Kloudio's Sage Intacct integration allows users to easily create reports from file data.

The following article will help you get started:

Step 1 : Go to Kloudio Data Flows and Click on Add a Flow button to create a New Data Flow.

Step 2 : Select the Required Data Warehouse and Click on Next button.

Note: On selecting Use Kloudio's Data warehouse check box, Kloudio’s Default Data Warehouse gets selected or you can create and select your own Data Warehouse

Step 3 : Select Sage Intacct from the Data Sources List.

Step 4: On Selecting the Data Source, Corresponding Popup window gets displayed, Enter the following details:

  • Name of Connection : Enter the unique name for the Connection

  • Schema: Enter the Schema Name

  • Company Id : Enter the Company Id associated with your account

  • User Id : Enter the User Id associated with your account

  • User Password : Enter the User Password associated with your account

  • Frequency : Select the desired Sync Frequency and Click on Continue button.

Step 5 : On Selecting Continue button, List of tables to sync gets displayed.

Select the desired tables to Sync and click on Continue button.

Step 6 : Once all the connection tests are passed, You will be redirected to the Data Flow List Screen, where Sync Job status Success gets displayed on successful sync.

Step 7 : Once the Sage Intacct connection is created successfully, you will be able to create Reports using that Data Flows. To Create a New report, Go to Reports tab and click on New Report.

Once the Report Type window is displayed, click on the Report Builder option.

Step 8 : Finally Select the above created dataflow connection, schema, table, columns and Click on Preview Button to get the Data Preview of the Reports.

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