Intacct Connector

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Intro

Intacct provides financial management and accounting software solutions using a cloud computing platform. Use Domo's Intacct connector to retrieve data relating to customers, accounts, invoices, payments, expenses, and the like. To learn more about the Intacct API, visit their page (https://developer.intacct.com/).

You connect to your Intacct account in the Data Center. This topic discusses the fields and menus that are specific to the Intacct connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Note: The Intacct connector only imports standard reports. Within your Intacct account you can create custom reports, set them to run on a schedule and have them delivered in a CSV format to a cloud storage service. Intacct supports Dropbox, Box, Google Drive, and Amazon S3.Once delivered there customers can use the relevant Domo connector to import the custom report from the cloud storage service into Domo.

Primary Use Cases	This connector is appropriate for pulling financial reporting and accounting, sales, and inventory data.
Primary Metrics	Cashflow Ledgers Accounts receivable Accounts payable Journals Profits and loss
Primary Company Roles	CFO Accountant Sales Inventory
Average Implementation Time	Connector runtimes vary based on data, but generally it should take between 2 and 8 hours.
Ease of Use (on a 1-to-10 scale with 1 being easiest)	7

Best Practices

Keep date ranges reasonable. If you only need the last quarter, do the last quarter; if you need the last three years, do all three years.

Prerequisites

To connect to your Intacct account and create a DataSet, you must have the following:

The user ID for your Intacct account. This is the same user ID you use to sign into the Intacct cloud ERP software.
The password for your Intacct account. This is the same password you use to sign into the Intacct cloud ERP software.
Your Intacct company ID. This ID is usually different for sandbox and production accounts. To locate the Company ID in Intacct, hover over Company and click Company Info. Company ID is found in the ID field.

If you wish, you can also supply a location ID. This may help narrow your data request to a specific location. To locate the location ID in Intacct, hover over Company and click Locations. Select a Location ID from the report.

To obtain Intacct Web Services credentials, contact your Intacct account representative.

Connecting to Your Intacct Account

This section enumerates the options in the Credentials and Details panes in the Intacct Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your Intacct account. The following table describes what is needed for each field:

Field	Description
User ID	Enter your Intacct user ID.
Password	Enter your Intacct password.
Company ID	Enter your Intacct company ID. This ID is usually different for sandbox and production accounts.
Location ID	Enter your Intacct location ID. This may help you narrow your data request to a specific location.

Once you have entered valid Intacct credentials, you can use the same account any time you go to create a new Intacct DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Description

Report

Select the (third-party connector) report you want to run. The following reports are available:

