Sage Intacct Integration with SharePoint

Sage Intacct data can be integrated and synchronized codeless with native SharePoint lists using the Layer2 Business Data List Connector. In case you are looking for Online data integration, you will find the right tool here.

Benefits of Sage Intacct Integration in SharePoint

• Very easy to setup in a few minutes: Create a SharePoint list, click "Connect to external data source" in the list settings, select the data provider, enter connection settings and data query as shown below. That's it.
• No changes in the Sage Intacct required: No programming, no additional tools.
• Connected data always up-to-date: The connected Sage Intacct data updates automatically in background (via SharePoint Timer Job), or alternatively, on-demand (Action Menu / Ribbon Button, URL, via workflow, API).
• One-way and optional two-way connection: You can write-back the changes made in SharePoint to the external Sage Intacct data source automatically with full CRUD (Create / Update / Delete) functionality. The SharePoint list can act as a full-featured front-end for external systems.

• Well-known BCS "external list" issues and limitations are completely solved: ALL list features are to you. Views, sorting and grouping, filters, calculated fields, search, managed metadata. Lookups, additional columns and attachments can be created as normal. All kind of lists can be used, e.g. contacts, tasks, calendar, or custom lists. You can take external data offline via Outlook.

• Workflows and notifications on Sage Intacct data change: List workflows and change notifications per RSS or email can be used to take business actions in SharePoint, when Sage Intacct data records are changed.
• Application logging, reporting, and notifications: A SharePoint list is used to store settings and log information. SharePoint item versioning and workflows can be used to manage reporting and notifications. Direct notification per email in case of errors is supported as well.

• Highest Security, best performance, easy to maintain: SharePoint Secure Store can be used to store security relevant configuration information safely in one central place. Users are working with the SharePoint lists as an external data cache with highest security and performance.
• 100+ external systems supported: Layer2 Data Providers included (e.g. for SharePoint/Office 365, Exchange, Dynamics, OData, XML/RSS, SOAP), vendor specific data providers can be used (e.g. SQL Server Oracle, mySQL etc.), 3rd party data providers also supported, e.g. for ERP/CRMs, Facebook or Twitter. See here for supported systems and applications.

Sage Intacct Specific SharePoint List Configuration Settings

In the SharePoint List Settings the data source must be configured as follows to connect to Sage Intacct.

Fig. Sage Intacct example connection in the Layer2 Business Data List Connector.

Please note the following about settings, features and possible issues.

• You will need 3rd party data providers to connect to Salesforce via Layer2 Business Data List Connector.
• Select the ADO.NET Framework Data Provider for SAGE Intacct that‘s not part of the Layer2 Business Data List Connector, which should be installed separately from the CDATA download site.
• You can make use of any connection strings for SAGE Intacct as usual, e.g.:
  URL=https://trial.intacct.com/ia/acct/frameset.phtml;Company ID=YourCompanyID; User=Username; Client ID=YourClientID;
• You can make use of SQL like queries like "SELECT * FROM YourTable" to query your data as supported by the data provider and source system. For any specification of query language supported see SAGE Intacct documentation.
  
• You can map your data fields to specific external source fields in the Layer2 Business Data List Connector. Please take care about data types (simple type conversions are supported).

Please enter an appropriate primary key (column with unique values), depending on query (see data preview for this).

Do you have any issues to connect? Please contact [email protected] for next steps.

Advise and Information

• We are only able to connect to the SAGE Intacct trial version. In case to connect to the full version, you also need Web Service Access data from the manufacturer in form of a "Sender ID" and "Sender Password"
• With help of trial version, we can only access the data by reading
  

Frequently asked questions about Sage Intacct and SharePoint Integration

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