Intacct
Intacct is a cloud-based financial management and accounting solution.
Intacct integration relies on Intacct’s Data Delivery Service (DDS) for Amazon S3. Intacct DDS exports reports in CSV format to Amazon S3.
This integration does not use the Intacct API.
Preparing for authentication
To access your data, you need to authenticate the connection with your account credentials.
To set up the connection, ensure you have the following:
- An active subscription to Intacct’s Data Delivery Service (DDS). Integration with Intacct does not interact with the Intacct REST API; instead, it relies on DDS to publish CSV data to an AWS S3 bucket, from which the data is then consumed. For more information, see Data Delivery Service.
- Sufficient permissions in AWS Identity and Access Management (IAM) to create policies, roles, and attach policies to roles. These permissions are required to authorize Qlik Talend Cloud to access your S3 bucket and to read and extract data published to the bucket.
To configure your Amazon S3 access:
- Log into your Amazon Web Services account.
- Navigate to the Amazon S3 bucket you want to use as the Cloud Storage Target for Intacct.
- Enable Intacct to access the AWS S3 buckets by following Intacct's documentation.
To configure your Automatic Data Delivery Service:
- In your Intacct account, navigate to Company > Data Delivery Service > Automatic.
- Click Add.
- In the File attributes section, define the settings as follows:
- Delimiter: Commas
- Text qualifier (delimiter): Double quote (")
- Encryption: Do not encrypt
- In the Delivery options section, define the settings as follows:
- Cloud storage destination: Select the Amazon S3 Cloud Storage Target you created.
- Frequency: Select the frequency you want to use to trigger a data export in Intacct.
- In the Objects section, select the objects you want to include in the export.
- Save the schedule.
To retrieve your company ID:
- Log into your Intacct account.
- Navigate to Company > Setup > Company > General Information tab.
- Find your Company ID under Company Information.
- Copy and paste your company ID into a secured file.
Creating the connection
詳細については、「SaaSアプリケーションへの接続」を参照してください。
- 必要な接続プロパティを入力します。
-
接続名に接続の名前を入力します。
-
接続メタデータを開くを選択して、作成時の接続のメタデータを定義します。
-
[作成] をクリックします。
| Setting | Description |
|---|---|
| Data gateway |
ユース ケースに応じて Data Movement gateway を選択します。 情報メモ
Qlik Talend Cloud スターター サブスクリプションでは Data Movement gateway をサポートしていないため、この項目は使用できません。別のサブスクリプション ティアを利用しており、Data Movement gateway を使用しない場合は、 [None] (なし) を選択します。 Data Movement gateway の利点とそれを必要とするユース ケースの詳細については、「Qlik データ ゲートウェイ - データ移動」を参照してください。 |
| Start Date |
ソースからターゲットにデータをレプリケートする必要がある日付を |
| Company ID | Company ID. |
| S3 Bucket | Name of the S3 bucket. |
| AWS Account ID | AWS Account ID that owns the S3 bucket containing the DDS CSV files published by Intacct. |
| Path (optional) | Path configured in Intacct for use in the S3 bucket. |