Sage Intacct to Database Integration
Sage Intacct to Database Integration
Setup your Database for Integration. In this Tutorial I am using Oracle Database named "Sage IntacctDB".
Create table "Account" 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 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")
);
Open www.mydbsync.com in your browser. Click on 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 Sage Intacct-Database and click Save.
A new Project will be created by the given Name. In this tutorial I have used name Intact-Database.
Click on Create New Process. Enter process name as Sage IntacctToDatabase. Click Save to save the process.
Click on Connectors on the left section of the Project console. You need to create new Connectors for Database & Sage Intacct.
Click on Create New Connector. Enter the Connector name as Sage Intacct. Select the Connector type as Sage Intacct Adapter and click Save.
Enter all the required details, click Save. Then, Validate connection.
Sage Intacct Connector is created and the connection is validated. Next, Database adapter needs to be created.
To create a Database adapter follow the steps given below;
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. Then, Validate connection.
Click on Projects. Then, click on the project Sage Intacct-Database. Here, you will see the new process Sage IntacctToDatabase. Click on the newly created process Sage IntacctToDatabase.
Using the button Create New Workflow, create the workflow "Execute".
Click on workflow Execute. You will see two sections: Trigger on the top; and, Rules on the bottom.
In the Trigger section, go to Advanced Query Builder and select Datasource as Sage Intacct.
Click on Switch to Advanced view and enter the following query in the Query Builder. Click Save and Close.
In the Rules section of a workflow, click on Add New Rule. Select Target Connector, Operation, Target Object as Database, Insert and Account, 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 on the left section. On the right, you will see the source fields under Schema.
Drag and drop the required fields from Schema into the required source fields.
Once you are done, close the mapping screen from Save and Close button 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 the 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 Sage Intacct to Database.
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