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Domo Knowledge Base

Intacct Connector

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.

Menu

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.