Configuring the Extractions

After configuring the source and destination connections, you need to import the Sage Intacct zip templates to create extractions.

You then need to validate and build the extractions. This will create the tables and validate all SQL queries or calculated fields. Lastly, you need to run the extractions to populate the database tables.

You need to configure two extractions:

  1. Extraction with Incremental Refresh.

  2. Extraction without Incremental Refresh.

Configure the incremental refresh extraction

The Refresh extraction is used for tables that have a valid Last Modified Date.

  1. In DataSync, import the extraction (see Importing an Extraction for further details):

    1. Click the Import icon located on the upper right-hand corner.

    2. In the Import Extraction window, click the Choose a zip file hyperlink and browse to the location where you saved the DS_EXTR_[Software-Version]_[Extraction-Version]_Sage Intacct with refresh DS-SYNC.zip file or drag it directly into that window. Click Next.

    3. The default extraction type is already selected. Click Next.

    4. In the Description field, enter Refresh for the name.

      Important

      It is required to use CPYID for the Column Name field.

    5. Select the Refresh source connection and the Data Warehouse destination connection (as described in Configuring the Connections).

    6. Click Add in the Destination Schema drop-down list to add the Intacct schema.

    7. Click Import.

    8. The Extractions window will automatically switch to the Tables window. Verify your tables and make sure that all fields are present. If some fields are missing, redo the import process.

      Note

      If you have already created custom fields in Sage Intacct, these fields are not yet synchronized. You will need to go to each of their tables and check the Sync option. You will also need to make these fields appear in the corresponding data models via the Data Model Designer, by double-clicking on the field in the related table in order to analyze them.

  2. Validate and build the Refresh extraction:

    1. Click Extractions on the left to return to the Extractions page.

    2. Select the Refresh extraction in the list and click the Validate and Build icon.

    3. In the Validate and Build dialog box, select the Drop the previously created object and recreate the objects... option and click Build.

    1. Wait for the process to be done. A validation report is displayed to give you a quick overview once the process is finished. The results are displayed in the Status column. If there is an error, click the hyperlink in the Error column to view the Log Page.

  3. Run the Refresh extraction:

    1. Select the Refresh extraction in the list and click the Run Extraction Now icon.

    2. Select the tables to be populated.

    3. In the upper-right hand corner, select Truncate and Load and click Run. This will replace all data in your destination with the current data from your source.

    4. Wait for the process to be done. When the process is finished, the results are displayed in the Status column. If there is an error, you can view more details on it by clicking on the hyperlink in the Error column, which leads to the Log Page.

Configure the non incremental refresh extraction

The No Refresh extraction is used for tables that do not have a valid Last Modified Date.

  1. In DataSync, import the extraction (see Importing an Extraction for further details):

    1. Click the Import icon located on the upper right-hand corner.

    2. In the Import Extraction window, click the Choose a zip file hyperlink and browse to the location where you saved the DS_EXTR_[Software-Version]_[Extraction-Version]_Sage Intacct w_o refresh DS-SYNC.zip file or drag it directly into that window. Click Next.

    3. The default extraction type is already selected. Click Next.

    4. In the Description field, enter No Refresh for the name.

      Important

      It is required to use CPYID for the Column Name field.

    5. Select the No Refresh source connection and the Data Warehouse destination connection (as described in Configuring the Connections).

    6. Click Import.

    7. The Extractions window will automatically switch to the Tables window. Verify your tables and make sure that all fields are present. If some fields are missing, redo the import process.

  2. Validate and build the Refresh extraction:

    1. Click Extractions on the left to return to the Extractions page.

    2. Select the Refresh extraction in the list and click the Validate and Build icon.

    3. In the Validate and Build dialog box, select the Drop the previously created object and recreate the objects... option and click Build.

    1. Wait for the process to be done. A validation report is displayed to give you a quick overview once the process is finished. The results are displayed in the Status column. If there is an error, click the hyperlink in the Error column to view the Log Page.

  3. Run the Refresh extraction:

    1. Select the Refresh extraction in the list and click the Run Extraction Now icon.

    2. Select the tables to be populated.

    3. In the upper-right hand corner, select Truncate and Load and click Run. This will replace all data in your destination with the current data from your source.

    4. Wait for the process to be done. When the process is finished, the results are displayed in the Status column. If there is an error, you can view more details on it by clicking on the hyperlink in the Error column, which leads to the Log Page.