Intacct Connector
This change will improve performance and help increase the stability of the Intacct connector. Overall, this should have very little impact on your DataSets, however, the downside of this change is that you may see an increase in the amount of time it takes to get your data into Domo if you do not update your account to reflect the appropriate limit.
Additional steps can be taken to mitigate any potential slowdown by scheduling your Intacct DataSets in such a way that they do not overlap each other.
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.
Primary Use Cases |
This connector is appropriate for pulling financial reporting and accounting, sales, and inventory data. |
Primary Metrics |
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Primary Company Roles |
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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) |
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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:
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The user ID for your Intacct account. This is the same user ID you use to sign into the Intacct cloud ERP software.
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The password for your Intacct account. This is the same password you use to sign into the Intacct cloud ERP software.
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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 |
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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.
Menu |
Description |
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Report |
Select the (third-party connector) report you want to run. The following reports are available:
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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. |
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Fixed Start Date |
Select the start date for your report. |
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Fixed End Date |
Select the end date for your report. |
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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. |
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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.
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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:
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Log into Intacct.
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Mouse over the Company tab.
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Click the plus button next to Users.
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Fill in the fields as follows:
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User ID: Enter xml_gateway.
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Last Name: Enter Gateway.
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First Name: Enter XML.
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Email address: Enter your own email address.
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User Type: Select Business.
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Admin Privileges: Select Full.
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Check the box that reads "Keep my password until I reset it."
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Do one of the following:
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If you use roles...
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Open the Roles Information tab.
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Click in row 1 to show a dropdown menu.
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Select the role that should have full access in your system (most likely Admin).
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If you are not using roles...
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Save your changes.
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Give the user the proper subscriptions.
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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.
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