Installation Progress

1. Configure Sage Intacct
2. Create the source connections
3. Create the destination connection
4. Configure the global variable
5. Import the 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)

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. If you need OLAP cubes, create a third source connection:

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.
Cubes	For Sales and Finance OLAP cubes: Requires one additional data source.

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 2 – 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 2 – 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.
    
    

remarque

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 2 – 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 2 – 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.

Create a cube source connection

Follow these steps only to set up the OLAP cubes. Otherwise, continue with the standard setup.

1. Next to Source Connections, click New.
2. Select SQL Server.
3. In the Connection Properties panel, enter Sales Finance Cubes as the description.
4. Enter the Server and Database names.
5. Enter the Sage Intacct database credentials for Username and Password.
6. In the Advanced Settings panel, set Tracking Type to Date.
   The time zone must match the Sage Intacct application server.
7. Click Save.

Next: Create the Destination Connection →