Solver - Sage Intacct Connector

Solver - Sage Intacct Connector

Mapping and configuring the Intacct connector to load financial dimensions and GL data.

About this course

In this course Toby Prince, Solver Sr. Technical Consultant, configures an Intacct connector. Sample files are also available for download.

NOTE: This course is based on demo data and does not include any customizations that may be included in the real world process.

  • Data Warehouse Permissions
  • Integration Overview
  • Preparing a New Tenant Prior to Loading Dimensions and Data
  • Dimension Integration:  Account Mapping Process
  • Dimension Integration: Review Mappings for Department, Location, Currency, and Statistical sources
  • Data Integration: GL Summary Module
  • Loading and Validating G: Summary Data
  • Data Integration:  GL Detail
  • Scheduling Data Loads
  • Mapping Expression Recap

Posted 12/18, updated 9/19

Curriculum~ 90 minutes

  • Solver - Data Warehouse Overview

    In this section, Toby Prince from the Solver consulting team, introduces the Data Warehouse concepts and components in BI360 Cloud/version 5. 

  • Data Warehouse Permissions
  • Part 1 - Data Warehouse Overview
  • Part 2 - Data Warehouse Concepts
  • Part 3 - Data Warehouse Components
  • Part 4 - Getting Started with Next Steps
  • Sage Intacct Integration

    The lessons in this section relate specifically to connections between BI360 Cloud/version 5 and Sage Intacct.

  • Getting Started & Documentation
  • Preparing a New Tenant for Intacct Integration
  • Dimension Integration: Accounts - Mapping and Loading
  • Dimension Integration: Dept, Location, Currency, and Statistical - Review Mappings
  • Data Integration: GL Summary
  • Loading and Validating GL Summary Data
  • Data Integration: GL Detail
  • Scheduling a Data Load
  • Mapping Expressions
  • Sample Files
  • Quiz - Intacct Connector

About this course

In this course Toby Prince, Solver Sr. Technical Consultant, configures an Intacct connector. Sample files are also available for download.

NOTE: This course is based on demo data and does not include any customizations that may be included in the real world process.

  • Data Warehouse Permissions
  • Integration Overview
  • Preparing a New Tenant Prior to Loading Dimensions and Data
  • Dimension Integration:  Account Mapping Process
  • Dimension Integration: Review Mappings for Department, Location, Currency, and Statistical sources
  • Data Integration: GL Summary Module
  • Loading and Validating G: Summary Data
  • Data Integration:  GL Detail
  • Scheduling Data Loads
  • Mapping Expression Recap

Posted 12/18, updated 9/19

Curriculum~ 90 minutes

  • Solver - Data Warehouse Overview

    In this section, Toby Prince from the Solver consulting team, introduces the Data Warehouse concepts and components in BI360 Cloud/version 5. 

  • Data Warehouse Permissions
  • Part 1 - Data Warehouse Overview
  • Part 2 - Data Warehouse Concepts
  • Part 3 - Data Warehouse Components
  • Part 4 - Getting Started with Next Steps
  • Sage Intacct Integration

    The lessons in this section relate specifically to connections between BI360 Cloud/version 5 and Sage Intacct.

  • Getting Started & Documentation
  • Preparing a New Tenant for Intacct Integration
  • Dimension Integration: Accounts - Mapping and Loading
  • Dimension Integration: Dept, Location, Currency, and Statistical - Review Mappings
  • Data Integration: GL Summary
  • Loading and Validating GL Summary Data
  • Data Integration: GL Detail
  • Scheduling a Data Load
  • Mapping Expressions
  • Sample Files
  • Quiz - Intacct Connector