Connecting to Sage Intacct

Sage Intacct is cloud-based financial management and accounting software for small to mid-sized businesses. You can use the Sage Intacct data connector to import data your organization's Sage Intacct data.

Before you start

To connect to Sage Intacct, you must gather the following information:

• the company ID of the user authenticating to Sage Intacct
• the URL to connect to Sage Intacct
• the credentials to connect to the Sage Intacct account
• the Web Services SenderID and password assigned to you by Sage Intacct

For help gathering the connection prerequisites, contact the Sage Intacct administrator in your organization. If your administrator cannot help you, you or your administrator should contact Sage Intacct Support.

Create a Sage Intacct connection

1. From the Analytics main menu, select Import > Database and application.
2. From the New Connections tab, in the ACL DSN Connectors (Bundled) section, select Sage Intacct.

   Tip

   You can filter the list of available connectors by entering a search string in the Filter connections box. Connectors are listed alphabetically.

   The DSN Configuration dialog box appears.

3. In the DSN Configuration dialog box, click Show Required.
4. Provide values for the required fields, if any.
5. Click Test Connection.

   Note

   When you click the Test Connection button, it validates whether the connection and authentication details provided are correct. If you click OK without clicking Test Connection, the connection details are saved without any validation and may not work later if the values provided are incorrect.

   The log-in page for Sage Intacct appears.

6. Provide the connection details and authenticate your log-in.

   When the connection is successful, a dialog box opens displaying a success message.

7. Click OK in the dialog box that appears.

   The connection to Sage Intacct is established successfully.

8. In the DSN Configuration dialog box, click OK.

The connection for Sage Intacct is saved to the Existing Connections tab. In the future, you can reconnect to Sage Intacct from the saved connection.

Once the connection is established, the Data Access window opens to the Staging Area and you can begin importing data. For help importing data from Sage Intacct, see Working with the Data Access window.

Rename the connection

When you create the Sage Intacct data connector, you cannot provide a Connection name of your choice and the connection is saved to the Existing Connections tab with the same name as your data source. If you want to rename it, navigate to the Existing Connections tab, expand the ACL Connectors (DSN) section, click the ellipsis icon corresponding to Sage Intacct and select Rename connection.