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)

Data Source

A data source defines how SEI connects to your Sage Intacct data warehouse. When you create a data source, its description is used across all your environments. Before starting, create a SQL or Oracle user if not already in place. You will then need to add one data source: the ERP data source.

Before configuring a data source, make sure you have your database server details—such as the server name, instance, and authentication strategy—as well as the main ERP database name and schema ready.

Create a SQL or Oracle user

A dedicated database user is required to allow SEI to access the Sage Intacct data warehouse.

Most Sage Intacct templates use SQL for the data warehouse, and this is the recommended setup for partners. However, Oracle is also supported if your organization already uses it as a data warehouse platform.

User	When to choose
SQL	Use if your data warehouse is hosted on Microsoft SQL Server. (Recommended)
Oracle	Use if your data warehouse is hosted on Oracle Database.

Manage data sources

Rename the Production environment (optional)

1. Log in to SEI.
2. In the navigation panel, select the gear icon to open Administration.
3. Select Env. & Data Sources. By default, an environment named Production appears under Environments.
4. Select the pen icon next to the environment name.
5. Enter a new name and click Confirm.

Create the ERP data source

1. Log in to SEI if you're not already connected.
2. In the navigation panel, select the gear icon to open Administration.
3. Select Env. & Data Sources.
4. In the Data Sources panel, click + to create a new data source.
5. Fill out the ERP data source configuration, entering all required properties in the Data Source Definition panel.
6. Click Validate and then Save to complete the setup.

Data Source Definition properties

Property	Description
Data Source Description	Enter a name such as Sage Intacct Data Source.
Type	Select SQLSERVER or Oracle.
Server	Enter the database server name where the Sage Intacct data warehouse is hosted (from DataSync).
Database Name	For SQL Server only. Enter the warehouse database name (from DataSync). It is case sensitive.
SID	For Oracle only. Enter the warehouse database name (from DataSync). It is case sensitive.
Path	For Oracle only. Enter the port number of the Oracle instance.
Extra connection string properties	Leave blank unless otherwise instructed.
Transaction With (No Lock)	For SQL Server only. Leave checked.
Pooling	For Oracle only. Activate and define pooling parameters to improve performance. You can keep the default values or adjust as needed: Min. Pool Size 1, Max. Pool Size 100, Decr. Pool Size 1, Incr. Pool Size 5.
Database Schema Name	Add two entries using +: For both, make sure you replace DatabaseName by the actual value. DatabaseName.dbo – The default schema. DatabaseName.NEC_CUSTOM_SCHEMA – The SEI custom schema (replace CUSTOM_SCHEMA with the schema name). Use this naming convention: start with NEC, use all capitals, and separate words with underscores. Use a unique custom schema name for each environment. SEI checks schemas in the listed order and uses the first match found.
SEI Schema	Enter the custom schema name as above NEC_CUSTOM_SCHEMA.
Authentication Strategy	Select UseSpecific from the dropdown list.
User Name	Enter the SQL or Oracle username created in Create a SQL or Oracle user.
Password	Enter the password for that user.

Next: Import the Template →