Sage Intacct Connector Setup

Version 22.0.8423


Sage Intacct Connector Setup


The Sage Intacct connector allows you to integrate Sage Intacct into your data flow by pushing or pulling data from Sage Intacct. Follow the steps below to connect CData Arc to Sage Intacct.

Establish a Connection

To allow Arc to use data from Sage Intacct, you must first establish a connection to Sage Intacct. There are two ways to establish this connection:

  • Add a Sage Intacct connector to your flow. Then, in the settings pane, click Create next to the Connection drop-down list.
  • Open the Arc Settings page, then open the Connections tab. Click Add, select Sage Intacct, and click Next.

Note:

  • The login process is only required the first time the connection is created.
  • Connections to Sage Intacct can be re-used across multiple Sage Intacct connectors.

Enter Connection Settings

After opening a new connection dialogue, follow these steps:

  1. Provide the requested information:

    • Name — The static name of the connection. Set this as desired.
    • Type — This is always set to Sage Intacct.
    • Auth Scheme — The authentication scheme to use for the connection. Options are Basic and Okta.
    • Company Id — (Basic Auth Scheme Only) The Company Id for authentication.
    • SSO Login URL — (Okta Auth Scheme Only) The single sign-on (SSO) URL for authentication.
    • User — The username to use for logging in.
    • Password — The password for the user entered above.
    • Intacct User Id — (Okta Auth Scheme Only) The User Id for authentication.
    • API Token — (Okta Auth Scheme Only) The API token for authentication.
  2. If needed, click Advanced to open the drop-down menu of advanced connection settings. These should not be needed in most cases.

  3. Click Test Connection to ensure that Arc can connect to Sage Intacct with the provided information. If an error occurs, check all fields and try again.

  4. Click Add Connection to finalize the connection.

  5. In the Connection drop-down list of the connector configuration pane, select the newly-created connection.

  6. Click Save Changes.

Select an Action

After establishing a connection to Sage Intacct, you must choose the action that the Sage Intacct connector will perform. The table below outlines each action and where it belongs in an Arc flow.

Action Description Position in Flow
Upsert Inserts or updates Sage Intacct data. By default, if a record already exists in Sage Intacct, an update is performed on the existing data in Sage Intacct using the values provided from the input. End
Lookup Retrieves a value from Sage Intacct and inserts that value into an already-existing Arc message in the flow.
The Lookup Query determines what value the connector will retrieve from Sage Intacct. It should be formatted as a SQL query against the Sage Intacct tables.
Middle
Select Retrieves data from Sage Intacct and brings it into Arc.
You can use the Filter panel to add filters to the Select. These filters function similarly to WHERE clauses in SQL.
Beginning
Execute Stored Procedures Treats data coming into the connector as input for a stored procedure, and then passes the result down the flow.
You can click the Show Sample Data button to provide sample inputs to the selected Stored Procedure and preview the results.
Middle