Sage Intacct Cloud Connector Setup Guide

Overview

The Sage Intacct Cloud Connector enables connectivity between Sage Intacct and Spreadsheet Server by replicating data from Sage Intacct to a cloud database. This allows Spreadsheet Server to efficiently query cloud ERP data.

Cloud ERP systems require API consumption capabilities that Spreadsheet Server cannot provide directly. The Cloud Connector bridges this gap by replicating data to a structured database that Spreadsheet Server can query.

Note: The Sage Intacct Cloud Connector is available from Spreadsheet Server version 25.4 onwards.

Before You Begin

Gather Required Information

Collect the following information before starting setup:

• Company ID: Located in Sage Intacct under Company > Configuration > Company
• User ID: Sage Intacct user credentials
• Password: Sage Intacct user password

Note: Sender ID and Sender Password will be provided by insightsoftware. If you do not have a Web Services license, contact insightsoftware for credentials.

Setting Up the Connection

Understanding the Setup Process

During setup, Cloud Connector opens a new page to enter Sage Intacct credentials. This credential entry page securely stores authentication information and then returns to Cloud Connector to complete the data source configuration.

Step 1: Enter Sage Intacct Credentials

Focus: Basic Authentication Setup

The primary configuration requirement is setting up basic authentication correctly.

1. Open Cloud Connector and navigate to Data Sources.
2. Click New Source.
3. Select Sage Intacct from the Connection Source dropdown.
4. Click the + (plus) icon next to Access Gateway Connection Name.
5. A new page opens to enter credentials.

   

Enter Authentication Information

Enter the following required fields on the credentials page:

• Connection Name: Descriptive identifier (for example: "SageIntacct_Production")
• Company ID: Sage Intacct company identifier
• Auth Scheme: Select Basic.
• User: Sage Intacct user ID
• Password: Sage Intacct user password

Sender Credentials:

• Sender ID: Provided by insightsoftware
• Sender Password: Provided by insightsoftware

Note: If you do not have a Web Services license, contact insightsoftware for Sender ID and Sender Password.

Test the Connection

1. Click Save and Test.
2. Verify successful connection.
3. If the test fails, verify credentials and Web Services enablement.
4. The page closes and returns to Cloud Connector after successful test.

   

Step 2: Complete Data Source Configuration

Return to the Cloud Connector New Source dialog:

1. Click the refresh icon next to Connection Name dropdown
2. Select the newly created connection
3. Enter a Source Name (example: "Sage Intacct Production")
4. Configure the following fields:
   • Schema: Enter schema name (available in the Data Model section of the credentials page)
   • Timestamp Fields: Enter field names for tracking modifications (example: WHENMODIFIED,WHENCREATED)
   • Delete Indicator Fields: Enter deletion indicator field names (if applicable)
   • Identifier Fields: Enter primary key field names (example: RECORDNO)
5. Click Save

Field Configuration Notes

• Timestamp Fields: Enable incremental replication instead of full replication
• Delete Indicator Fields: Track deleted records in replicated data
• Identifier Fields: Used for record matching during updates
• Consult administrator if unsure about field values

Configuring Replication Tasks

Tasks determine which Sage Intacct tables are replicated.

Common Tables for Financial Reporting

The following tables are typically required for Spreadsheet Server financial reporting:

General Ledger Tables

• GLACCOUNTBALANCE: Account balance information
• GLDETAIL: Detailed GL transaction information
• GLJOURNAL: Journal entries
• GLENTRY: Individual GL entry details
• GLBATCH: GL batch records
• GLBUDGETITEM: Budget line items
• REPORTINGPERIOD: Accounting periods

Dimension Tables

• GLACCOUNT: Chart of accounts
• LOCATION: Location information
• DEPARTMENT: Department records
• CLASS: Classification data
• PROJECT: Project records
• CUSTOMER: Customer master data
• VENDOR: Vendor master data
• EMPLOYEE: Employee information

Configuration Tables

• COMPANY: Company information
• TRXCURRENCIES: Transaction currencies
• GLACCTGRPHIERARCHY: Account hierarchies
• GLACCTGRP: Account groups

Creating a Replication Task

1. Navigate to the Data Source in Cloud Connector.
2. Click Add Task.
3. Enter Task Name (example: "Financial Data Replication").
4. Select tables to replicate from the available list.
5. Configure Replication Schedule (when replication occurs).
6. Save the task.
7. Run the task to begin replication.

Editing Tasks

To modify an existing task:

1. Locate the task in the Data Source.
2. Click the menu (…) and select Edit.
3. Add or remove tables as needed.
4. Update replication schedule if needed.
5. Save changes.
6. Run the task to apply updates.

Application Configurator Setup

After replication tasks have run successfully, configure Spreadsheet Server to access the replicated data.

Creating the Connection

1. Open Application Configurator.
2. Navigate to connection settings.
3. Create a new connection.
4. Choose CloudConnectorSaaS option.
5. Enter connection parameters:
   • Host Name/IP Address: Provided by administrator
   • Port: 443
   • Database: Provided by administrator
   • Authentication credentials: Provided by administrator
   • SQL Syntax: PostgreSQL
6. Click Test Connection.
7. Verify successful connection.
8. Save the configuration.

Best Practices

Connection Setup

• Use dedicated Web Services user accounts
• Use descriptive connection names indicating environment (example: "Sage Intacct Production")
• Test connections after configuration changes

Task Configuration

• Start with essential financial tables
• Add additional tables based on reporting requirements
• Schedule replication during off-peak hours
• Monitor initial task runs for errors

Maintenance

• Review task execution logs regularly
• Update credentials when changed in Sage Intacct
• Remove unused tasks periodically

Troubleshooting

Connection Issues

Problem: Connection test fails

Solutions:

• Verify Company ID, User ID, and Password are correct
• Confirm Web Services is enabled in Sage Intacct
• Check that user has appropriate permissions
• Verify API access is granted to the Web Services user

Problem: Connection not appearing in dropdown

Solutions:

• Click refresh icon in Cloud Connector
• Verify connection saved successfully on the credentials page
• Check login status on the credentials page

Replication Issues

Problem: Task fails or shows errors

Solutions:

• Verify the credentials page connection is active
• Check user has permissions for selected tables
• Review task execution logs for specific errors
• Contact administrator for assistance

Problem: Data not updating

Solutions:

• Verify replication tasks have run successfully
• Check task execution schedule
• Confirm source data has changed in Sage Intacct

Application Configurator Issues

Problem: Cannot connect to replicated data

Solutions:

• Verify connection parameters are correct
• Confirm replication tasks have completed successfully
• Contact administrator for configuration assistance

Problem: Tables not visible

Solutions:

• Check replication task in Cloud Connector
• Verify tables were included in replication task
• Confirm replication task has run at least once