Sage Intacct

The Sage Intacct template provides a ready‑to‑use set of data models, views, dashboards, and workbooks to help you quickly analyze your Sage Intacct data. It supports multiple deployment scenarios, whether you’re connecting directly to production, working with a replicated data warehouse, consolidating several companies, or using the SEI Cloud.

Start by selecting the installation scenario that best matches your environment. After setup, explore the predefined analyses included with the template. For details on available data models, dashboards, and workbooks, see Predefined Analyses.

Prerequisites

Prerequisites

Before you begin, make sure you have:

• Sage Intacct: A supported version installed.
• Destination database: A target database, preferably matching your Sage Intacct database collation.
• DataSync: A supported version installed.
• Installation package: The latest package from ShareFile.

Installation scenarios

Choose the scenario that matches your environment:

Scenario	Description	When to choose
Non-SEI Cloud Integration	Uses DataSync to synchronize your data to a warehouse hosted outside the SEI Cloud. The template reads from this synchronized source.	For organizations that want to manage, store, and report on their data independently, without relying the SEI Cloud.
Consolidated	Uses DataSync to centralize data from multiple Sage Intacct companies into a unified warehouse for group‑level reporting.	For organizations managing multiple Sage Intacct companies that require consolidated or group reporting.
SEI Cloud	Syncs data to the Cloud through DataSync. The template connects directly to the Cloud‑hosted data warehouse. Credentials are provided after Cloud provisioning.	For distributed teams or organizations that prefer not to maintain local servers.

Sales and Finance OLAP cubes

If you have the Data Management add‑on and you plan to use the Sales and Finance cubes, some installation steps require additional sub-steps. Follow the instructions for your scenario, and complete the extra steps on the pages where they apply.

Installation steps

Start by selecting step 1 in the scenario you want to follow. Be sure to read each page carefully and follow the instructions as written. Use the button at the bottom of each page to continue to the next step. The Installation Progress on every page shows where you are and what remains.

Scenario 1: Non-cloud integration

Use DataSync to synchronize your data, then configure SEI:

1. Configure Sage Intacct
2. Create the source connections
3. Create the destination connection
4. Configure the global variable
5. Import the synchronization extractions
6. Import the cube extractions
7. Synchronize the account balance
8. Schedule the extractions
9. Set up the data source in SEI
10. Import the template
11. Build and load the OLAP cubes
12. Add custom fields (optional)

Scenario 2: Consolidated

Set up DataSync for multi-company consolidation:

1. Configure Sage Intacct
2. Create the source connections
3. Create the destination connection
4. Configure the global variable
5. Import the consolidation extractions
6. Import the cube extractions
7. Synchronize the account balance
8. Schedule the extractions
9. Set up the data source in SEI
10. Import the template
11. Build and load the OLAP cubes
12. Add custom fields (optional)

Scenario 3: Cloud

Use DataSync to send your data to the Cloud and complete setup online:

1. Configure Sage Intacct
2. Create the source connections
3. Create the destination connection
4. Configure the global variable
5. Import the synchronization extractions
6. Import the cube extractions
7. Synchronize the account balance
8. Schedule the extractions
9. Import the template
10. Build and load the OLAP cubes
11. Add custom fields (optional)

Configure Sales and Finance OLAP cubes

Complete these steps to set up the Sales and Finance OLAP cubes.

Steps

1. Create a data warehouse source connection
2. Import the cube extractions
3. Schedule the extractions
4. Set as the data source as Data Warehouse
5. Build the OLAP cubes