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)

Consolidation Extraction

After creating your sources and destination connections, the next step is to import the Sage Intacct extraction templates (ZIP file) into DataSync. This creates the necessary extractions for synchronizing your data and allows you to validate, build, and run them to load data into your data warehouse.

When DataSync processes a consolidation extraction, it connects to multiple Sage Intacct company databases, extracts the necessary tables from each, and combines all the data into your central data warehouse. Each company’s data is kept distinct, allowing you to analyze and report on information from all your companies in a single location.

For a consolidation, you must create one extraction per company database.

Configure the consolidation extractions

Extraction Type	Description
Refresh Process Deleted Records	Uses the Process Deleted Records option in DataSync for tables with a valid Last Modified Date. This method automatically removes deleted records during refresh.
Refresh Smart Events	Uses Sage Intacct smart events and triggers to handle deletions for tables with a valid Last Modified Date.
No Refresh	Applies to tables without a valid Last Modified Date.

Configure the extractions

Configure the refresh process deleted records 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 CONSO Refresh - PD), 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 Refresh PD.
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.

Configure the refresh smart events 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 CONSO Refresh - TRG), 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 Refresh TRG.
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.

Configure the no refresh 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 CONSO NoRefresh), 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 No Refresh.
7. In Unique Identifier, enter the company name.
8. In Column Name, enter CPYID.
9. Select the Source Connection created for no refresh.
10. In Destination Connection, select Data Warehouse.
11. Select Intacct as Destination Schema.
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.

Next: Configure Global Variable →