update Company Config Employee Type Key
Employees Actions
- Create Company Config Employee
- Update Company Config Employee Key
Entities Actions
- Create Company Config Entity
- Update Company Config Entity Key
Exchange Rate Lines Actions
- Create Company Config Exchange Rate Line
- Update Company Config Exchange Rate Line Key
Exchange Rate Types Actions
- Create Company Config Exchange Rate Type
- Update Company Config Exchange Rate Type Key
Exchange Rates Actions
- Create Company Config Exchange Rate
- Update Company Config Exchange Rate Key
Attachment Folders Actions
- Create Company Config Folder
- Update Company Config Folder Key
Get Next Value Actions
- Get Next Sequence Value

Overview

This node integrates with the AvantGuard Sage Intacct Company Configuration API to create a new exchange rate configuration between two currencies. It is useful for automating financial workflows where currency conversion rates need to be programmatically set or updated in the company's accounting system.

Typical use cases include:

Automatically updating exchange rates based on external data feeds.
Setting up initial exchange rate configurations during company setup.
Managing multiple currency conversions for international transactions.

For example, you might use this node to create an exchange rate from USD to GBP with a specific exchange rate type and additional metadata such as effective dates and audit information.

Properties

Name	Meaning
From Currency	The transaction currency to convert from (e.g., "USD").
To Currency	The transaction currency to convert to (e.g., "GBP").
Exchange Rate Type	JSON object defining the type of exchange rate, including key, id, name, and href URL endpoint.
Additional Body Fields	Optional collection of extra fields to include in the request body:
- Key	System-assigned key for the exchange rate.
- Id	Unique identifier for the exchange rate, typically same as key.
- Href	URL endpoint for the exchange rate resource.
- Lines	JSON array representing exchange rate lines; each line includes rate, reciprocal rate, effective start date, and audit info.
- Audit	JSON object containing audit details like created/modified timestamps and user IDs.

Output

The node outputs JSON data representing the newly created exchange rate configuration as returned by the API. This typically includes all properties sent plus any additional metadata assigned by the server, such as unique identifiers or timestamps.

If the API supports binary data output (not indicated here), it would represent related files or attachments, but this node primarily deals with JSON data.

Dependencies

Requires an API key credential for authenticating with the AvantGuard Sage Intacct API.
The base URL for the API must be configured in the node credentials.
Uses HTTP headers Accept: application/json and Content-Type: application/json.
Depends on the @avantguardllc/n8n-openapi-node package for building request properties from the OpenAPI specification.

Troubleshooting

Authentication errors: Ensure the API key credential is correctly configured and has necessary permissions.
Invalid JSON in Exchange Rate Type or Lines: The node expects valid JSON strings for these fields; malformed JSON will cause errors.
Missing required fields: The node requires From Currency, To Currency, and Exchange Rate Type. Omitting these will result in validation errors.
API endpoint issues: Verify that the base URL and endpoints are correct and accessible from your environment.
Date format errors: The effectiveStartDate in lines should be in ISO date format (YYYY-MM-DD).