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Overview 

The Sage Intacct connector is designed to allow you to move data into and out of Intacct's onSage Intacct on-demand financial application suite. As an Sage Intacct user, you can use DBSync's Sage Intacct connector to integrate any on-premise applications and legacy systems with Sage Intacct. This connector may also be used for integrating Sage Intacct with other on-demand or SaaS based applications like CRM, E-Commerce, and others. Integrating with Sage 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.

Prerequisites

In order to establish a connection to your Sage Intacct account from DBSync's DBSync Sage Intacct connector, you'll need the following

1. You must confirm that your Sage Intacct account is subscribed to the XML gateway and has 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.
2. You must have Sage Intacct URL that you should connect to. The default is https://www.intacctSage Intacct.com/ia/xml/xmlgw.phtml, but this should be confirmed by Sage Intacct of your specific implementation.
3. You must understand which interface(s) and XML request you would like to integrate basing on your business and integration requirement.
4. You should also refer to Sage Intacct Developer site for detail description of the available interface. Supported API XML version is 2.1.

Connector Configurations

The Sage Intacct connector instance represents a single Sage 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 Sage Intacct user instance.

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 Sage Intacct connector to retrieve data from or send data to Sage Intacct Platform.

click on the following link to know which all connectors we support Connectors List

This section gives out Trigger properties of Sage Intacct connector that need to be set from Trigger section of  DBSync

Supported Query format

The Sage Intacct Trigger allows 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>

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 Sage 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 Sage Intacct Trigger  specifies whether it is a list query or a single select query

Following are some examples

  select * from customer

 select customerid,name,parentid,termname,custrepid,shippingmethod,custtype,taxid,creditlimit from customer

 select * from invoice WHERE [whenmodified < 10/22/2010 00:00:00\]

 select recordno,customerid,name from customer where [customerid = ZAB001] AND [recordno = 24]

 select * from customer [key=Key_Value]

This section gives out Rule properties for Sage Intacct connector that need to be set during the Rule setup in DBSync

Uses Of Intaact Sage Intacct Connector

The Sage Intacct connector makes it easy to work with 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

Q: How does DBSync connect to IntacctSage Intacct?

A: DBSync connects to Sage Intacct platform through connector called Sage Intacct connector which has inbuilt API methods that open a connection to Sage 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 Sage Intacct?

A: The answer is No, As both of DBSync and Sage Intacct platforms are available through the cloud and if required DBSync is available as on-premise version as well.

Q: How does Sage Intacct connector handle errors?

A: The DBSync Sage 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.