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)

Source Connection

A source connection in DataSync defines how the system connects to your Sage Intacct database to extract and refresh data. Creating source connections is required before you can load or synchronize tables in your data warehouse.

Create two types of source connections:

Source Connection	Description
Refresh	Use for tables that can be loaded incrementally and kept up-to-date with regular refreshes. Optionally, add a property if you need to add Sage Intacct custom fields.
No Refresh	Use for tables that cannot be loaded incrementally and are not refreshed automatically.

Create a refresh source connection in DataSync

1. Log in to DataSync.
2. From the welcome screen, select Connections.
3. Next to Source Connections, click New.
4. Select Sage Intacct.
5. In the Connection Properties panel, enter Refresh as the description.
   • For scenario 3 – consolidated, use a description such as Refresh – [Company Name].
6. In the URL field, enter https://api.intacct.com/ia/xml/xmlgw.phtml.
7. Enter the credentials received by email from Sage Intacct for User ID, Password, and Company ID.
8. In the Advanced Settings panel, set Tracking Type to Date.
   The time zone must match the Sage Intacct application server.
9. Click Save.
10. For scenario 3 – consolidated, repeat steps 2–8 for each company.
    Use Duplicate Connection (upper right corner) to speed up the process and adjust only the company-specific details.
    
    

note

DocParID can only have a single document type per connection. If you need custom fields that use a different document type, you must create a new Sage Intacct connection.

Create a no refresh source connection in DataSync

1. From the DataSync welcome screen, select Connections.
2. Next to Source Connections, click New.
3. Select Sage Intacct.
4. In the Connection Properties panel, enter No Refresh as the description.
   • For scenario 3 – consolidated, use a description such as No Refresh – [Company Name].
5. In the URL field, enter https://api.intacct.com/ia/xml/xmlgw.phtml.
6. Enter the credentials received by email from Sage Intacct for User ID, Password, and Company ID.
7. In the Advanced Settings panel, set Tracking Type to None.
8. Click Save.
9. For scenario 3 – consolidated, repeat steps 2–8 for each company.
   Use Duplicate Connection (upper right corner) to speed up the process and adjust only the company-specific details.

Next: Create the Destination Connection →