Contents x
    Sage Intacct
    • 3 Minutes to read
    • Dark
      Light
    Contents

    Sage Intacct

    • 3 Minutes to read
    • Dark
      Light
    Article summary

    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 and select the connector from the list.
    2. Select your dataset and click on Next to continue.
      DATADDO TIP

      If you are not sure which dataset you need but know the metrics and attributes, use the Search by Name or Attribute function.

      Fixed-schema connector
    3. From the drop-down menu, select your authorizer.
      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.

    4. Name your data source and select your metrics and attributes. Keep in mind that metrics and attributes depend on the selected dataset.
    5. Configure your sync frequency or the exact synchronization time under Show advanced settings.
      DATADDO TIP

      If you need to load historical data, please refer to the Data Backfilling article.

    6. Preview your data by clicking on the Test Data button in the top right corner. You can adjust the date range for a more specific time frame.
    7. 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

    Was this article helpful?
    What's Next