Sage Intacct

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Sage Intacct is a cloud-based financial management and accounting software designed for small to mid-sized businesses, offering features such as accounts payable, accounts receivable, cash management, and general ledger. It provides real-time financial and operational insights, streamlining processes and enhancing productivity for finance teams.

Refer to our website for the list of metrics and attributes available in Dataddo.

Refer to Sage Intacct's official documentation to see all available endpoints from the Sage Intacct API.

Authorize Connection to Sage Intacct

In Sage Intacct

To authorize your Sage Intacct account, you will need your sender credentials (ID and password), company ID, user credentials (ID and password).

To find company and sender IDs:

  1. In your Sage Intacct account, click on Applications in the top panel.
  2. Under the Configuration section, select Company.
    1. On the General tab, copy the company ID in the Company information section.
    2. On the Security tab, scroll down to the Web services authorizations section and copy the Sender ID.

To find your user ID:

  1. Click on Applications in the top panel again and switch to the Admin tab.
  2. Select Web services users.
  3. Copy your User ID.

Make sure you have an active Sage Intacct Web Services developer license, which includes a Web Services sender ID and password.

In Dataddo

  1. On the Authorizers page, click on Authorize New Service and select Sage Intacct.
  2. Fill in the following fields:
    1. Sender ID: Provide your Sage Intacct sender ID.
    2. Sender Password: Sage Intacct sender password.
    3. Company ID: Your Sage Intacct company ID.
    4. User ID: Your Sage Intacct web services user ID.
    5. User Password: Your Sage Intacct password.
  3. Rename your authorizer for easier identification and click on Save.

How to Create a Sage Intacct Data Source

  1. On the Sources page, click on the Create Source button.
  2. Select the connector from the list and name your data source.
  3. On the Dataset step, select your dataset.
    DATADDO TIP

    If you're unsure which dataset to select, use the search bar to look for datasets with the desired attributes or metrics.

  4. On the Account step select your authorizer from the drop-down menu.
    Didn't find your authorizer?

    Click on Add new Account at the bottom of the drop-down and follow the on-screen prompts. You can also go to the Authorizers tab and click on Add New Service.

  5. On the Attributes and Metrics step, select the metrics and attributes you want to extract.
    Create a source using a custom-schema connector.
  6. On the Metadata step, select which metadata fields such as extraction time to add to your data.
  7. On the Snapshot step:
    1. Configure your sync frequency or click Show advanced settings to set the exact synchronization time.
      DATADDO TIP

      To load historical data, refer to the Data Backfilling article.

    2. [Optional] Enable the Allow Empty Data Extractions toggle to allow the extraction when no data is available.
  8. In the top-right corner, click Test Data button to preview extracted data. Adjust the date range for specific time frame.
  9. Click on Save and congratulations, your new data source is ready!

Troubleshooting

Data Preview Unavailable

No data preview when you click on Test Data might be caused by an issue with your source configuration. The most common causes are:

  • Date range: Try a smaller date range. You can load the rest of your data afterward via manual data load.
  • Insufficient permissions: Please make sure your authorized account has at least admin-level permissions.

Related Articles

Now that you have successfully created a data source, see how you can connect your data to a dashboarding app or a data storage.

Sending Data to Dashboarding Apps

Sending Data to Data Storages

Other Resources