The Intacct connector is designed to allow you to move data into and out of Intacct's on-demand financial application suite. As an Intacct user, you can use DBSync's Intacct connector to integrate any on-premise applications and legacy systems with Intacct. This connector may also be used for integrating Intacct with other on-demand or SaaS based applications like CRM, E-Commerce, and others. Integrating with Intacct consists of an XML request/response sent over an HTTPS connection. The technical details of this connection such as request headers, error handling, HTTPS connection, etc. are all abstracted from the user to make implementation quick and easy.
In order to establish a connection to your Intacct account from DBSync's Intacct connector, you'll need the following
- You must confirm that your Intacct account is subscribed to the XML gateway and has privileges to connect to the Intacct API. Your Intacct representative can confirm this for you by providing you with a sender ID and password specific to the integration API.
- You must have Intacct URL that you should connect to. The default is https://www.intacct.com/ia/xml/xmlgw.phtml, but this should be confirmed by Intacct of your specific implementation.
- You must understand which interface(s) and XML request you would like to integrate basing on your business and integration requirement.
- You should also refer to Intacct Developer site for detail description of the available interface. Supported API XML version is 2.1.
The Intacct connector instance represents a single Intacct account, including login credentials. If a user wishes to connect to multiple instances of the either sandbox/production, create a separate connection for each and configure the parameters accordingly. The below table represent parameters required for opening the connection to Intacct user instance.
company Id is the required field to login to Intacct
To locate the company ID in Intacct, follow the below steps
user ID to connect to Intacct acccount
password of the Intacct account
Senderid is your api gateway credentials. Contact support or your account manager at Intacct for more details
Application Control / Sender Password is your API gateway credentials.Contact support or your account manager at Intacct for more details
Intacct API DTD Version
we default to 2.1
Intacct Gateway Url
we default to 'api.intacct.com'
After a connector is created within a project, set up the connector within the project. DBSync can map to and from the systems which are supported by our standard connector list and use Intacct connector to retrieve data from or send data to Intacct Platform.
click on the following link to know which all connectors we support Connectors List
This section gives out Trigger properties of Intacct connector that need to be set from Trigger section of DBSync
Get or GetList
Batch size of requests to process
'select' query to get records from Intacct
Supported Query format
The Intacct Trigger allows dbsync core system to query entities from the Intacct Backend services. Intacct exposes a “get” and “get_list” interface which is masked using a “SELECT query syntax” exposed by the Intacct connector. The “SELECT query” syntax is given below:
In the above-mentioned syntax:
Fields: The fields are actually the attributes or the elements within an entity which need to be fetched by the query. In case all the fields need to be fetched “*” could be used
Entity: The entity which needs to be fetched from the Intacct Backend
Where Clause: The “where” clause takes in a series of “or/and “ conditions which internally contain the logical expressions ( the operands) which need to be operated upon. Please note that only the first condition will have two expressions as operands and any other additional operand will be a single expression.
Please note that a “single_condition” is also supported which consists of a single expression in the where clause
Order By Clause: The “order_by” clause allows the sort order to be specified for the fields fetched
Note that where and order_by clauses are both optional and need not be specified. The “Query Type” property in Intacct Trigger specifies whether it is a list query or a single select query
Following are some examples
This section gives out Rule properties for Intacct connector that need to be set during the Rule setup in DBSync
External reference column to be used for upsert
required when 'write type' is 'upsert'
Name of table to write transaction
Max Batch Size
Batch size of requests to process
Insert, Update or Delete. Limited support for upsert
Uses Of Intaact Connector
The Intacct connector makes it easy to work with Intacct web service by:
- Synchronizing Intacct Customer, Items, Invoice and payment details with CRM Application back and forth.
- Gives enterprises the ability to provide better customer services, access to additional up-sell and cross-selling opportunities.
Frequently Asked Questions
Q: How does DBSync connect to Intacct?
A: DBSync connects to Intacct platform through connector called Intacct connector which has inbuilt API methods that open a connection to Intacct application for reading and writing data in and out of the platform.
Q: Does DBSync need to be installed on the same machine as that of Intacct?
A: The answer is No, As both of DBSync and Intacct platforms are available through the cloud and if required DBSync is available as on-premise version as well.
Q: How does Intacct connector handle errors?
A: The DBSync Intacct connector handles processing of errors in different ways depending on the error type and can be tracked via log section of the DBSync platform. If there is a connection error, authentication error, schema validation error then process level error is triggered.