Writing To Intacct

Introduction & Concepts

The Intacct connector provides the capability to write data to Intacct. The connector supports the following write capabilities:

  • Ability to create new records (insert) and to update existing records (update).
  • Can create/update flat datasets e.g. Customers and Vendors.
  • Can create/update hierarchical datasets e.g. Sales Orders and Invoices.
  • Ability to integrate with multiple Sage Intacct entities through the Writing To Intacct
  • Ability to integrate with Custom field Handling.
  • A static set of Sage Intacct Import Reference.

Insert/Updating Intacct Records

The Intacct connector supports Insert and Update operations.

The insert/update logic used in the Intacct connector is per other connectors. Further information can be found on Push Connector > Options Tab.

An object will attempt to be updated by the mapping of a valid Object or External ID field (as described in Identifier Field Handling ).

Connector Setup & Use

The Intacct Connector is found in the Connectors group of the design palette on the left hand side of the Transform Setup tab.

To add it to the integration, click & drag it onto the design area on to the right hand side.

Options Tab

Select the Intacct System you wish to integrate with from the drop down. Once selected the Entity drop down will be populated with all the entities the connector current has capability to write to.

The selected item represents the top-most object to be inserted/updated. For example, to create Sales Orders with Line Items, select SODODCUMENT from this list, as the Line Items are a child.

If you only have a single Intacct System defined you may need to press Refresh to populate the drop down.

Select the relevant Update Operation (see section above).

Field Mapping Tab

The field mapping defines how the data in IMan is mapped to the objects in Intacct, where the mapping process follows the Push Connector > Field Mapping guide.

Intacct Transaction Type

The first item in the Transaction Type drop down is the primary Object selected on the Options tab.

The subsequent items in the list are the objects with one-to-many relationships with the primary object.

Field Mapping

The fields listed in the field drop down are only those where the connector has the capability to write to.

The field list may include: