Database to Sage Intacct Integration
Database to Sage Intacct Integration
Setup your Database for Integration. In this Tutorial I am using MySQL Database Named "Sage IntacctDB".
Create tables "dbaccount" in Database with following script.
create table `Sage IntacctDB`.`dbAccount` (`AccountID` varchar(100) NOT NULL ,`AccountName` text NOT NULL ,`BillingStreet` text ,`BillingPostalCode` numeric(20) ,`AnnualRevenue` decimal(30,2) ,`CreatedDate` date ,`LastModifiedDate` datetime ,`NumberOfOfficeLocations` int ,PRIMARY KEY (`AccountID`) );
create table `Sage IntacctDB`.`dbAccount` (`AccountID` varchar(100) NOT NULL ,`AccountName` text NOT NULL ,`BillingStreet` text ,`BillingPostalCode` numeric(20) ,`AnnualRevenue` decimal(30,2) ,`CreatedDate` date ,`LastModifiedDate` datetime ,`NumberOfOfficeLocations` int ,PRIMARY KEY (`AccountID`) );
CREATE TABLE "SYS"."DBACCOUNT" ("ACCOUNTID" VARCHAR2(20 BYTE) NOT NULL ENABLE,"ACCOUNTNAME" VARCHAR2(100 BYTE),"BILLINGSTREET" VARCHAR2(50 BYTE),"BILLINGPOSTALCODE" VARCHAR2(50 BYTE),"ANNUALREVENUE" NUMBER(30,2),"CREATEDDATE" DATE,"LASTMODIFIEDDATE" VARCHAR2(40 BYTE),"NUMBEROFOFFICELOCATIONS" NUMBER(*,0), CONSTRAINT "DBACCOUNT_PK" PRIMARY KEY ("ACCOUNTID") );
Enter a sample data in "dbAccount" table.
Go to www.mydbsync.com. Open www.mydbsync.com in your browser and, click Customer Login.
Enter your DBSync Username and Password to login. Click on Launch to navigate to the Project console.
Click on Project on the left section of the console. Click on Create New Project. Enter Project name as Database-Sage Intacct and click on Save.
A new Project will be created by the given Name. In this tutorial, I have used name Database-Sage Intacct.
Click on Create New Process. Enter process name as DatabasetoSage Intacct. Then, click Save, to save the process.
Click on Connectors on the left section of Project console. You need to create new connectors for Database and Sage Intacct.
Click on Create New Connector. Enter the Connector name as Sage Intacct and select the Connector type as Sage Intacct Adapter and click Save.
Enter all the required details. Click Save and then Validate connection.
Sage Intacct Connector is created and the connection is validated.
Next, Database adapter need to be created.
Click on Connectors on the left section of Project console. Click on Create New Connector.
Enter connection name as Database and select the Connector type as Database Adapter. Click Save.
Enter all the required details. Click Save and then Validate connection.
Click on Projects. Then, click on the project Database-Sage Intacct. Here, you will see the new process DatabaseToSage Intacct. Click on the newly created process DatabaseToSage Intacct.
Using the button Create New Workflow, create the workflow "Execute".
Click on workflow Execute. You will see two sections: (1) Trigger on the top; and, Rules on the bottom.
In Trigger section, go to Advanced Query Builder and select Datasource as Database.
Click on Switch to Advanced view. Enter the following query in the Query Builder. Click Save and Close.
In Rules section of a workflow, click on Add New Rule. Select Target Connector, Operation, Target Object as Sage Intacct, Insert and create_customer, respectively.
Click on the Map in this newly created Rule. You will see a mapping screen.
In the mapping screen, you will see a list of target fields in the left section. On the right, you will see the source fields under Schema.
Drag and drop required fields from Schema into the required source fields.
Once you are done, close the mapping screen. Click 'Save and Close' on the top right. Save the workflow and make sure that the status of workflow is On.
You can run the integration using the Run button; or, the Scheduler on the left section of Project console. Run button is available once you open the Project.
Using the button Logs on the left section, you can view the Logs.
This concludes brief introduction on how to build DBSync integration data flow from Database to Sage Intacct.
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