AX1086
Importing from an Intacct system
You can import data into Axiom Software from a Sage Intacct system.
When importing from Intacct, you must provide the appropriate information to allow Axiom Software to connect to your Intacct system. You must also specify the source table, columns, and filter to determine the data to be imported from Intacct.
Import type
To import data from Intacct, go to the Source tab of the Import Wizard, then select Intacct as the Import Type. The Source tab updates to show the relevant properties for the selected import type.
NOTE: This import source is only available if you have licensed Intacct integration.
Connection information for Intacct
Complete the following connection information when the Import source is Intacct.
NOTE: The Connection information is only used to connect to the source and extract the data into the import temp table. If the connection information includes a password, the password must be re-entered anytime the connection information is changed.
| Item | Description |
|---|---|
|
User ID |
The user name to use to connect to Intacct. |
|
Company ID |
The company ID to use to connect to Intacct. |
|
Password |
The password to use to connect to Intacct. |
|
Table Name |
The Intacct table from which to read data. |
|
Filter |
A filter to limit the data to be read from the table. The following SQL operators are supported in the filter: <, >, >=, <=, =, LIKE, NOT LIKE, IN, NOT IN. When doing NULL comparisons, use IS NOT NULL or IS NULL. Compound filters using AND and OR are supported, but joins are not supported. If the value you are filtering on contains an apostrophe, add a backslash before it to escape the apostrophe (for example: |
|
Column Names |
A comma-delimited list of columns to be read from the table. Leave this blank to return all columns. |
See the Intacct Developer API Reference (external link) for more information on Intacct tables that can be queried, and any special requirements and considerations for each table. Tables can be queried if they support the ReadByQuery API method.