Account Group	Returns a list of account groups used in financial reports.
AP Account Label	Returns a list of AP account labels. Account labels restrict users from seeing the entire list of GL accounts and let you assign more meaningful names to GL accounts for non-accounting users.
AP Adjustment	Returns a list of AP adjustments. This is a transaction type used in the AP application to adjust a vendor's account. This generates either an AP credit or debit memo to increase or reduce the amount due to a vendor.
AP Bill	Returns a list of AP bills. This is a transaction that tracks money owed to a vendor.
AP Bill Detail	Returns detailed line items for AP bills, such as GL code, account label, memo, department, location, etc.
AP Payment	Returns a list of AP payments. This is a transaction type used to record a payment against an AP bill or AP adjustment. It includes payment amount, date, doc/check number, payment type, etc.
AP Payment Request	Returns a list of AP payment requests. This is a record used to store payment instructions for a bill or set of bills. This record is created after a user selects a bill for payment and remains until the AP payment is approved and/or confirmed/posted.
AP Term	Returns a list of AP terms. These are used to calculate due dates, discounts, and penalties on AP bills.
AR Account Label	Returns a list of AR account labels. Account labels restrict users from seeing the entire list of GL accounts and let you assign more meaningful names to GL accounts for non-accounting users.
AR Adjustment	Returns a list of AR adjustments. This is a transaction type used in the AR application to adjust a vendor's account. This generates either an AR credit or debit memo to increase or reduce the amount due to a vendor.
AR Invoice	Returns AR invoice details such as date, customer, amount, due date, etc.
AR Invoice Detail	Returns detailed line items for AR invoices.
AR Payment	Returns a list of AR payments. This is a transaction type used to record a payment against an AR invoice or AR adjustment. It includes payment amount, date, doc/check number, payment type, etc.
AR Payment Summary	Returns a list of AR payment summaries. Summaries are collections of the same type of transactions, grouped together for processing.
AR Term	Returns a list of AR terms. These are used to calculate due dates, discounts, and penalties on AR bills.
AR Transaction Definition	Returns a list of AR transaction definitions.
Bank Account	Returns bank account information, such as account number, associated GL account, bank name, etc.
Bill	Returns bill information. This is a transaction that tracks money owed to a vendor.
Class	Returns a list of classes. This is a dimension that can be defined by the company and set on transactions to expand report functionality and insight.
Company Information	Returns your company information and preferences used throughout Intacct.
Contact	Returns information about your company's customers, vendors, employees, and users.
Contact Tax Group	Returns a list of groups you can use to categorize contacts for purpose of taxes.
CSN History	Returns your CSN history.
Cust GL Group	Returns customer GL group data.
Customer	Returns a list of customers in your Intacct database.
Customer ACH Info	Returns customer ACH (Automated Clearing House) information.
Customer Bank Account	Returns customer bank account information.
Customer Charge Card	Returns customer charge card information.
Customer P Package	Returns customer P Package information.
Department	Returns a list of departments.
Employee	Returns a list of employees. An employee is a resource that executes work for a company and is associated with a financial transaction, most commonly a timesheet entry or expense transaction.
Expense Report	Returns expense report data.
Expense Report Summary	Returns a summary of your expense report data.
Expense Types	Returns user defined expense types that are applied to line items in an expense report or expense adjustment.
GL Account	Returns a list of GL accounts.
GL Account Balance	Returns GL account balance data for the given reporting period. This includes starting balance, for period amount, ending balance, adjusting credits and debits, etc.
GL Account Category	Returns a list of GL account categories. These are system-defined categories that can be used to tag accounts for financial reporting.
GL Account Group	Returns a list of GL account groups.
GL Account Group Member	Returns a list of members of GL account groups.
GL Batch	Returns a list of GL batches.
GL Budget	Returns a list of GL budgets. This is used to show the planned and estimated amounts of a budget.
GL Budget Item	Returns a list of GL budget items.
GL Entry	Returns a list of GL entries. These are the key components of writing journal entries through the API.
GL Transaction	Returns a list of GL transactions.
IC Item	Returns a list of IC items.
IC Total	Returns a total of IC items.
IC Transaction	Returns a list of IC transactions.
IC Transaction Definition	Returns a list of IC transaction definitions.
Invoice	Returns a list of invoices.
Item GL Group	Returns a list of item GL groups.
Item Tax Group	Returns a list of item tax groups. These let you apply different tax schedules to various items.
Journal	Returns a list of journals.
Location	Returns a list of locations. This is a dimension that can be defined by the company and set on transactions to expand report functionality and insight.
Location Entity	Returns a list of location entities.
Location Group	Returns a list of location groups.
PO Price List	Returns price list information for purchasing transactions.
PO Transaction	Returns a list of PO transactions.
PO Transaction Definition	Returns a list of PO transaction definitions.
Price List Item	Returns inventory control price list entries.
Product Line	Returns product lines. These act as a categorization object for items.
Project	Returns projects. A project represents the execution phase of a contract or the primary entity in a work breakdown structure. It has attributes defining the customer, the size and length of the project, how it is billed, etc.
Renewal Macro	Returns a list of renewal macros. This is a predefined set of rules used to automatically "renew" a contract.
Reporting Period	Returns a list of reporting periods.
Revenue Recognition Schedule	Returns revenue recognition schedule data. This is generated by an OE or AR transaction to defer recognition of revenue. The schedule links back to a specific line item in a transaction and a specific revenue recognition template.
Revenue Recognition Schedule Entry	Returns individual entries in a revenue recognition schedule. These represent the amounts to be recognized as revenue each period. The number of periods and amounts are determined by the options set up in the revenue recognition template and the start/end dates provided by the user in the transaction line entry.
Revenue Recognition Template	Returns a list of revenue recognition templates. These are sets of rules that the system uses to create a revenue recognition schedule and schedule entries. This includes recognition method, term, posting date, posting frequency, resume option, etc.
Smart Event Log	Returns smart event log data.
SO Price List	Returns SO Price List object data. This groups price list entries within the Order Entry application.
SO Transaction	Returns a list of SO transactions.
SO Transaction Definition Data	Returns a list of SO transaction definitions.
Stat GL Account	Returns a list of stat GL accounts.
Statistical Journal	Returns a list of statistical journals. These are containers that hold all non-financial transactions.
ST Kit Transaction	Returns a list of ST Kit transactions.
Subscription	Returns a list of subscriptions.
Tax Detail	Returns detailed tax information.
Tax Schedule	Returns tax schedule information.
Tax Schedule Detail	Returns detailed tax schedule information.
Tax Schedule Map	Returns tax schedule map information.
Territory	Returns a list of territories.
Transaction Currency	Returns the currency type for a given transaction.
Unit of Measure	Returns a list of units of measure used for items handled under Inventory Control, Order Entry, and Purchasing.
Vendor GL Group	Returns a list of vendor GL groups.
Vendor	Returns a list of vendors. Vendors are companies or individuals that you pay for goods and services.
VSOE Item Price List	Returns a price list for VSOE items.
VSOE Price List	Returns VSOE price list information.
Warehouse	Returns a list of warehouses.

