Sage Intacct

Learn how to use the Sage Intacct Connector in DBSync Cloud Workflow

Overview

The Sage Intacct Connector in DBSync Cloud Workflow enables secure and efficient integration between Sage Intacct - a leading cloud financial management platform - and other business systems such as CRM platforms, e-commerce solutions, databases, and SaaS applications.

This connector allows organizations to automate data exchange of key financial, accounting, and operational information, reducing manual data entry and improving accuracy and synchronization across systems.

Key Benefits

For Business Users:

• Consistent Financial Data: Synchronize critical accounting information across systems for more accurate reporting and financial insights.

• Process Automation: Reduce manual tasks such as data imports/exports by leveraging automated workflow triggers and tasks.

• Improved Business Visibility: Ensure that all systems reflect the same up-to-date financial data.

For Technical Teams:

• Flexible Integration: Supports integration of master records and transaction data.

• Event-Driven Workflows: Trigger workflows based on changes in Sage Intacct objects.

Prerequisites

Before configuring the Sage Intacct Connector, make sure you have the following:

1. DBSync Access

   • A valid license for Sage Intacct connector and access to the DBSync Cloud Workflow platform.

2. Sage Intacct Required Credentials

   • A Sage Intacct user with permissions to access required objects via Web Services.

3. Sage subscription to XML gateway

   • Sage Intacct account subscribed to the XML gateway.

4. Privileges to connect to the Sage Intacct API

   • Your Sage Intacct representative can confirm this for you by providing you with a sender ID and password specific to the integration API.

5. A Sage Intacct URL with which you should connect

   • The default is https://www.Sage Intacct.com/ia/xml/xmlgw.phtml. However, confirm your URL with Sage Intacct for your specific implementation.

6. Supported API XML Version

   • Ensure that you have API XML version 2.1 or 3.0.

Note:
1. Make sure that you understand which interface(s) and XML request you would like to integrate based on your business and integration requirement. 2. Refer to the Sage Intacct Developer site for a detailed description of the available interface.

Connector Configuration

Each Sage Intacct connector represents a connection to a single Sage Intacct company. To integrate multiple Sage Intacct companies, create separate connectors and configure each with appropriate credentials.

Authentication Parameters

When setting up the connector, you will be prompted for:

Property	Description	Required
Company Id	Company Id is a required field to login to Sage Intacct. To locate the company ID in Sage Intacct, follow the steps below: 1. Hover over Company and click Company Info. 2. The Company ID will be found in the ID field. 3. Make sure this ID is entered in the Company ID field in the Sync > Login Info section.	Yes
User Id	User ID to connect to Sage Intacct account.	Yes
Password	Password of the Sage Intacct account.	Yes
Sender Id	Sender ID is your api gateway credentials. Contact support, or your account manager at Sage Intacct, for more details	Yes
Location ID	Optional. Used if your account has multiple locations.	No
Client ID	Optional. Provided if you're using a client application registration.	No
Control password	Application Control / Sender Password is your API gateway credentials.Contact support, or your account manager at Sage Intacct, for more details.	Yes
DTD version	Sage Intacct API Version 3.0 DTD.	Yes
Host Url	Sage Intacct Gateway Url. We default to ' api.Sage Intacct.com'.	Yes

Once entered, the connector securely stores credentials and uses them to authenticate API calls via Sage Intacct’s Web Services.

Quick Setup Guide

1

Login to DBSync Cloud Workflow

Use your DBSync credentials to access the platform.

2

Navigate to Connectors

Navigate to the connectors list in the Apps pane and select Intacct from the available list.

3

Enter Authentication Details

In the Intacct Connector configuration page, enter the required parameters:

• Company Id

• User Id

• Password

• Sender Id

• Location ID

• Client ID

• Control password

• DTD version

• Host Url

4

Test Connection

Use the Test Connection feature to verify connectivity and permissions.

5

Save Configuration

Upon successful validation, save the connector.

Once saved, the Sage Intacct connector is ready for use in workflows, data mappings, triggers, and tasks.

