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Installation Progress
  1. Configure Sage Intacct
  2. Create the source connections
  3. Create the destination connection
  4. Import the extractions
  5. Configure the global variable
  6. Synchronize the account balance
  7. Schedule the extractions
  8. Set up the data source in SEI
  9. Import the template
  10. Add custom fields (optional)

Custom Fields

Custom Fields allow you to extend Sage Intacct data by mapping user-defined fields for purchase or sales documents, making them available for analysis and reporting in SEI. Only follow these steps if you need to customize fields for your specific implementation.

StepDesccription
Add propertyAdd a custom property to the source connection for your document type.
Import the purchase orders templateImport and configure the extraction template for custom field purchase orders data.
Import the sales orders templateImport and configure the extraction template for custom field sales orders data.
Synchronize with destination tableSync user-defined custom fields with the destination table for analysis and reporting.

Add property​

  1. Log in to DataSync.
  2. From the welcome screen, select Connections.
  3. Under Source Connections, select the Sage Intacct refresh source connection.
  4. Click the pen icon to open the Edit Connection dialog.
  5. In the Additional Connection Properties panel, click Add propertyand choose Encrypted.
    • In the Property column, enter DocParID.
    • In the Value column, set the value to the document typa that custom fields uses, such as Vendor Invoice as document type.
  6. Click Save.
  7. Repeat steps 3-6 for each refresh source connection.
note

DocParID can only have a single document type per connection. If you need custom fields for another document type, create a separate Sage Intacct connection.

Import the extraction​

Import the purchuse orders extraction​

  1. In the left panel, select the Extractions icon.
  2. Click the Import Extraction icon in the top-right corner to open the dialog.
  3. Click Choose a zip file and select the Sage Intacct ZIP file (DS_202X.0.X.XXX_Sage Intacct PO DOCPARID CONSO), or drag and drop the file into the dialog.
  4. Click Next.
  5. Confirm the default extraction type is selected. Click Next again.
  6. In the Description field, enter a meaningful name, such as PO DOCPARID.
  7. In Unique Identifier, enter the company name.
  8. In Column Name, enter CPYID.
  9. Select the Source Connection created for refresh.
  10. In Destination Connection, select Data Warehouse.
  11. Select the Destination Schema. Click Add and enter a new schema name, such as Intacct.
  12. Leave all other settings at their default values.
  13. Click Import.
  14. In the left panel, click Extractions again.
  15. Select the extraction you just created, and click the Validate and Build icon in the top-right corner.
  16. In the dialog, for the first company only, select Drop the previously created object and recreate the objects based on the new definition.
  17. Click Build.
    When the process is complete, review the validation report and the Status column. If an error appears, click the link in the Error column to view the Log Page.
  18. Select your extraction from the list and click the Run Extraction Now icon.
  19. Select the tables to populate.
  20. In the upper right, set the load mode to Truncate and Load, then click Run. This replaces all destination data with current source data.
    Wait for the process to finish. The results appear in the Status column. If there's an error, click the link in the Error column to view details in the Logs page.
  21. Repeat steps 1–20 for each company you want to consolidate.

Import the sales orders extraction​

  1. In the left panel, select the Extractions icon.
  2. Click the Import Extraction icon in the top-right corner to open the dialog.
  3. Click Choose a zip file and select the Sage Intacct ZIP file (DS_202X.0.X.XXX_Sage Intacct SO DOCPARID CONSO), or drag and drop the file into the dialog.
  4. Click Next.
  5. Confirm the default extraction type is selected. Click Next again.
  6. In the Description field, enter a meaningful name, such as SO DOCPARID.
  7. In Unique Identifier, enter the company name.
  8. In Column Name, enter CPYID.
  9. Select the Source Connection created for refresh.
  10. In Destination Connection, select Data Warehouse.
  11. Select the Destination Schema. Click Add and enter a new schema name, such as Intacct.
  12. Leave all other settings at their default values.
  13. Click Import.
  14. In the left panel, click Extractions again.
  15. Select the extraction you just created, and click the Validate and Build icon in the top-right corner.
  16. In the dialog, for the first company only, select Drop the previously created object and recreate the objects based on the new definition.
  17. Click Build.
    When the process is complete, review the validation report and the Status column. If an error appears, click the link in the Error column to view the Log Page.
  18. Select your extraction from the list and click the Run Extraction Now icon.
  19. Select the tables to populate.
  20. In the upper right, set the load mode to Truncate and Load, then click Run. This replaces all destination data with current source data.
    Wait for the process to finish. The results appear in the Status column. If there's an error, click the link in the Error column to view details in the Logs page.
  21. Repeat steps 1–20 for each company you want to consolidate.

Synchronize with destination table​

  1. In the left panel, select the Extractions icon.
  2. Select the extraction and click the link under the Tables column.
  3. Click the link under the Fields column for each relevant table.
  4. Check the Sync box to synchronize custom fields with the destination table.
  5. Repeat steps 2-4 for the other extraction as needed.

Installation Complete with Custom Fields

You now have completed the user import from Sage Intacct. To make sure your views, dashboards, reports, and analytics features meet your needs, visit Sage Intacct Advanced Customization for setup and personalization. Once customization is complete, see Predefined Analyses for details on available views, dashboards, reports, and workbooks.