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

Sage Intacct Real-time Finance

This section only applies if your deployment includes real-time financial reporting. If it does not, continue with the standard setup.

Real‑time finance allows SEI to retrieve Sage Intacct financial data on demand, rather than relying on scheduled DataSync refreshes. This means financial reports can reflect current data without waiting for the next sync cycle.

Once configured, a set of predefined data models and dashboards becomes available.

Excel Add-in

If you plan to use the Excel Add-in with this data source, some features behave differently. Review Sage Intacct Real-Time Formula Errors before you get started.

Create an Sage Intacct data source​

  1. In the navigation panel, select the gear icon to open Administration.
  2. Select Env. & Data Sources.
  3. In the Data Sources panel, click + to create a new data source.
  4. Enter a name for the data source and click Confirm.
  5. Fill in all required fields in the Data Source Definition panel.
  6. Click Validate, then Save to finalize the configuration.

Data source fields​

FieldDescription
Data Source DescriptionA unique name to identify this data source within the application. Choose something clear and recognizable, for example: Sage Intacct Data Source
TypeSelect Sage Intacct.
URLSage Intacct Web Services endpoint URL. This is provided by Sage Intacct and is the address the application uses to send API requests.
Client ID(Optional) API client ID for your integration. Required only if your Sage Intacct environment uses a registered third-party integration ID.
Locations ID(Optional) Location ID for your Sage Intacct environment. Required only if your company uses multi-entity or location-based access control.
Operation timeoutMaximum number of seconds the application will wait for a response from Sage Intacct before canceling the request. Default: 60. Increase this value if you experience timeouts on large data pulls.
Extra connection string propertiesAdditional parameters required by your database provider. Leave blank unless you have been instructed to add specific values.
Company IDSage Intacct company ID you want to connect to. This identifies which company's data is accessed through this data source.
User NameUsername used to authenticate with Sage Intacct. This account must have Web Services access enabled in Sage Intacct.
PasswordPassword for the specified user account.


Import the Template →