Fixed or Relative Date Range

Select a fixed or relative date range. For a fixed date range, you enter a specific start date and end date, and your report always pulls data for that range. For a relative date range, you enter a number of days back for your report. Each time the report is run, data is pulled for that number of days based on today's date.

Fixed Start Date

Select the start date for your report.

Fixed End Date

Select the end date for your report.

Days Back (Incremental Days)

Enter the number of days back from today's date that should appear in your report. For example, if you entered 7, the report would pull data for the past week each time it was run.

Enter an initial backfill amount if you are using a daily incremental data pull. The Update Method under Scheduling (below) must be set to Append.

Reporting Period

Select a reporting period to filter data by.

Date Filter

Select whether you want to filter results by the date of creation or the date when they were last modified.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

Troubleshooting

The biggest pitfall with this connector is credentials. Often, the username or password is wrong and the connector will fail. See Prerequisites to get the right information.
If you cannot authenticate, even with correct credentials, you may need to enable the XML Gateway API for your company. To do this, follow these instructions:
1. Log into Intacct.
2. Mouse over the Company tab.
3. Click the plus button next to Users.
4. Fill in the fields as follows:
  - User ID: Enter xml_gateway.
  - Last Name: Enter Gateway.
  - First Name: Enter XML.
  - Email address: Enter your own email address.
  - User Type: Select Business.
  - Admin Privileges: Select Full.
5. Check the box that reads "Keep my password until I reset it."
6. Do one of the following:
  - If you use roles...
    1. Open the Roles Information tab.
    2. Click in row 1 to show a dropdown menu.
    3. Select the role that should have full access in your system (most likely Admin).
  - If you are not using roles...
    1. Save your changes.
    2. Give the user the proper subscriptions.
7. Click Save.
  
  This sets up the user. Intacct now sends an email with a temporary password to the email address you specified. You should now be able to use this user to log into the connector interface in Domo.