2022

Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Panel

Database to Sage Intacct Integration

  • Setup your Database for Integration. For this Tutorial I am using MySQL Database Named "Sage IntacctDB".
  • Create tables "dbaccount" in Database with following script.

Database Script : MYSQL

Database Script : SQLSERVER

Database Script : Oracle

Code Block
create table 
`IntacctDB`
`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`) );
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.

...

  • Click on Project on the left section of console. Click on Create New Project, enter project name as Database-Sage Intacct & click on Save.
  • A new Project will be created by given Name. In this tutorial I have used name Database-Sage Intacct.
  • Click on Create New Process, enter process name as DatabasetoIntacctDatabasetoSage Intacct, 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 & Sage Intacct.
  • Click on Create New Connector enter the connector name as Sage Intacct & select the connector type as Sage Intacct Adapter and click on Save.
  • Enter all the required details, click on Save & then Validate connection.
  • Sage Intacct Connector is created and the connection is validated. Next, Database adapter need to be created.

...

  • Click on Projects, click on the project Database-Sage Intacct, there you will see the new process DatabaseToIntacctDatabaseToSage Intacct. Click on the newly created process DatabaseToIntacctDatabaseToSage Intacct.
  • Using the button Create New Workflow, create the workflow "Execute".

...

  • 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 Sage Intacct, Insert, create_customer respectively.

...

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