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Sage Intacct

Version 23.4.8843

Sage Intacct

CData Sync アプリケーションからSage Intacct コネクタを使用して、Sage Intacct からデータを取得してサポートされている任意の同期先に移動できます。これを行うには、コネクタを追加し、コネクタへの認証を行い、接続を完了する必要があります。

Prerequisites

In addition to creating a Sage Intacct account, you also need to perform these prerequisites:

  • Enable a Web Services subscription by navigating to Company > Admin > Subscriptions.

  • Create a Web-Services user account without UI access. Sage Intacct recommends that you create a Web-Services-only user, which you can do by navigating to Company > Admin and clicking the plus sign (+) next to Web Services users.

    Note: Web Services users are programmatic users and never log into the UI. Therefore, both single sign-on and multifactor authentication are disabled automatically for them.

You can establish a connection to Sage Intacct using either the embedded credentials or with your own credentials.

Sage Intacct コネクタを追加

Sync でSage Intacct のデータを使用できるようにするには、まず以下の手順でコネクタを追加する必要があります。

  1. Sync のダッシュボードから接続ページを開きます。

  2. 接続を追加をクリックしてコネクタを選択ページを開きます。

  3. データソースタブをクリックしてSage Intacct 行に移動します。

  4. 行末にある接続を設定アイコンをクリックして、新しい接続ページを開きます。接続を設定アイコンが利用できない場合は、コネクタをダウンロードアイコンをクリックしてSage Intacct コネクタをインストールします。新規コネクタのインストールについて詳しくは、接続を参照してください。

Sage Intacct への認証

コネクタを追加したら、必須プロパティを設定する必要があります。

  • Company ID - Enter the company Id of the user who is authenticating to the Sage Intacct server.

CData Sync supports authenticating to Sage Intacct in several ways. Select your authentication method below to proceed to the relevant section that contains the authentication details.

BasicReadOnly

CData Sync provides embedded Web Services credentials that you can use to read data from Sage Intacct. To allow authentication with the embedded credentials:

  1. From your Intacct Web Services dashboard, navigate to Company > Company Info (Configuration > Company in new UI) > Security > Web Services Authorizations / Edit.

  2. Add CData to your Web Services authorizations. (This value is case-sensitive.)

  3. In CData Sync, set the following properties:

    • Auth Scheme - Select BasicReadOnly

    • User - Enter the username that you use to authenticate to Sage Intacct.

    • Password - Enter the password that you use to authenticate to Sage Intacct.

Basic

To connect with your own Sender ID, set the following properties

  • Auth Scheme - Select Basic

  • User - Enter the username that you use to authenticate to Sage Intacct.

  • Password - Enter the password that you use to authenticate to Sage Intacct.

  • Sender ID - Enter the Web Services sender identifier (Id) that was assigned to you by Sage Intacct.

  • Sender Password - Enter your registered Web Services password.

OKTA

To connect with single sign-on (SSO) via Okta, set the following properties:

  • Auth Scheme - Select Okta.

  • User - Enter the username that you use to authenticate to your Okta account.

  • Password - Enter the password that you use to authenticate to your Okta account.

  • SSO Login URL - Enter the login URL that is used by your SSO provider.

  • SSO Properties - Enter a comma-separated list of the single sign-on (SSO) properties that you want to use. This includes:

    • IntacctUserID - Set this value to the Intacct User ID that is mapped to the Okta user you set in the User connection property.

    • APIToken (optional) - Set this to the API Token that the customer created from the Okta organization. It should be used when authenticating a user via a trusted application or proxy that overrides Okta client request context.

Complete Your Connection

To complete your connection:

  1. 高度な設定タブで接続の高度な設定を定義します。（ただし、ほとんどの場合これらの設定は必要ありません。）

  2. 作成およびテストをクリックして接続を作成します。

詳細情報

CData Sync とSage Intacct の連携について、詳しくはSage Intacct Connector for CData Sync を参照してください。