2022
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Sage Intacct to Database Integration |
- Setup your Database for Integration. For 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` | create table dbAccount | CREATE TABLE "SYS"."DBACCOUNT" |
- Open www.mydbsync.com in your browser and click . Click on Customer Login.
- Enter your DBSync username Username and password 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 . Enter project name as Sage Intacct-Database & and click on 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 . Enter process name as Sage IntacctToDatabase, click on . Click Save to save the process.
- Click on Connectors on the left section of the Project console. You need to create new connectors Connectors for Database & Sage Intacct.
- Click on Create New Connector enter . Enter the connector Connector name as Sage Intacct & select . Select the connector Connector type as Sage Intacct Adapter and click on Save.
- Enter all the required details, click on click Save. Then, & then Validate connection.
- Sage Intacct Connector is created and the connection is validated. Next, Database adapter need 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 Connector type as Database Adapter and click on . Click Save.
- Enter all the required details, click on Save & then . Click Save. Then, Validate connection.
- Click on Projects. Then, click on the project Sage Intacct-Database. Here, 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".
- Click on workflow Execute, . You will see two sections: Trigger on the top & ; and, Rules in 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 below following query in the Query Builder. Click on Save and Close.
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select CustomerID, ignoreduplicates, name, parentid, shippingmethod, custtype from customer
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- In the Rules section of a workflow, click on Add New Rule, . Select Target Connector, Operation, Target Object as Database, Insert and Account, Account respectively.
- Click on the Map in this newly created Rule, you . You will see a mapping screen.
- In the mapping screen, you will see a list of target fields in 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 mapping, integration using the Run button; or, the Scheduler in on the left section of the Project console. Run button is available once you open the projectProject.
- Using the button Logs in on the left section, you can view the Logs.
- This concludes brief introduction on building how to build DBSync integration data flow from Sage Intacct to Database.
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