DBSync Cloud Workflow (iPaaS) : Sage Intacct to Database Integration

Created by Vishwanath B, last modified by Munira Majumdar on Jan 16, 2020

Sage Intacct to Database Integration

  • Setup your Database for Integration. In 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 `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")
);

  • Enter your DBSync Username and Password to login. Click on Launch to navigate to the Project console.
  • Click on Project on the left section of the console. Click on Create New Project. Enter project name as Sage Intacct-Database and click Save.
  • A new Project will be created by the given Name. In this tutorial I have used name Intact-Database.
  • Click on Create New Process. Enter process name as Sage IntacctToDatabase. Click Save to save the process.
  • Click on Connectors on the left section of the 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 Save.
  • Enter all the required details, click Save. Then, Validate connection.
  • Sage Intacct Connector is created and the connection is validated. Next, Database adapter needs to be created.
  • Click on Connectors on the left section of Project console. Click on Create New Connector.
  • Enter connection name as Database and select the Connector type as Database Adapter. Click Save.
  • Enter all the required details. Click Save. Then, Validate connection.
  • Click on Projects. Then, click on the project Sage Intacct-Database. Here, 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".
  • Click on workflow Execute. You will see two sections: Trigger on the top; and, Rules on the bottom.
  • In the Trigger section, go to Advanced Query Builder and select Datasource as Sage Intacct.
  • Click on Switch to Advanced view and enter the following query in the Query Builder. Click Save and Close.
select CustomerID, ignoreduplicates, name, parentid, shippingmethod, custtype from customer
  • In the Rules section of a workflow, click on Add New Rule. Select Target Connector, Operation, Target Object as Database, Insert and Account, respectively.
  • Click on the Map in this newly created Rule. You will see a mapping screen.
  • In the mapping screen, you will see a list of target fields on the left section. On the right, you will see the source fields under Schema.
  • Drag and 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 make sure that the status of workflow is On.
  • You can run the integration using the Run button; or, the Scheduler on the left section of the Project console. Run button is available once you open the Project.
  • Using the button Logs on the left section, you can view the Logs.
  • This concludes brief introduction on how to build DBSync integration data flow from Sage Intacct to Database.

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