Installation Progress

1. Configure Sage Intacct
2. Create the source connections
3. Create the destination connection
4. Import the extractions
5. Configure the global variable
6. Synchronize the account balance
7. Schedule the extractions
8. Set up the data source in SEI
9. Import the template
10. Add custom fields (optional)

Scheduler

To keep your Sage Intacct data up-to-date for reporting, you can create job schedules in DataSync to automatically refresh, update, or clean your data warehouse without manual intervention. The Sage Intacct template requires three schedules to manage your data lifecycle and ensure your reports always reflect the latest information.

important

Do not schedule jobs that trigger or run between 7:30 PM and 11:30 PM (PST) on Fridays, as Sage Intacct performs regular maintenance during this time.

Follow the steps below to configure each schedule.

Schedule	Description
Incremental Load	Retrieves records that changed since the last load and updates their corresponding records in the destination. Typically runs weekly.
Truncate and Load	Replaces all data in the destination with current data from the source. Typically runs weekly.
Process Deleted Records	Deletes records from the destination if they no longer exist in the source. This is based on the maximum number of days defined in the validation logic. Typically runs daily.

Schedule the extraction

Configure the Incremental Load schedule

1. In the left panel, select the Scheduler icon.
2. Click New.
3. In the Description field, enter Incremental Load.
4. From the Action dropdown list, select Incremental Load.
5. From the Extraction dropdown list:
   • For scenarios 2 – data warehouse and 4 – cloud, select the synchronization refresh extraction.
   • For scenario 3 – consolidated, select all consolidation refresh extractions.
6. Select the Active checkbox.
7. In the left panel, select Weekly. Then configure the Start On date and At time.
8. Edit the Time Zone as needed.
9. Click Save.

Configure the Truncate and Load schedule

1. Click New.
2. In the Description field, enter Truncate and Load as the name for your schedule.
3. From the Action dropdown list, select Truncate and Load.
4. From the Extraction dropdown list:
   • For scenarios 2 – data warehouse and 4 – cloud, select the synchronization no refresh extraction.
   • For scenario 3 – consolidated, select all consolidation no refresh extractions.
5. Select the Active checkbox.
6. In the left panel, select Weekly. Then configure the Start On date and At time.
7. Edit the Time Zone as needed.
8. Click Save.

Configure the Process Deleted Records schedule

1. Click New.
2. In the Description field, enter Process Deleted Records as the name for your schedule.
3. In the Action dropdown list, select the Process Deleted Records extraction.
4. From the Extraction dropdown list:
   • For scenarios 2 – data warehouse and 4 – cloud, select the synchronization refresh extraction.
   • For scenario 3 – consolidated, select all consolidation refresh extractions.
5. Select the Active checkbox.
6. In the left panel, select Daily. Then configure the Start On date and At time.
7. Edit the Time Zone as needed.
8. Click Save.

Next: Set Up the Data Source in SEI →