Intacct Reader¶

The Intacct Reader provides the ability to extract data from/query Intacct.

The Intacct reader is 100% meta data based meaning it queries your Intacct company to build the available objects entities and fields which can be queried.

Key features provided by the Intacct Reader:

Custom Object and Custom Field support.
Dynamic querying of metadata, allowing you to query any Intacct record.
All data returned by the Intacct Reader is flat - parent/child relationships are not supported.
Ability to filter records using a simple query expression.

Reader Setup¶

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

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

File Layout Tab¶

Select System¶

Select the Intacct System Connector you wish to query data.

After selecting the desired system connectors press the Refresh button to refresh the Export Entity drop down.

Important

This may take anything up to 20-30 seconds to complete.

Multiple Intacct Instances¶

Multiple Intacct instances can be queried as part of a single Read operation. This allows you retrieve data from these multiple instances (or entities) using the same Reader Options (Filter, etc).

Reader Options¶

Export Entity¶

All entities where the Intacct user (as specified by the System Connector) has access to the object are listed in this drop down.

This drop down denotes the top level entity to query.

Filter Records Statement¶

This is the statement used to filter the result set. See Filtering Records for the syntax.

Required: when created/updated (Design Only)¶

When working in the designer this allows you to specify what date range of records to retrieve. For example:

2d - last 2 days
30m - last 30 minutes

It is important to note this is combined with the Filter and modify/create status (below) options.

When the integration is run from the scheduler this value is ignored, and the Last Run Date is used.

Query using Modify/Create¶

This option controls whether the reader will query using the records created date or last modified date.

By default i.e. empty the reader will use the create date as a parameter in the query. I.e. Any records created on or after the date will be returned.

If modified is entered into this option, the reader will query records using the records last modified date.

Preview Area¶

At any time the preview area may be refreshed. Nested records can be expanded by clicking the expand arrow against the record.

Field Mapping Tab¶

The field mapping tab allows you to select which fields to include in the resultant dataset.

Entity¶

All data returned from Intacct will be in a flat form. Therefore the entity drop down will only ever have the top-level entity.

Parent Entity¶

Will also be black.

Grid Edit Button¶

Click to change the grid into edit mode.

When in edit mode selecting/deselecting the Import field will include/exclude the field from the resultant dataset.