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Installation Progress
  1. Configure Sage Intacct
  2. Create the source connections
  3. Create the destination connection
  4. Configure the global variable
  5. Import the extractions
  6. Import the cube extractions
  7. Synchronize the account balance
  8. Schedule the extractions
  9. Set up the data source in Nectari
  10. Configure Sage real‑time finance
  11. Import the template
  12. Build and load the OLAP cubes
  13. Add custom fields (optional)

Cube Extraction

Follow these steps only to set up the Sales and Finance OLAP cubes. Otherwise, continue with the setup.

After creating your cube source connection and configuring your global variable, the next step is to import the Sage Intacct cube extraction templates (ZIP file) into DataSync. This creates the necessary extractions for synchronizing your data and allows you to validate, build, and run them to load data into your data warehouse.

When DataSync processes the extraction, it connects to your Sage Intacct database, extracts the necessary tables, and loads them into your data warehouse. This ensures that your reporting database always reflects the latest information from that specific Sage Intacct.

important

Cube extractions require that the standard synchronization or consolidation extraction be imported and built before importing the Nectari template.

Cube extraction order​

Cube extractions must be imported and built in a specific order. Importing them out of order will cause validation or build failures.

Extraction TypeDescription
1 – Table StagingLoads the staging tables required for cube processing. Executed only once.
2 – Dimension MappingLoads the dimension‑mapping tables used by the cubes and refreshes the data.

Configure the cube extractions​

1 – Table Staging extraction​

  1. In the left panel, select the Extractions icon.
  2. Click the Import Extraction icon in the top-right corner to open the dialog.
  3. Click Choose a zip file and select the Sage Intacct ZIP file (DS_20XX.0.X.XXX_Sage Intacct OLAP ETL Staging.zip), or drag and drop the file into the dialog.
  4. Click Next.
  5. Confirm the default extraction type is selected. Click Next again.
  6. In the Description field, enter a meaningful name, such as Cube - Table Staging.
  7. In Source Connection, select the connection that points to your Sage Inacct database.
  8. In Destination Connection, select your cube database connection (for example, SEICube or NectariCube).
  9. In Source Schema, select your Sage Intacct folder (for example, PROD or SEED).
  10. In Destination Schema, select the custom schema configured in Environments & Data Sources in Nectari.
  11. Click Import.
  12. In the left panel, click Extractions again.
  13. Select the extraction you just created, and click the Validate and Build icon in the top-right corner.
  14. In the dialog, for the first company only, select Drop the previously created object and recreate the objects based on the new definition.
  15. Click Build.
    When the process is complete, review the validation report and the Status column. If an error appears, click the link in the Error column to view the Log Page.
  16. Select your extraction from the list and click the Run Extraction Now icon.
  17. Select the tables to populate.
  18. In the upper right, set the load mode to Truncate and Load, then click Run. This replaces all destination data with current source data.
    Wait for the process to finish. The results appear in the Status column. If there's an error, click the link in the Error column to view details in the Logs page.

2 – Dimension Mapping extraction​

  1. In the left panel, select the Extractions icon.
  2. Click the Import Extraction icon in the top-right corner to open the dialog.
  3. Click Choose a zip file and select the Sage Intacct ZIP file (DS_20XX.0.X.XXX_Sage Intacct OLAP ETL Refresh.zip), or drag and drop the file into the dialog.
  4. Click Next.
  5. Confirm the default extraction type is selected. Click Next again.
  6. In the Description field, enter a meaningful name, such as Cube - Dimension Mapping.
  7. In Source Connection, select the connection that points to your Sage Inacct database.
  8. In Destination Connection, select your cube database connection (for example, SEICube or NectariCube).
  9. In Source Schema, select your Sage Intacct folder (for example, PROD or SEED).
  10. In Destination Schema, select the custom schema configured in Environments & Data Sources in Nectari.
  11. Click Import.
  12. In the left panel, click Extractions again.
  13. Select the extraction you just created, and click the Validate and Build icon in the top-right corner.
  14. In the dialog, for the first company only, select Drop the previously created object and recreate the objects based on the new definition.
  15. Click Build.
    When the process is complete, review the validation report and the Status column. If an error appears, click the link in the Error column to view the Log Page.
  16. Select your extraction from the list and click the Run Extraction Now icon.
  17. Select the tables to populate.
  18. In the upper right, set the load mode to Truncate and Load, then click Run. This replaces all destination data with current source data.
    Wait for the process to finish. The results appear in the Status column. If there's an error, click the link in the Error column to view details in the Logs page.


Synchronize the account balance →