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
자세한 내용은 SaaS 응용 프로그램에 연결을 참조하십시오.
- 필요한 연결 속성을 입력합니다.
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연결 이름에 연결 이름을 입력합니다.
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연결이 만들어질 때 연결에 대한 메타데이터를 정의하려면 연결 메타데이터 열기를 선택합니다.
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만들기를 클릭합니다.
| Setting | Description |
|---|---|
| Data gateway |
사용 사례에 필요한 경우 데이터 이동 게이트웨이를 선택합니다. 정보 메모
이 필드는 데이터 이동 게이트웨이를 지원하지 않으므로 Qlik Talend Cloud 시작 구독에서는 사용할 수 없습니다. 다른 구독 계층이 있고 데이터 이동 게이트웨이를 사용하지 않으려면 없음을 선택합니다. 데이터 이동 게이트웨이의 이점과 이를 필요로 하는 사용 사례에 대한 자세한 내용은 Qlik 데이터 게이트웨이 - 데이터 이동를 참조하십시오. |
| Start Date |
데이터를 소스에서 대상으로 복제해야 하는 날짜를 |
| 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. |