Page History

Panel
Database to Intacct Integration

Setup your Database for Integration. For this Tutorial I am using MySQL Database Named "IntacctDB".

Create tables "dbaccount" in Database with following script.

Database Script : MYSQL

Database Script : SQLSERVER

Database Script : Oracle

Code Block

create table `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`) );

Code Block

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) );

Code Block

 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 on Customer Login.

Enter your DBSync username and password to login. Click on Launch to navigate to Project console.

Click on Project on the left section of console. Click on Create New Project, enter project name as Database-Intacct & click on Save.

A new Project will be created by given Name. In this tutorial I have used name Database-Intacct.

Click on Create New Process, enter process name as DatabasetoIntacct, click on Save to save the process.

Click on Connectors on the left section of Project console. You need to create new connectors for Database & Intacct.

Click on Create New Connector enter the connector name as Intacct & select the connector type as Intacct Adapter and click on Save.

Enter all the required details, click on Save & then Validate connection.

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 & select the connector type as Database Adapter and click on Save.

Enter all the required details, click on Save & then Validate connection.

Click on Projects, click on the project Database-Intacct, there you will see the new process DatabaseToIntacct. Click on the newly created process DatabaseToIntacct.

Using the button Create New Workflow, create the workflow "Execute".

Click on workflow Execute, You will see two sections Trigger on the top & Rules in the bottom.

In Trigger section, go to Advanced Query Builder select Datasource as Database.

Click on Switch to Advanced view & enter the below query in the Query Builder. Click on Save and Close.

Code Block
select AccountID, AccountName, BillingStreet, BillingPostalCode, AnnualRevenue, LastModifiedDate, NumberOfLocations from dbaccount

In Rules section of a workflow, click on Add New Rule, Select Target Connector, Operation, Target Object as Intacct, Insert, 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 list of target fields in the left section. On the right you will the source fields under Schema.

Drag & 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 ensure that the status of workflow is On.

You can run the integration, using the Run button or the Scheduler in the left section of Project console. Run button is available once you open the project.

Using the button Logs in the left section, you can view the Logs.

This concludes brief introduction on building DBSync integration data flow from Database to Intacct.

Page tree

Versions Compared

Old Version 37

New Version 38

Key

Database to Intacct Integration