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Intro

Intacct helps you manage financials on your terms with cloud-based accounting software. With Domo, stakeholders can visualize Intacct data with data from any other system in a real-time dashboard leading to fewer reports for finance and better insights all around. Once your data is in Domo, you can easily connect to your data and create powerful, dynamic visualizations. Get up-to-date information you need to make smart decisions on cash flow, ledgers, accounts receivable, accounts payable, journals, P&L, and much more. Get real-time alerts through email and text when Intacct metrics hit your predefined levels. You can connect to your Sage Intacct Enterprise account in the Data Center. This topic discusses the fields and menus that are specific to the Sage Intacct Enterprise connector user interface. To add DataSets, set update schedules, and edit DataSet information, see Adding a DataSet Using a Connector.

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Prerequisites

To connect to your Sage Intacct Enterprise account and create a DataSet, you must have the following:
  • Your Intacct User ID, Password, and Company ID.
  • Sender ID and your Intacct Control Password

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Connecting to Your Sage Intacct Enterprise Account

This section enumerates the options in the Credentials and Details panes in the Sage Intacct Enterprise Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in great detail in Adding a DataSet Using a Connector.

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Credentials Pane

This pane contains fields for entering credentials to connect to your Sage Intacct Enterprise account. The following table describes what is needed for each field:

Field

Description

User ID Enter your Intacct User ID. This is the same User ID used to sign into the Intacct cloud ERP software.
Password Enter your Intacct Password. This is the same password used to sign into the Intacct cloud ERP software.
Company ID Enter your Intacct company ID. This ID is usually different for sandbox and production accounts. To locate the Company ID in Intacct, hover over Company and click Company Info . The Company ID is located in the ID field.
Sender ID Enter the Sender ID.
Control Password Enter the Intacct control password.
Location ID (Optional) Optionally, narrow your data request to a specific Intacct location ID. To locate the Location ID in Intacct, hover over Company and click Locations . Select a Location ID from the report.
Max Concurrent Connections (Optional) This is a number value for the maximum number of concurrent connections that Intacct allows for your account. If you have increased your API rate limits with Intacct, enter the concurrent connections you are allowed.
Once you have entered valid Sage Intacct Enterprise credentials, you can use the same account any time to create a new Sage Intacct Enterprise DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Manage Connector/Adapter Accounts.

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Details Pane

Menu

Description

Report

Select the Sage Intacct Enterprise report you want to run. The following reports are available:

