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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.

信息注释请确保您使用的帐户对要获取的表具有读取权限。

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:

  1. Log into your Amazon Web Services account.
  2. Navigate to the Amazon S3 bucket you want to use as the Cloud Storage Target for Intacct.
  3. Enable Intacct to access the AWS S3 buckets by following Intacct's documentation.

To configure your Automatic Data Delivery Service:

  1. In your Intacct account, navigate to Company > Data Delivery Service > Automatic.
  2. Click Add.
  3. In the File attributes section, define the settings as follows:
    • Delimiter: Commas
    • Text qualifier (delimiter): Double quote (")
    • Encryption: Do not encrypt
  4. 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.
  5. In the Objects section, select the objects you want to include in the export.
  6. Save the schedule.

To retrieve your company ID:

  1. Log into your Intacct account.
  2. Navigate to Company > Setup > Company > General Information tab.
  3. Find your Company ID under Company Information.
  4. Copy and paste your company ID into a secured file.

Creating the connection

有关更多信息,请参阅连接到 SaaS 应用程序

  1. 填写所需的连接属性。
  2. 连接名称中提供连接的名称。

  3. 选择打开连接元数据以定义创建连接时的元数据。

  4. 单击创建

Connection settings
Setting Description
Data gateway

如果您的用例需要,请选择一个 数据移动网关

信息注释

此字段不适用于 Qlik Talend Cloud Starter 订阅,因为它不支持 数据移动网关。如果您有另一个订阅层并且不想使用 数据移动网关,请选择

有关 数据移动网关 的优势和需要它的用例的信息,请参阅Qlik 数据网关 - 数据移动

Start Date

按格式 MM/DD/YYYY 输入必须将数据从源复制到目标的日期。

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.

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