Supported Query format

The Sage Intacct Trigger allows the DBSync core system to query entities from the Sage Intacct Backend services. Sage Intacct exposes a “get” and “get_list” interface which is masked using a “SELECT query syntax” exposed by the Sage Intacct connector. The “SELECT query” syntax is given below:

select [ fld, fld2, fld3,…fldn / *] <fields> from <entity> where [<fld1> opr <fld2>] <single_condition> or/and[<fld1><opr> <fld2>,<fld3><opr><fld4>]| or/and[<fld5><opr><fld6] <multiple conditions><where_clause> order_by <fld1> asc, <fld2> asc, <fld3> desc <order_by_clause>

Fields: Fields are the attributes (columns) within an entity that the query retrieves.

If all fields are required, an asterisk (*) can be used instead of listing individual field names.

Entity: The entity represents the object that is queried from the Sage Intacct backend (for example: Customer, Invoice, etc.).

Where Clause: The where clause filters the records returned by the query.

It supports:

• A single condition, consisting of one logical expression

Example:

WHERE [Customerid = ZAB001]

• Multiple conditions, combined using logical operators such as AND or OR.

Each condition consists of:

• A field

• An operator (e.g., =, <, >)

• A comparison value or another field

Example:

WHERE [Customerid = ZAB001] AND [Recordno = 24]

Each condition inside brackets is evaluated independently, and logical operators determine how they are combined.

Note: The where clause is optional.

Order By Clause: The order_by clause specifies the sorting order of the returned records.

• asc sorts in ascending order

• desc sorts in descending order

Example:

ORDER_BY Customerid asc, Recordno desc

The order_by clause is optional.

Note that 'where', and 'order_by' clauses are both optional and need not be specified. The “Query Type” property in Sage Intacct Trigger specifies whether it is a list query or a single select query.

Some examples include:

Select * from CUSTOMER Select Customerid,Name, Parentid,Termname, Shippingmethod, Custtype,Taxid,Creditlimit from CUSTOMER Select * from AIRINVOICE WHERE whenmodified < 10/22/2010 00:00:00\ Select Recordno,Customerid, Name from CUSTOMER Where Customerid = ZAB001 AND Recordno = 24

Uses

The Sage Intacct connector makes it easy to work with the Sage Intacct web service by:

1. Synchronizing Sage Intacct Customer, Items, Invoice, and payment details with CRM Application back and forth.

2. Gives enterprises the ability to provide better customer services, access to additional up-sell, and cross-selling opportunities.

Frequently Asked Questions (FAQ)

Can I connect multiple Sage Intacct companies?

Yes, simply create separate connector instances for each company you need to integrate.

How does DBSync connect to Sage Intacct?

DBSync connects to Sage Intacct platform through connector called Sage Intacct connector. This has inbuilt API methods that open a connection to Sage Intacct application for reading, and writing, data in, and out of, the platform.

Does DBSync need to be installed on the same machine as that of Sage Intacct?

No. Since both, DBSync and Sage Intacct platforms, are available through cloud. If required DBSync is also available as on-premise version.

How does Sage Intacct connector handle errors?

DBSync Sage Intacct connector handles processing of errors in different ways depending on the error type. Error can be tracked via log section of the DBSync platform. If there is a connection error, authentication error, or schema validation error, then process level error is triggered.

Do I need technical expertise to configure the connector?

No, the configuration is straightforward with guided fields and a built-in connection test.

Is the connector secure?

Yes, credentials are stored securely, and all communication with Sage Intacct Web Services is encrypted.

Can I do bi-directional synchronization?

Yes, you can configure both one-way and two-way flows depending on your integration needs.

Does the connector support real-time sync?

Yes, Sage Intacct connectors can be used in workflows that run on schedules or event triggers.

Summary

The Sage Intacct Connector in DBSync Cloud Workflow empowers organizations to automate financial data exchange between Sage Intacct and other enterprise systems. It simplifies integration with a rich set of supported objects, secure authentication, and flexible workflow patterns - enabling operational efficiency and consistent data across platforms.

Useful Links

1. https://developer.Sage Intacct.com/tools/

2. https://developer.Sage Intacct.com/platform-services/

3. https://developer.Sage Intacct.com/api/