Sage INTACCT Integration with Office 365 and SharePoint

Sage Intacct data can be integrated and synchronized without programming with various external systems, on-premises or in the cloud, using the Layer2 Cloud Connector in just minutes codeless, with no-touch, and bi-directional. You will find more supported systems and applications here. If you are looking for solution to integrate Sage 300 ERP instead of Sage Intacct, please take a look here.

 

The data source or the destination entity in the Layer2 Cloud Connector must be configured as follows to connect to Sage Intacct.

 

 

Fig: Sage Intacct example connection in the Layer2 Cloud Connector

Benefits of Sage Intacct Data Integration

Your Sage Intacct data integrated with your enterprise

A financial system must be able to exchange data with other business systems and processes. While Sage offers a great API for programming, Layer2 adds code-free data sync with 100+ typically used apps.

 

Make your Sage data available on any device

You can keep your Sage data in sync with Microsoft Office 365, SharePoint, or SQL Vendors, such as Amazon, Google, Oracle, or IBM, to access up-to-date Sage data everywhere, at any time, and on any device. You can also add custom business logic such as SharePoint workflows, Microsoft Flow actions, PowerApps,  or Azure Logic Apps.

Finish your data integration projects faster

With the help of the Layer2 Cloud Connector, integrating external systems with Sage Intacct can be done faster and with lower risk, as the synchronization is provided code-free, based on templates - without any development. No installation or changes are required on the Sage-side.

All under your full control, locally or in the cloud

Connect your apps directly under your full control. No 3rd party or cloud service involved. Run the connector locally in your own network or in your own cloud.

Advanced features can help you get things done

Flexible field mapping, Dynamic Columns to apply data cleanup, calculations, data transformation, and data translation between the connected systems to implement custom business logic in C#, if required.

Cost-effective licensing with no hidden costs

Just a one-time license fee for the Layer2 Cloud Connector*. No additional costs per user, connected system, connection, number of transferred items, or data volume. Optional annual Software Assurance for free updates and upgrades. (* 3rd party data providers are not included.)

Integrating Sage Intacct data via the Layer2 Cloud Connector has more features and benefits:

 

  • Many systems and apps can be connected out-of-the-box: Often requested data providers like ODBC, OLEDB, OData, Exchange, SharePoint, Office 365, XML, RSS, SOAP etc. are included in the distribution package, vendor-specific ADO.NET data providers like for SQL Server, Oracle, MySQL etc. can be also used, also as well as 3rd party data providers e.g. for Google, Twitter and Facebook. On-premises and cloud-based systems and apps are supported. Please find your specific data source or destination here.
  • Very flexible sync options: One-way or two-way synchronization supported, insert/update/delete operations can be blocked, if required. Scheduled update in the background, on-demand, or via API.
  • Simple and reliable architecture: A connection is established only for data synchronization – not for general usage by end-users.
  • Support for all features in both connected systems: All Sage Intact features provided for connected data sets. All features are available for the external systems as well, e.g. in case of SharePoint / Office 365: views, search, metadata, change notifications, forms, workflows etc.
  • Best performance: Fast synchronization, supports large datasets. No bulk-import - data changes are processed carefully. Users directly work with data sets in the connected systems for best user experience.
  • Highest Security: No need to open your local network for access from outside. Secure communication, e.g. SSL/HTTPS (depending on data provider). No 3rd party or clouds involved. The Layer2 Cloud Connector runs as a Windows service on a Windows server or client in your secure internal network, or in your own cloud to connect both ends directly for sync.

Sage Intacct Specific Configuration Settings

Please note the following about Sage Intacct specific settings.

 

  • You will need 3rd party data providers to connect to Sage Intacct via the Layer2 Cloud Connector. Search for "CDATA ADO.NET Data Provider for Sage Intacct" to find it, register, download and install on the computer that runs the Layer2 Cloud Connector.
  • Select the installed data provider from the Layer2 provider dropdown. If it's not there, check your installation.
  • You can make use of any connection string for SAGE Intacct as supported by the data provider, for example:

    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 CDATA and SAGE Intacct documentation.
  • You can map your data fields in the Layer2 Cloud Connector mapping section. Please take care about data types (simple type conversions are supported).
  • Please enter an appropriate primary key (column with unique values), depending on the data query (see data preview for this).


Sage Intacct data integration best-practices, known issues, and workarounds

  • We were only able to connect to the Sage Intacct trial version. In case to connect to the full version, you will also need web service access data from the vendor in form of a "Sender ID" and "Sender Password".
  • With the Sage Intacct trial version, data access via Layer2 Cloud Connector is read-only.
  • Two-way data sync is still untested. Ask your Layer2 Contact for more information.

Specific Sage Intacct Integration Scenarios

Just some ideas what to connect next:

 

  • You will find 100+ systems to connect to Sage Intacct here.
  • Push your Sage contact data to Microsoft Exchange to make it available on any device.
  • Keep up-to-date copies of your Sage data offline with connected SharePoint lists. Make use of SharePoint search, forms, workflows on data change.
  • Establish cloud-based cross-system actions and workflows with the help of Microsoft Flow or Azure Logic Apps.
  • Provide connected Sage data in Microsoft Teams for better collaboration.
  • Sync Sage data with any SQL database for better reporting.
  • Easily create your custom apps for any mobile device based on connected Azure SQL tables using PowerApps.
  • Can't find what you are looking for? Contact [email protected]

Frequently Asked Questions (FAQ)

Please find answers to frequently asked questions about Sage Intacct data integration below.

How to authenticate on the Sage side?

You can make use of company ID, ClientID, User, and Password as described in the documentation of the data provider. In some cases, Sender ID and Sender Password are used. See Sage documentation for this.

How to define insert, update, and delete SQL statements?

You don't have to worry about the insert, update, or delete SQL statements. The data providers will generate it automatically during runtime based on your connected data sets and the given primary key(s).

Where to get help to setup my connection?

Send us your questions via email or make use of the contact form. Please ask the vendor of the data provider for all not Layer2-related, issues. You will also find regional Layer2 Partners on this website to help you with your project.

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