Report Name Description
Account Group Receives data about Intacct Account Group accounting reports.
AP Account Label Receives data about Intacct Accounts Payable Account Label accounting reports.
AP Adjustment Receives data about Intacct Accounts Payable Adjustment accounting reports. Date Filter is required for this report.
AP Bill Receives data about Intacct Accounts Payable Bill accounting reports. Date Filter is required for this report.
AP Bill Detail Receives data about Intacct Accounts Payable Bill Detail accounting reports.
AP Payment Receives data about Intacct Accounts Payable Payment accounting reports. Date Filter is required for this report.
AP Payment Request Receives data about Intacct Accounts Payable Payment Request accounting reports. Date Filter is required for this report.
AP Term Receives data about Intacct Accounts Payable Term accounting reports.
AR Account Label Receives data about Intacct Accounts Receivable Account Label accounting reports.
AR Adjustment Receives data about Intacct Accounts Receivable Adjustment accounting reports. Date Filter is required for this report.
AR Invoice Receives data about Intacct Accounts Receivable Invoice accounting reports. Date Filter is required for this report.
AR Invoice Detail Receives data about Intacct Accounts Receivable Invoice Detail accounting reports.
AR Payment Receives data about Intacct Accounts Receivable Payment accounting reports. Date Filter is required for this report.
AR Payment Summary Receives data about Intacct Accounts Receivable Payment Summary accounting reports. Date Filter is required for this report.
AR Term Receives data about Intacct Accounts Receivable Term accounting reports.
AR Transaction Definition Receives data about Intacct Accounts Receivable Transaction Definition accounting reports.
Bank Account Receives data about Intacct Bank Account accounting reports.
Bill Receives data about Intacct Bill accounting reports. Date Filter is required for this report.
Class Receives data about Intacct Class accounting reports.
Company Information Receives data about Intacct Company Information accounting reports.
Contact Receives data about Intacct Contact accounting reports.
Contact Tax Group Receives data about Intacct Contact Tax Group accounting reports.
CSN History Receives data about Intacct CSN History accounting reports.
Cust GL Group Receives data about Intacct Cust General Group accounting reports.
Customer Receives data about Intacct Customer accounting reports.
Customer Ach Info Receives data about Intacct Customer Ach Info accounting reports.
Customer Bank Account Receives data about Intacct Customer Bank Account accounting reports.
Customer P Package Receives data about Intacct Customer P Package accounting reports.
Custom Reports Receives data about Intacct Custom accounting reports.
Department Receives data about Intacct Department accounting reports.
Employee Receives data about Intacct Employee accounting reports.
Expense Report Receives data about Intacct Expense Report accounting reports.
Expense Report Summary Receives data about Intacct Expense Report Summary accounting reports.
Expense Types Receives data about Intacct Expense Types accounting reports.
GL Account Receives data about Intacct General Account accounting reports.
GL Account Balance Receives data about Intacct General Account Balance accounting reports.
GL Account Group Receives data about Intacct General Account Group accounting reports.
GL Account Group Member Receives data about Intacct General Account Group Member accounting reports.
Journal Entries (GL Batch) Receives data about Intacct General Journal Entry (Batch) accounting reports.
GL Batch Receives data about Intacct General Batch accounting reports. Date Filter is required for this report.
GL Budget Receives data about Intacct General Budget accounting reports.
GL Budget Item Receives data about Intacct General Budget Item accounting reports.
GL Account Category Receives data about Intacct General Account Category accounting reports.
GL Detail Receives data about Intacct General Ledger Details accounting reports.
GL Entry Receives data about Intacct General Entry accounting reports. Date Filter is required for this report.
GL Transaction Receives data about Intacct General Transaction accounting reports. Date Filter is required for this report.
IC Item Receives data about Intacct Inventory Control Item accounting reports.
IC Transaction Receives data about Intacct Inventory Control Transaction accounting reports. Date Filter is required for this report.
IC Transaction Definition Receives data about Intacct Inventory Control Transaction Definition accounting reports.
Invoice Receives data about Intacct Invoice accounting reports. Date Filter is required for this report.
Item Receives data about Intacct Item accounting reports.
Item GL Group Receives data about Intacct Item General Group accounting reports.
Item Tax Group Receives data about Intacct Item Tax Group accounting reports.
Journal Receives data about Intacct Journal accounting reports.
Location Receives data about Intacct Location accounting reports.
Location Entity Receives data about Intacct Location Entity accounting reports.
Location Group Receives data about Intacct Location Group accounting reports.
PO Price List Receives data about Intacct Purchase Order Price List accounting reports.
PO Transaction Receives data about Intacct Purchase Order Transaction accounting reports. Date Filter is required for this report.
PO Transaction Definition Receives data about Intacct Purchase Order Transaction Definition accounting reports.
Pricelist Item Receives data about Intacct Pricelist Item accounting reports.
Product Line Receives data about Intacct Product Line accounting reports.
Project Receives data about Intacct Project accounting reports.
Renewal Macro Receives data about Intacct Renewal Macro accounting reports.
Reporting Period Receives data about Intacct Reporting Period accounting reports.
Revenue Recognition Schedule Receives data about Intacct Revenue Recognition Schedule accounting reports.
Revenue Recognition Schedule Entry Receives data about Intacct Revenue Recognition Schedule Entry accounting reports.
Revenue Recognition Template Receives data about Intacct Revenue Recognition Schedule Template accounting reports.
Sales Document Receives data about Intacct Sales Document reports.
Sales Document Detail Receives data about Intacct Sales Document Detail reports.
Sales Document Subtotals Receives data about Intacct Sales Document Subtotal reports.
Smart Event Log Receives data about Intacct Smart Event Log reports. Date Filter is required for this report.
SO Price List Receives data about Intacct Sales Order Price List accounting reports.
SO Transaction Receives data about Intacct Sales Order Transaction accounting reports. Date Filter is required for this report.
SO Transaction Definition Receives data about Intacct Sales Order Transaction Definition accounting reports.
SO Transaction Detail Receives data about Intacct Sales Order Transaction Detail accounting reports.
Stat GL Account Receives data about Intacct Stat General Ledger Account accounting reports.
Statistical Journal Receives data about Intacct Statistical Journal accounting reports.
ST Kit Transaction Receives data about Intacct Kit Transaction accounting reports. Date Filter is required for this report.
Subscription Receives data about Intacct Subscription accounting reports.
Tax Detail Receives data about Intacct Tax Detail accounting reports.
Tax Schedule Receives data about Intacct Tax Schedule accounting reports.
Tax Schedule Detail Receives data about Intacct Tax Schedule Detail accounting reports.
Tax Schedule Map Receives data about Intacct Tax Schedule Map accounting reports.
Territory Receives data about Intacct Territory accounting reports.
Transaction Currency Receives data about Intacct Transaction Currency accounting reports. Date Filter is required for this report.
Unit of Measure Receives data about Intacct Unit of Measure accounting reports.
Vendor GL Group Receives data about Intacct Vendor General Group accounting reports.
Vendor Receives data about Intacct Vendor accounting reports. Date Filter is required for this report.
VSOE Item Pricelist Receives data about Intacct Vendor-Specific Objective Evidence Item Pricelist accounting reports.
VSOE Pricelist Receives data about Intacct Vendor-Specific Objective Evidence Pricelist accounting reports.
Warehouse Receives data about Intacct Warehouse accounting reports.
Reporting Period Select the optional Reporting Period name.
Date Filter Select the date backfill amount. Sets the query dates from yesterday, including the specified date filter. Appending adds only the new data after the last run.
Number of Months Back Enter the number of months for which you would like to backfill the data.
Date Select the start date and the end date to fetch the items.
Date Type Select the date type. Create the Date filters based on the date the item was created. Modify the date filters based on the last modified date of the item. Batch date filters are based on the batch date of the item.
Custom Report Name Enter the custom report name.
Reset Schema

Select if you want to reset the schema.

Warning: This can result in loss of data or change in data type based on what Intacct’s API sends. The recommended usage is to only set ‘Refresh Schema’ when needed and change it back to ‘Keep Schema’ when done.

Module Key Select the module key.

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Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Connector.