> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sync.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sage Intacct

export const CommonDatasourceMoreInformation = ({datasource = "the data source", advancedurl = "", siteName = "CData Sync", driverVersion = ""}) => {
  return <>
      <p>
        For more information about interactions between {siteName} and {datasource}, see{' '}
        <a href={`https://cdn.cdata.com/help/${advancedurl}${driverVersion}/synch/default.htm`}>
          {datasource} Connector for {siteName}
        </a>.
      </p>
    </>;
};

export const CommonAuthSchemeOktaSso = ({siteName = "CData Sync", siteNameShort = "Sync", datasource = "the data source"}) => {
  return <>
      <p>To connect with single sign-on (SSO) via Okta, specify the following properties:</p>
      <ul>
        <li><strong>Auth Scheme:</strong> Select <strong>OKTA</strong>.</li>
        <li><strong>User:</strong> Enter the username that you use to authenticate to your Okta account.</li>
        <li><strong>Password:</strong> Enter the password that you use to authenticate to your Okta account.</li>
        <li><strong>SSO Login URL:</strong> Enter the login URL that is used by your SSO provider.</li>
        <li><strong>SSO Properties:</strong> Enter a semicolon-separated list of the single sign-on (SSO) properties that you want to use (for example, <em>SSOProperty1</em>=<em>Value1</em>;<em>SSOProperty2</em>=<em>Value2</em>;...).</li>
      </ul>
    </>;
};

export const CommonAuthSchemeBasic = ({siteName = "CData Sync", siteNameShort = "Sync", datasource = "the data source"}) => {
  return <>
      <p>To connect with your user credentials, set the following properties:</p>
      <ul>
        <li><strong>Auth Scheme:</strong> Select <strong>Basic</strong>.</li>
        <li><strong>User:</strong> Enter the username that you use to authenticate to your {datasource} account.</li>
        <li><strong>Password:</strong> Enter the password that you use to authenticate to your {datasource} account.</li>
      </ul>
    </>;
};

export const CommonDatasourceAddConnector = ({datasource = "the data source", title = "the connector", destination = false, siteNameShort = "Sync"}) => {
  return <>
      <p>
        To enable {siteNameShort} to use data from {datasource}, you first must add the
        connector, as follows:
      </p>
      <ol>
        <li>Open the <strong>Connections</strong> page of the {siteNameShort} dashboard.</li>
        <li>Click <strong>Add Connection</strong> to open the <strong>Select Connectors</strong> page.</li>
        <li>
          Click the <strong>{destination ? "Destinations" : "Sources"}</strong> tab and locate
          the <strong>{title}</strong> row.
        </li>
        <li>
          Click the <strong>Configure Connection</strong> icon at the end of that row to open
          the <strong>New Connection</strong> page. This action opens the{' '}
          <strong>Add Connection</strong> dialog box.
          <br />
          <strong>Note:</strong> If the <strong>Configure Connection</strong> icon is not
          available, click the <strong>Download Connector</strong> icon to install
          the {title} connector.
        </li>
        <li>Enter a name for your connection in the <strong>Add Connection</strong> dialog box.</li>
        <li>Click <strong>Add</strong> to open the <strong>Settings</strong> tab for your connector.</li>
      </ol>
      <p>
        For more information about installing new connectors, see{' '}
        <a href="../connections">Connections</a>.
      </p>
    </>;
};

export const CommonDatasourceIntroDestination = ({datasource = "the data source", siteName = "CData Sync"}) => {
  return <p>
      You can use the {datasource} connector from the {siteName} application to move data
      from any supported source to the {datasource} destination. To do so, you need to add
      the connector, authenticate to the connector, and complete your connection.
    </p>;
};

export const driverVersion = "M";

export const siteNameShort = "Sync";

export const siteName = "CData Sync";

<CommonDatasourceIntroDestination datasource="Sage Intacct" siteName={siteName} />

## Prerequisites

In addition to creating a Sage Intacct account, you also need to perform these prerequisites:

* Enable a Web Services subscription by navigating to **Company > Admin > Subscriptions**.
* Create a Web-Services user account without UI access. Sage Intacct recommends that you create a Web-Services-only user, which you can do by navigating to **Company > Admin** and clicking the plus sign (+) next to **Web Services users**.

  **Note:** Web Services users are programmatic users and never log into the UI. Therefore, both single sign-on and multifactor authentication are disabled automatically for them.

You can establish a connection to Sage Intacct using either the embedded credentials or with your own credentials.

## Add the Sage Intacct Connector

<CommonDatasourceAddConnector datasource="Sage Intacct" title="Sage Intacct" destination={true} siteNameShort={siteNameShort} />

## Authenticate to Sage Intacct

After you add the connector, you need to set the required properties.

**Company ID:** Enter the identifier (Id) you use to identify your company when you log into Sage Intacct.

{siteName} supports authenticating to Sage Intacct in several ways. Select your authentication method below to proceed to the relevant section that contains the authentication details.

* [**Basic**](#basic) (default)
* [**Okta**](#okta)
* [**Azure Active Directory**](#azure-active-directory)

### Basic

<CommonAuthSchemeBasic siteName={siteName} datasource="Sage Intacct" />

### Okta

<CommonAuthSchemeOktaSso siteName={siteName} />

### Azure Active Directory

To connect with single sign-on via Azure Active Directory, specify the following settings:

* **Auth Scheme:** Select **AzureAD**.
* **SSO Properties:** Enter the single sign-on (SSO) properties that you want to use (for example, *SSOProperty1*=*Value1*;*SSOProperty2*=*Value2*;...).

## Sage Intacct as a Reverse ETL Destination

In the {siteNameShort} application, you can configure Sage Intacct as a reverse ETL destination so that it can receive processed data from the source warehouse.

As a reverse ETL destination, Sage Intacct supports only the **Insert** and **Update** transfer modes. **Upsert** mode is not supported and is disabled in the {siteNameShort} UI.

In Sage Intacct, updates are matched by the table's primary key when a key is available. For standard tables without a primary key, the system-generated `RECORDNO` column is used to uniquely identify and update records.

**Note:** Bulk operations for **Insert** and **Update** are supported **only** for the current Sage Intacct API.

**Transfer-Modes Summary**

| **Mode** | **Supported** | **Key Used for Matching**                        | **Bulk Support**       | **Notes**                            |
| :------: | :-----------: | :----------------------------------------------- | :--------------------- | :----------------------------------- |
|  Insert  |      Yes      | N/A (always creates new records)                 | Yes (with current API) | Creates new records in Sage Intacct. |
|  Update  |      Yes      | Uses primary key or `RECORDNO` (standard tables) | Yes (with current API) | Updates existing records.            |
|  Upsert  |       No      | N/A                                              | No                     | Not supported; disabled in the UI.   |

For more information about reverse ETL jobs, see [Reverse ETL](../../jobs/reverse-etl).

## Complete Your Connection

To complete your connection:

1. Define advanced connection settings on the **Advanced** tab. (In most cases, though, you should not need these settings.)
2. If you authenticate with AzureAD, click **Connect to Sage Intacct** to connect to your Sage Intacct account.
3. Click **Create & Test** to create your connection.

## More Information

<CommonDatasourceMoreInformation datasource="Sage Intacct" advancedurl="RF" siteName={siteName} driverVersion={driverVersion} />