This page provides you with instructions on how to extract data from Sage Intacct and analyze it in Amazon QuickSight. (If the mechanics of extracting data from Sage Intacct seem too complex or difficult to maintain, check out Stitch, which can do all the heavy lifting for you in just a few clicks.)
What is Sage Intacct?
Sage Intacct provides accounting and financial management software with automation and controls around billing, accounting, and reporting. Components include accounts payable, accounts receivable, cash management, general ledger, order management, and purchasing.
What is QuickSight?
Amazon QuickSight is the AWS business intelligence tool for creating dashboards and visualizations. Users are charged per session only for the time when they access dashboards or reports. QuickSight supports a variety of data sources, such as individual databases (Amazon Aurora, MariaDB, and Microsoft SQL Server), data warehouses (Amazon Redshift and Snowflake), and SaaS sources (Adobe Analytics, GitHub, and Salesforce), along with several common standard file formats.
Getting data out of Sage Intacct
Sage Intacct provides an API that lets developers retrieve data stored in the platform. Intacct also has a Data Delivery Service (DDS) that enables companies to extract data from the platform and send it to a cloud storage location.
Loading data into QuickSight
You must replicate data from your SaaS applications to a data warehouse (such as Redshift) before you can report on it using QuickSight. Once you specify a data source you want to connect to, you must specify a host name and port, database name, and username and password to get access to the data. You then choose the schema you want to work with, and a table within that schema. You can add additional tables by specifying them as new datasets from the main QuickSight page.
Using data in QuickSight
QuickSights provides both a visual report builder and the ability to use SQL to select, join, and sort data. QuickSight lets you combine visualizations into dashboards that you can share with others, and automatically generate and send reports via email.
Keeping Sage Intacct data up to date
You can code up a script or written a program to get the data you want and successfully moved it into your data warehouse. But how will you load new or updated data? It's not a good idea to replicate all of your data each time you have updated records. That process would be painfully slow and resource-intensive.
The key is to build your script in such a way that it can identify incremental updates to your data. Once you've taken new data into account, you can set your script up as a cron job or continuous loop to keep pulling down new data as it appears.
From Sage Intacct to your data warehouse: An easier solution
As mentioned earlier, the best practice for analyzing Sage Intacct data in Amazon QuickSight is to store that data inside a data warehousing platform alongside data from your other databases and third-party sources. You can find instructions for doing these extractions for leading warehouses on our sister sites Sage Intacct to Redshift, Sage Intacct to BigQuery, Sage Intacct to Azure SQL Data Warehouse, Sage Intacct to PostgreSQL, Sage Intacct to Panoply, and Sage Intacct to Snowflake.
Easier yet, however, is using a solution that does all that work for you. Products like Stitch were built to move data automatically, making it easy to integrate Sage Intacct with Amazon QuickSight. With just a few clicks, Stitch starts extracting your Sage Intacct data, structuring it in a way that's optimized for analysis, and inserting that data into a data warehouse that can be easily accessed and analyzed by Amazon QuickSight.