Skip to main content
Feedback

Sage Intacct walkthrough

Sage Intacct is a cloud-based financial management software that offers a range of accounting features, such as accounts payable, accounts receivable, general ledger, cash management, and financial reporting. Sage Intacct is a popular choice among finance teams due to its scalability, flexibility, and ability to handle complex financial workflows.

Prerequisites

Before you start the integration process, ensure that you have the following:

Using Sage Intacct with Data Integration

Procedure

  1. Navigate to the Data Integration Account.
  2. Select the Sage Intacct connection that you created.
  3. Enter the required Resources you want to extract data from, such as Customers, Vendors, or Transactions.
  4. Define the desired Extract Method: Choose All to retrieve all data regardless of values/time periods, or select Incremental to control the date range.
note

If you have chosen the Incremental option:

  • Start Date/Value is mandatory.
  • Retrieves data for the date range specified between the Start and End dates.
  • If you leave the end date blank, the data will be pulled at the current time of the River's run.
  1. Select Interval Chunks - Data Integration offers the option to divide data loading into smaller chunks called Interval Chunks to improve efficiency and precision. You can choose from the following options:
  • Don't Split: Extract all data between the start and end dates in one go.
  • Minutes: Extract data in chunks of y minutes between the start and end dates.
  • Hourly: Extract data hourly between the start and end dates.
  • Daily: Extract data between the start and end dates in daily chunks.
  • Monthly: Extract data between the start and end dates in monthly chunks.
  • Yearly (less recommended): Extract data between the start and end dates in yearly chunks.
  1. Define the Mapping fields from the selected Resource by clicking Mapping Attribute. Data Integration collects the data and displays the fields in a table.
On this Page