2022

Page tree

Versions Compared

Key

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

...

  • Setup your Database for Integration. For In this Tutorial I am using Oracle Database named "Sage IntacctDB".

...

  • 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.

...

  • 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.
Code Block
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, 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 ensure make sure that the status of workflow is On.
  • You can run the 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.