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Now Available on the Sage Intacct Marketplace: Adaptive Insights and Sage Intacct Integration via DataBlend

Sep 27, 2018 11:59:00 AM / by Lauren Strohmeier
Access Infomration Anywhere Anytime with DataBlend

When it comes to data, the whole is greater than the sum of its parts.

In silos, data exists as an incomplete picture.

You make data actionable when you bring it together to create context. Suddenly, patterns emerge. Important business insights come to light. You can now make more accurate, data-driven decisions.

Integration brings data together by creating a “team” of technology. When your financial and operational systems are aligned with unified data, you have the key to unlocking financial insights.

DataBlend gives you the complete financial picture with Sage Intacct that contributes to better financial management. With DataBlend now available on the Sage Intacct Marketplace, even more Sage Intacct users will have access to DataBlend’s unique capabilities.

Peter MacIntyre, Director of DataBlend at Carlson, shares how DataBlend’s integration and automation capability for Sage Intacct elevates the accounting function:

“DataBlend is a great tool for integrations with Sage Intacct. Not only is it easy to extract data out of Sage Intacct using the intuitive Query Builder, but it provides capabilities to write into Sage Intacct as well. This is important for many of our clients, as they need the ability to get their General Ledger data into other systems, but also want to be able create invoices or import budget data into Sage Intacct. The bi-directional integration capabilities really make DataBlend a unique platform.”

Get Improved Financial Insight with DataBlend

How does DataBlend’s integration workflow lead to improved financial insight?

The platform transfers data to and from your mission-critical systems including enterprise resource planning (e.g. Sage Intacct), corporate performance management (e.g. Adaptive Insights) and customer relationship management (e.g. Salesforce). With automatically synced data, there’s no more unnecessary manual entry of data or risk of introducing copy and paste errors.

You can make informed decisions faster and easier with comprehensive, unified data.

Want to connect Sage Intacct with your other financial and operational systems? Here’s how to get the most out of Sage Intacct using DataBlend’s bi-directional data transfer capabilities: 

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How to Export Data from Sage Intacct using DataBlend

You can transfer data from Sage Intacct to another system by performing a simple export:

Choose a Base Table

During DataBlend’s export, you can quickly and deftly carry out the data transfer. Within the multi-purpose Query Builder’s intuitive interface, you have the option to choose a base table.

Want to transfer data from only a few rows? You can select only the fields you want to export within the table.

If you want to export data from multiple tables, DataBlend can also facilitate complex data transfers. Its tables are auto-joined to the base table, making it easy for you to select fields from multiple tables at once.

Did you know you can export any type of table from Sage Intacct using DataBlend? The platform’s compatibility with many data formats presents numerous possibilities for your organization. There are several popular types of tables often transferred, including the GLACCOUNT for full general ledger list, as well as CUSTOMER, VENDOR, and other dimension lists.

Search for/Edit/Filter a Field

Have an objective in mind? When you know exactly what you’re looking for, you can evaluate data within a specific parameter. DataBlend has strong filtering capabilities that allow you to fine-tune your export right within its multi-purpose Query Builder. Popular choices for filters include Date Ranges, Account Codes, and Book ID.

Preview Data in Real Time

You have a keen eye for detail and know the importance of double-checking data. DataBlend is built for data accuracy. Its Query Builder gives you the opportunity to preview data in real time before performing the export.

Want to rename any filters or columns? All changes you make will be reflected in the preview. Furthermore, DataBlend’s field mapping capabilities align source with destination columns to ensure data consistency and accuracy. 

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Execute the Workflow to Run the Integration

You have selected a set of data you want to export, filtered the fields, and previewed it. You’re now ready to execute the workflow to run the integration between Sage Intacct and another financial system. In this case, you want to export data to Adaptive Insights, the leading business planning cloud solution.

During the integration, the data set you have created in the Query Builder will be added to the DataBlend workflow. What happens during the workflow?

Create a Transformation on Any Field

With your data set in the Query Builder, the workflow executes any additional transformations and business rules you make. These user-friendly transformations include Concatenate, Flip Signs, Substring, Pivot table, and more.

Want to implement a more complex rule? You can write a script.

 

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Data Flows from Sage Intacct to Adaptive Insights in Real Time

As your data flows from Sage Intacct to Adaptive Insights (or the financial system you’re using), you can view the findings in real time. There are many possibilities for the destination, making it possible for you to transfer data wherever you decide. It could be another cloud system, a database, flat file, etc.

You can then evaluate the combined data in your destination financial system to get the full picture of business performance.

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How to Import Data into Sage Intacct Using DataBlend

You now want to bring data into Sage Intacct for storage and analysis. Thanks to DataBlend, importing data into Sage Intacct is as easy as exporting. The data entering Sage Intacct can come from a variety of sources, such as another cloud or local app, database, or flat file.

What imports are performed most frequently? Popular imports include Journal Entries, Budgets, Order Entry, and many more. DataBlend is also developing capabilities to perform unique imports, including coding Bank Files as Journal Entries or Cash Management transactions. Even better, the platform can also import data from any type of table.

DataBlend’s versatility of use makes it possible for you to transfer any type of data and sync your core systems.

Where Data Becomes Your Discovery

DataBlend is where financial and operational systems become a team. It’s where data becomes accounting success. It’s where data becomes your discovery.

Want to elevate your accounting function? Unify your data today.

Build Your Success  with DataBlend

To learn more about integrating Sage Intacct with your core financial systems using DataBlend, please tune into the recorded demo:

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