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Sage Intacct to Database Integration

  • Setup your Database for Integration. For this Tutorial I am using Oracle Database named "Sage IntacctDB".
  • Create table "Account" in Database with following script.

Database Script : MYSQL

Database Script : SQLSERVER

Database Script : Oracle

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`) );

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")
);

...

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

...

  • Click on Create New Process, enter process name as Sage IntacctToDatabase, 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 Sage Intacct-Database, there 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".

...

  • In Trigger section, go to Advanced Query Builder select Datasource as Sage Intacct.
  • Click on Switch to Advanced view & enter the below query in the Query Builder. Click on Save and Close.
Code Block

select CustomerID, ignoreduplicates, name, parentid, shippingmethod, custtype from customer

...

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