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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.

資訊備註確認您使用的帳戶可讀取您要擷取的表格。

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

如需詳細資訊,請參閱連線到 SaaS 應用程式

  1. 填寫所需的連線屬性。
  2. 連線名稱中提供連線名稱。

  3. 選取開啟連線中繼資料以在建立後定義連線的中繼資料。

  4. 按一下建立

Connection settings
Setting Description
Data gateway

如您的使用情況有需要,選取 資料移動閘道

資訊備註

此欄位無法用於 Qlik Talend Cloud 啟動器 訂閱,因為不支援 資料移動閘道。若您有另一個訂閱層級且不想使用 資料移動閘道,選取

如需關於 資料移動閘道 福利的資訊以及需要此項的使用案例,請參閱 Qlik 資料閘道 - 資料移動

Start Date

MM/DD/YYYY 格式輸入資料必須從來源複寫到目標的日期。

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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