Sage Intacct

The Sage Intacct template provides a ready-to-use set of data models, views, dashboards, and workbooks. Choose the installation approach that best suits your organization's environment. Optionally, you can add custom fields into SEI in a separate step after the initial installation.

After installation, explore the predefined analyses available in the Sage Intacct template. See Predefined Analyses for details on available data models, dashboards, and workbooks.

Prerequisites

Prerequisites

Before you start, ensure you have:

• Sage Intacct: A supported version installed.
• Destination database: A target database, preferably matching your Sage Intacct database collation.
• DataSync: A supported version installed.
• Installation package: The latest package downloaded from ShareFile.

Installation scenarios

Choose the path that matches your environment:

Scenario	Description	When to choose
Non-SEI Cloud Integration	Uses DataSync to synchronize your data to a warehouse managed outside the SEI Cloud. The template reads from this synchronized source.	For organizations that want to manage, store, and report on their data independently, without using the SEI Cloud.
Consolidated	Uses DataSync to centralize information from multiple Sage Intacct companies into a unified warehouse for group-level reporting.	For organizations managing multiple Sage Intacct companies needing combined or group reporting.
SEI Cloud	Data is synced to the Cloud via DataSync. The template connects to Cloud-hosted data warehouse. Credentials are provided after cloud provisioning is complete.	For distributed teams or those preferring no local server maintenance.

Cubes configuration

If you want to use the Sales and Finance cubes, some installation steps require additional sub-steps. Follow the instructions in each scenario for details.

Installation steps

Scenario 1: Non-Cloud Integration

Use DataSync to synchronize your data, then configure SEI:

1. Configure Sage Intacct
2. Create the source connections
3. Create the destination connection
4. Configure the global variable
5. Import the synchronization extractions
6. Import the cube extractions
7. Synchronize the account balance
8. Schedule the extractions
9. Set up the data source in SEI
10. Import the template
11. Build and load the OLAP cubes
12. Add custom fields (optional)

Scenario 2: Consolidated

Set up DataSync for multi-company consolidation:

1. Configure Sage Intacct
2. Create the source connections
3. Create the destination connection
4. Configure the global variable
5. Import the consolidation extractions
6. Import the cube extractions
7. Synchronize the account balance
8. Schedule the extractions
9. Set up the data source in SEI
10. Import the template
11. Build and load the OLAP cubes
12. Add custom fields (optional)

Scenario 3: Cloud

Use DataSync to send your data to the Cloud and complete setup online:

1. Configure Sage Intacct
2. Create the source connections
3. Create the destination connection
4. Configure the global variable
5. Import the synchronization extractions
6. Import the cube extractions
7. Synchronize the account balance
8. Schedule the extractions
9. Import the template
10. Build and load the OLAP cubes
11. Add custom fields (optional)

Configure OLAP cubes

Complete these steps to set up the Sales and Finance OLAP cubes.

Steps

1. Create a cube source connection
2. Import the cube extractions
3. Schedule the extractions
4. Set as the data source as Data Warehouse
5. Build the OLAP cubes