> ## 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

You can use the Sage Intacct connector from the CData Sync application to move data
from any supported source to the Sage Intacct destination. To do so, you need to add
the connector, authenticate to the connector, and complete your connection.

## 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

To enable Sync to use data from Sage Intacct, you first must add the
connector, as follows:

<ol>
  <li>Open the **Connections** page of the Sync dashboard.</li>
  <li>Click **Add Connection** to open the **Select Connectors** page.</li>
  <li>Click the **Destinations** tab and locate
  the **Sage Intacct** row.</li>

  <li>
    Click the **Configure Connection** icon at the end of that row to open
    the **New Connection** page. This action opens the
    **Add Connection** dialog.

    **Note:** If the **Configure Connection** icon is not
    available, click the **Download Connector** icon to install
    the Sage Intacct connector.
  </li>

  <li>Enter a name for your connection in the **Add Connection** dialog.</li>
  <li>Click **Add** to open the **Settings** tab for your connector.</li>
</ol>

For more information about installing new connectors, see
[Connections](https://docs.sync.cdata.com/26.4/en/connections/connections.md).

## 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.

CData Sync 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

To connect with your user credentials, set the following properties:

<ul><li>**Auth Scheme:** Select **Basic**.</li>
<li>**User:** Enter the username that you use to authenticate to your Sage Intacct account.</li>
<li>**Password:** Enter the password that you use to authenticate to your Sage Intacct account.</li></ul>

### Okta

To connect with single sign-on (SSO) via Okta, specify the following properties:

<ul><li>**Auth Scheme:** Select **OKTA**.</li>
<li>**User:** Enter the username that you use to authenticate to your Okta account.</li>
<li>**Password:** Enter the password that you use to authenticate to your Okta account.</li>
<li>**SSO Login URL:** Enter the login URL that is used by your SSO provider.</li>
<li>**SSO Properties:** Enter a semicolon-separated list of the single sign-on (SSO) properties that you want to use (for example, *SSOProperty1*=*Value1*;*SSOProperty2*=*Value2*;...).</li></ul>

### 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 Sync 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 Sync 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](https://docs.sync.cdata.com/26.4/en/jobs/reverse-etl.md).

## 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

For more information about interactions between CData Sync and Sage Intacct, see
[Sage Intacct Connector for CData Sync](https://cdn.cdata.com/help/CTN/synch/default.htm).


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