The CData Excel Add-In for Sage Intacct models Sage Intacct data as an easy-to-use SQL database.

The data model of the add-in is dynamic. This means that, when you connect using the add-in, any changes you make in the Sage Intacct UI, such as adding a new table, adding new columns, or changing a column's data type, are automatically included in the schema of the add-in.

See Custom Fields and Item Aggregates for a more in-depth look at how the add-in exposes Sage Intacct data.

Tables

The Tables section, which details standard SQL tables, and the Views section, which lists read-only SQL tables, contain samples of what you may have access to in your Sage Intacct account.

Common tables include:

Table	Description
GLAccount	Maintains data for General Ledger (GL) accounts, including account codes, descriptions, types, balances, and configurations. Central for financial reporting and account structure management.
APBill	Stores accounts payable bill data, including vendor details, bill amounts, due dates, payment statuses, and associated transactions. Useful for tracking outstanding liabilities and managing vendor payments.
ARInvoice	Contains accounts receivable invoice data, offering details on customer transactions, invoice amounts, due dates, payment statuses, and associated items. Essential for managing receivables and tracking customer payments.
Vendor	Provides detailed vendor information, such as contact details, payment terms, tax information, and transaction history. Critical for supplier management and accounts payable processes.
Customer	Stores comprehensive customer data, including contact details, account information, credit limits, and transaction history. Supports customer relationship management and reporting.
Employee	Stores employee information, including personal details, employment status, and roles within the organization.
Journal	Journal data, including transactional records, journal entries, and related accounting information.
GLBatch	Provides data for General Ledger (GL) batches, including batch details and associated metadata.
APPymt	Accounts payable payments, including vendor details, payment amounts, and transaction statuses.
ARPayment	AR payment report data, including payment transactions, statuses, and associated metadata.
Item	Item data, including product details, pricing, and tax information for inventory and sales.
Location	Location data, including site information, contact details, and location-specific configurations.
Department	Information about organizational departments, including their hierarchy, supervisor, and associated attributes.
Class	Information about classification objects, including hierarchy, status, and metadata details.
Project	Projects managed by the organization, including project IDs, names, statuses, and associated resources.
Task	Task-related data, including project and customer information, task status, and budget/actual quantities.
Timesheet	Timesheet data, including employee information, time entries, and associated costs.
Dimensions	Lists all standard dimensions and user-defined dimensions (UDDs) in a company along with integration information about the objects.
APTerm	AP terms data, including due dates, discounts, penalties, and term-specific details.
Track	Information about track items, including their creation, updates, and associated attributes.

Stored Procedures

Stored Procedures are scripts that are invoked via SQL queries. They perform tasks beyond standard CRUD operations, including exposing Sage Intacct reports as tables, approving vendors, and creating attachments.