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URL: https://www.cdata.com/kb/tech/intacct-ssis-task-export-2008.rst

⇱ Build Data Flows from SQL Server to Sage Intacct through SSIS

Build Data Flows from SQL Server to Sage Intacct through SSIS

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Easily push SQL Server data to Sage Intacct using the CData SSIS Tasks for Sage Intacct.

👁 The data source modeled as tables.

SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Task for Sage Intacct allows you to easily transfer Sage Intacct data. In this article you will export data from SQL Server to Sage Intacct.

About Sage Intacct Data Integration

CData provides the easiest way to access and integrate live data from Sage Intact. Customers use CData connectivity to:

  • Access Sage Intacct without worrying about API updates or changes.
  • Access custom objects and fields in Sage Intacct with no extra configuration steps involved.
  • Write data back to Sage Intacct using embedded Web Services credentials with Basic authentication.
  • Use SQL stored procedures to perform functional operations like approving or declining vendors, inserting engagements, and creating or deleting custom objects or fields.

Users frequently integrate Sage Intact with analytics tools such as Tableau, Power BI, and Excel, and leverage our tools to replicate Workday data to databases or data warehouses.

To learn about how other customers are using CData's Sage Intacct solutions, check out our blog: Drivers in Focus: Accounting Connectivity.


Getting Started


Add Source and Destination Components

To get started, add a new ADO.NET Source control and a new Sage Intacct Destination control to the data flow task.

👁 The source and destination components used in this example.

Configure the ADO.NET Source

Follow the steps below to specify properties required to connect to the SQL Server instance.

  1. Open the ADO.NET Source and add a new connection. Enter your server and database information here.
  2. In the Data access mode menu, select "Table or view" and select the table or view to export into Sage Intacct.
  3. Close the ADO NET Source wizard and connect it to the destination component.
👁 The SQL Server table to export into Sage Intacct.

Create a New Connection Manager for Sage Intacct

Follow the steps below to set required connection properties in the Connection Manager.

  1. Create a new connection manager: In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
  2. Select CData SageIntacct Connection Manager in the menu.
  3. Configure the connection properties.

    To connect using the Login method, the following connection properties are required: User, Password, CompanyId, SenderId and SenderPassword.

    User, Password, and CompanyId are the credentials for the account you wish to connect to.

    SenderId and SenderPassword are the Web Services credentials assigned to you by Sage Intacct.

Configure the Sage Intacct Destination

In the destination component Connection Manager, define mappings from the SQL Server source table into the Sage Intacct destination table and the action you want to perform on the Sage Intacct data. In this article, you will insert Customer entities to Sage Intacct.

  1. Double-click the Sage Intacct destination to open the destination component editor.
  2. In the Connection Managers tab, select the connection manager previously created.
  3. In the Use a Table, menu, select Customer. In the Action menu, select Insert. 👁 The destination table and action to be performed.
  4. On the Column Mappings tab, configure the mappings from the input columns to the destination columns. 👁 The mappings from the SQL Server source to the SSIS destination component.

Run the Project

You can now run the project. After the SSIS Task has finished executing, data from your SQL table will be exported to the chosen table.

👁 The SQL Server table to export into Sage Intacct.

Ready to get started?

Download a free trial of the Sage Intacct SSIS Component to get started:

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Learn more:

👁 Sage Intacct Icon
Sage Intacct SSIS Components

Powerful SSIS Source & Destination Components that allow you to easily connect SQL Server with live Sage Intacct account data through SSIS Workflows.

Use the Sage Intacct Data Flow Components to synchronize with Contacts, Invoices, Transactions, Vendors, etc. Perfect for data synchronization, local back-ups, workflow automation, and more!