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.
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. 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 (default)
- Okta
- Azure Active Directory
Basic
Okta
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 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 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-generatedRECORDNO 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. |
Complete Your Connection
To complete your connection:- Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)
- If you authenticate with AzureAD, click Connect to Sage Intacct to connect to your Sage Intacct account.
- Click Create & Test to create your connection.