Sage Intacct Source Connector

The Sage Intacct source connector in DataSync lets you retrieve data from Sage Intacct for loading or synchronizing in your data warehouse. After creating all required source connections, configure your destination source to complete the connection setup.

For optimal results, it's recommended to create two source connections: a refresh connection, which uses date tracking for incremental loads based on the LastModifiedDate field, and a no refresh connection, used for tables without a tracking field, typically smaller reference tables. Prebuilt Sage Intacct Source Connections Template is available for quick configuration of required connections.

important

Sage Intacct has scheduled maintenance every Saturday from 2:30 AM to 5:30 AM UTC.
Do not schedule jobs immediately before or during this period to avoid data discrepancies. If jobs run during maintenance, a Truncate and Load may be required. See Sage Status for details.

Create a 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 the connection properties.
6. (Optional) In the Additional Connection Properties panel, select Add property and enter the parameters for each property.
7. In the Advanced Settings panel, configure the settings, including the Tracking Type and other values according to your requirements.
8. Click Save.

Parameters

Connection properties

Parameter	Description
Description	Unique name for the connection. Example: Sage Intacct
URL	API endpoint for Sage Intacct. Paste: https://api.intacct.com/ia/xml/xmlgw.phtml
User ID	User identifier from your Sage Intacct credentials email. Example: FBL001
Password	Password for the specified User ID.
Company ID	Company identifier from your Sage Intacct credentials email. Example: ACME01
Location ID	(Optional) Identifier for a location to log into a multi‑entity shared company. Either Location ID or Client ID can be set — if both are set, an error occurs.
Client ID	(Optional) Identifier to log into a distributed child company. In this scenario, the User ID and Password grant access to the console, not the target/client company itself. Either Location ID or Client ID can be set — if both are set, an error occurs.
Timeout	Time in seconds to wait for connection opening and query execution before timeout.
Return data as XML	Option to return data in XML format instead of JSON. XML format supports simultaneous requests to the same API object but offers lower performance than JSON.
Verbosity	1 – Log queries, row counts, execution start/end, errors. 2 – Includes level 1 plus cache queries, HTTP headers. 3 – Includes level 2 plus request/response bodies. 4 – Includes level 3 plus transport-level communication. 5 – Includes level 4 plus all interface commands.
Enable Pooling	Connection pooling option for performance.
Pool idle timeout	Maximum idle time for connections before returning them to the pool, in seconds.
Max Pool Size	Maximum number of connections allowed in the pool.
Pool wait time	Maximum wait time for connection allocation before error is thrown, in seconds.

Additional connection properties

Additional connection string properties not specified in the Connection Properties panel. For each property added, you can choose Visible or Encrypted. Selecting Encrypted hides the value from the interface and stores it encrypted in the back end, such as when defining passwords.

Property	Value
ConverDateTimeToGMT	Setting automatically configured to True. Converts all DateTime values to GMT.
MaximumRequestRetries	Number of times DataSync retries a failed API request before returning an error. Default: 0 (no retries).
DocParId	Document type identifier for Sage Intacct custom fields. Only one document type can be specified per connection. If you need custom fields that use a different document type, create another Sage Intacct connection. Example: Vendor Invoice

Advanced settings

Advanced settings control how the Sage Intacct connector tracks changes, handles regional and time configuration, and processes data batches during extraction. These options allow fine‑tuning for performance and accuracy, and should be configured according to your system environment and operational requirements.

Setting	Description
Tracking Type	Method for tracking changes: None or Date.
Region	Region setting for the connector, if required by your setup.
Time Zone	Time zone matching the Sage Intacct application server.
Time Offset	Refresh offset in seconds to compensate for timing issues in record selection. Minimum value is 0; maximum is 3600 seconds.
Batch Size	Quantity of records processed in each batch during extraction. Larger batch sizes increase memory usage but can improve performance up to a point. The default value is 2000 and the maximum should not exceed 10000 records. Adjust according to your network speed and disk performance; in most cases the default (2000) works best.

Example