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Sage Intacct Data Source (Beta)

Sage Intacct is a cloud-based financial management and accounting platform. In SEI, the Sage Intacct data source is used for finance data only. When you connect to it, all data flows through the Sage Intacct Web Services API, which handles authentication, company access, and data retrieval on your behalf.


note

You cannot create or open views with the Sage Intacct data source.

Create a Sage Intacct data source​

Before you start, make sure you have already created an environment, as a data source must always belong to one.

  1. In the navigation panel, select the gear icon to open the Administration page.
  2. Select Env. & Data Sources.
  3. Select the environment where you want to add the data source.
  4. In the Data Sources panel, click the + icon.
  5. Fill in the required configuration fields.
  6. Click Validate, then Save.

Sage Intacct data source definition properties​

FieldWhat to enter
Data Source DescriptionA unique name to identify this data source within the application. Pick something clear and recognizable, for example: Sage Intacct Data Source.
TypeSelect Sage Intacct.
URLThe Sage Intacct Web Services endpoint URL, provided by Sage Intacct. This is the address SEI uses to send API requests.
Client IDOptional. The API client ID for your integration. Required only if your Sage Intacct environment uses a registered third-party integration ID.
Locations IDOptional. The 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 SEI will wait for a response from Sage Intacct before canceling the request. Default is 60. Increase this value if you run into timeouts on large data pulls.
Extra connection string propertiesAdditional parameters required by your database provider. Leave this blank unless you've been instructed to add specific values.
Company IDThe Sage Intacct company ID you want to connect to. This identifies whose 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 user account above.