Sage Intacct Template Installation

The Sage Intacct template installs the data models, views, dashboards, workbooks, and writeback workbooks that analyze your Sage Intacct data. Choose one of the three installation scenarios below, then follow its installation page.

Each scenario also includes optional setups. Real time finance retrieves financial data on demand. Custom fields bring your Sage Intacct custom fields into your reports. And the Data Management add-on, adds the Sales and Finance OLAP cubes, which store summarized data so large analyses load faster.

Prerequisites

Prerequisites for the Sage Intacct template

• A supported version of Sage Intacct, with a Web User License for DataSync.
• A supported version of DataSync installed on your server.
• The latest installation package from ShareFile, which contains the template and the extractions you import.

Choose an installation scenario

	Scenario	Best for	How it works	Optional setups included
1	SEI Cloud	Organizations that prefer not to maintain servers, or have distributed teams.	DataSync synchronizes Sage Intacct to the SEI Cloud data warehouse.	Real time finance Custom fields Sales and Finance cubes *
2	Consolidated	Organizations that report on several Sage Intacct companies as a group.	DataSync centralizes the data of all companies in one data warehouse.	Real time finance Custom fields Sales and Finance cubes *
3	Private Cloud	Organizations that host their own environment and manage their data independently.	DataSync, installed on a private cloud, synchronizes Sage Intacct to a self-hosted data warehouse.	Real time finance Custom fields Sales and Finance cubes *

* Available only if your license includes the Data Management add-on.