---
title: "Sage Intacct"
slug: "sage-intacct"
description: "Connect Sage Intacct to Dataddo and sync its data to any dashboard, database, or data warehouse. No coding required."
updated: 2026-07-09T08:36:41Z
published: 2026-07-09T08:36:41Z
canonical: "docs.dataddo.com/sage-intacct"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dataddo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sage Intacct

**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](https://www.dataddo.com/connector/sage_intacct).

Refer to Sage Intacct's official documentation to see [all available endpoints from the Sage Intacct API](https://developer.intacct.com/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**.

:::(Error) ()
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](https://app.dataddo.com/service/new) 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**.

## Data Coverage

Sage Intacct exposes the following datasets. Each dataset maps to a table you can extract. Example fields are a representative sample; each dataset returns more columns.

| Dataset | Description | Example fields | Date range |
| --- | --- | --- | --- |
| Company And Console Departments |  | Department ID, Created By, Custom Title, Is Rollup Department Grouping, Manager Employee ID, Modified By (+11 more) | Yes |
| Company And Console Location |  | Location ID, Address Country Default, Business Days, Contact Key, Created By, Currency (+38 more) | Yes |
| General Ledger Account Balance |  | Class Dimension Key, Account Number, Account Rec, Account Title, Book ID, Class ID (+39 more) | Yes |
| General Ledger Budget |  | Budget ID, Created By, Currency, Default Budget, Description, External ID (+68 more) | Yes |
| General Ledger Detail |  | Record ID, Account Number, Account Title, Adjustment, Amount, AU Created By (+77 more) | Yes |
| General Ledger Journal Entries |  | Record Number, Balance, Base Location, Base Location Number, Batch Number, Batch Date (+29 more) | Yes |

## How Data Extraction Works

Every dataset for this connector uses a relative date range: the source reads a relative window (for example "last 7 days"), and that window slides forward with the current date. Every run re-reads the window, so a range of "1 day ago" always pulls the previous day (D-1). Each run replaces the window's data rather than adding older history. To load records from before the window, run a full data re-sync with a wider range. See [Data Backfilling](/docs/data-backfilling).

Set the relative date range when you create the source.

## Metadata Columns

When you create a source, you can add these Dataddo metadata columns to the extracted data:

- **dataddo_hash** - a fingerprint built from each record's key fields. It works as a natural key, so it is ideal for upserts (updating existing rows in your destination instead of creating duplicates).
- **dataddo_extraction_timestamp** - the date and time the row was extracted. Use it to track how records change over time, for example to build slowly changing dimensions.

## How to Create a Sage Intacct Data Source

Creating a data source takes you through six steps, shown in the progress bar at the top of the wizard. Each step is explained below.

**1. Pick the connector**

On the **Sources** page, click **Create Source**, then select the connector from the catalog. Use the search bar or the category tabs if you do not see it right away. You can rename the source at any time using the pencil icon next to its name.

**2. Select the dataset**

A dataset defines the shape of your data: which fields you get and how they relate. Select the dataset you want; you can still fine-tune the exact fields later.

- Each dataset has a short description of what it contains. Use the search box to find a dataset, attribute, or metric by name.
- The panel on the right previews the selected dataset's fields. For each field you can see its **data type**, whether it holds **sensitive** data (personal fields such as name or email are flagged), and which **other datasets it links to**, so you can see how the datasets relate.

**3. Choose the account**

This step selects what Dataddo reads from.

- **Authorizer:** Select an account you have already authorized from the drop-down. If you have none yet, choose **Add new account** and follow the prompts. If no authorizer is selected, Dataddo asks you to authorize before you continue.
- **What to extract from:** Select the exact entity you want to pull data from. Depending on the service this may be labelled an account, property, profile, workspace, or similar, sometimes with a sub-level to choose as well.
- **Multiple accounts:** To pull the same data from every entity you can access, turn on **Automatically collect data from all ...**. This is multi-account extraction. Leave it off to choose them by hand.

**4. Refine the attributes and metrics**

The dataset already sets the structure. Here you fine-tune it: tick or untick the specific attributes and metrics you want to keep, and use the search box to find a field quickly. Click **Test on Sample Data** at any point to preview the result before you continue.

**5. Add metadata columns (optional)**

Two optional columns help your destination handle the data.

- **Dataddo Hash (Include Row Hash):** a fingerprint built from the columns you pick. It works as a natural key, so your destination can deduplicate rows and run upserts instead of creating duplicates. Turn it on, then select the columns that uniquely identify a row.
- **Dataddo Extraction Timestamp:** the time each row was extracted. Use it to watermark the data, for example to build slowly changing dimensions or to track when a value last changed.

**6. Set the schedule**

Decide how often Dataddo runs the extraction.

- **Frequency:** how often the pipeline runs, for example daily. Click **Show advanced settings** to also set the exact hour and minute (UTC).
- **Date range:** the relative window each run extracts, for example "Yesterday". The window moves forward on every run.
- **Historical data:** a new source starts from the current window. To load older data, run a [full data re-sync](https://docs.dataddo.com/docs/data-backfilling) after the source is created.
- **Allow Empty Data Extractions:** when on, a run that returns no data records zero rows instead of failing. Turn it on if the source can legitimately have periods with no data.

Click **Save**. Your 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](https://docs.dataddo.com/docs/data-backfilling).
* **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**
* [Simple Data Integration to Dashboards](https://docs.dataddo.com/docs/simple-data-integration-to-dashboards)
* [Data Backfilling to Dashboarding Apps](https://docs.dataddo.com/docs/data-backfilling-to-dashboarding-apps)

**Sending Data to Data Storages**
* [Batch Ingestion to Data Warehouses](https://docs.dataddo.com/docs/ingestion-to-data-warehouses)
* [Data Backfilling to Storages](https://docs.dataddo.com/docs/data-backfilling-to-storages)

**Other Resources**
* [Troubleshooting](https://docs.dataddo.com/docs/troubleshooting)
* [Extraction Logs](https://docs.dataddo.com/docs/extraction-logs)
* [Data Duplication](https://docs.dataddo.com/docs/data-duplication)