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Sage Intacct Data Source

Sage Intacct is a cloud-based financial management and accounting platform. When you connect to it in SEI, all data flows through the Sage Intacct Web Services API, which handles authentication, company access, and data retrieval on your behalf.

note

Views are not supported with this data source. You cannot open or create views when using Sage Intacct.

Create a Sage Intacct data source​

Before you start, make sure you have already created an environment, as a data source must always belong to one.

  1. In the navigation panel, select the gear icon to open the Administration page.
  2. Select Env. & Data Sources.
  3. Select the environment where you want to add the data source.
  4. In the Data Sources panel, click the + icon.
  5. Fill in the required configuration fields.
  6. Click Validate, then Save.

Sage Intacct data source definition properties​

FieldDescription
Data Source DescriptionA unique name to identify this data source within the application. Choose something clear and recognizable, for example: Sage Intacct Data Source
TypeSelect Sage Intacct.
URLSage Intacct Web Services endpoint URL. This is provided by Sage Intacct and is the address the application uses to send API requests.
Client ID(Optional) API client ID for your integration. Required only if your Sage Intacct environment uses a registered third-party integration ID.
Locations ID(Optional) Location ID for your Sage Intacct environment. Required only if your company uses multi-entity or location-based access control.
Operation timeoutMaximum number of seconds the application will wait for a response from Sage Intacct before canceling the request. Default: 60. Increase this value if you experience timeouts on large data pulls.
Extra connection string propertiesAdditional parameters required by your database provider. Leave blank unless you have been instructed to add specific values.
Company IDSage Intacct company ID you want to connect to. This identifies which company's data is accessed through this data source.
User NameUsername used to authenticate with Sage Intacct. This account must have Web Services access enabled in Sage Intacct.
PasswordPassword for the specified user account.