VOOZH about

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

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

Build Data Flows from Sage Intacct to SQL Server using SSIS

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Easily back up Sage Intacct data to SQL Server using the SSIS components for Sage Intacct.

Using SQL Server as a backup for critical business data provides an essential safety net against loss. Backing up data to SQL Server enables business users to more easily connect that data with features like reporting, analytics, and more.

This example demonstrates how to use the CData SSIS Tasks for Sage Intacct inside of a SQL Server SSIS workflow to transfer Sage Intacct data into a Microsoft SQL Server database.

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 the Components

To get started, add a new Sage Intacct source and SQL Server ADO.NET destination to a new data flow task.

👁 The Data Flow task used in this example. (Salesforce is shown.)

Create a New Connection Manager

Follow the steps below to save Sage Intacct connection properties in a connection manager.

  1. In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
  2. In the Connection Manager type menu, select SageIntacct. The CData Sage Intacct Connection Manager is displayed.
  3. Configure 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.

    👁 Configuring a connection (Salesforce is shown).

Configure the Sage Intacct Source

Follow the steps below to specify the query to be used to extract Sage Intacct data.

  1. Double-click the Sage Intacct source to open the source component editor.
  2. In the Connection Manager menu, select the connection manager previously created.
  3. Specify the query to use for the data extraction. For example: 
    SELECT Name, TotalDue FROM Customer
    👁 The SQL query to retrieve records. (Salesforce is shown.)
  4. Close the Sage Intacct Source control and connect it to the ADO.NET Destination.

Configure the SQL Server Destination

Follow the steps below to specify the SQL server table to load the Sage Intacct data into.

  1. Open the ADO.NET Destination and add a New Connection. Enter your server and database information here.
  2. In the Data access mode menu, select "table or view".
  3. In the Table Or View menu, select the table or view to populate.
  4. Configure any properties you wish to on the Mappings screen. 👁 The mappings from the SSIS source component to SQL Server. (Salesforce is shown.)

Run the Project

You can now run the project. After the SSIS Task has finished executing, your database will be populated with Sage Intacct data.

👁 The completed import. (Salesforce is shown.)

Ready to get started?

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

 Download Now

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!