Installation Progress

1. Configure Sage Intacct
2. Create the source connections
3. Create the destination connection
4. Import the extractions
5. Configure the global variable
6. Synchronize the account balance
7. Schedule the extractions
8. Set up the data source in Nectari
9. Import the template
10. Add custom fields (optional)

Account Balance

To enable DataSync to read GL account balances directly from Sage Intacct, you must define Reporting Periods for each year that will be reported in Nectari. This process ensures that all opening balances are correctly included in your reports and analyses.

Add reporting periods in DataSync

1. Log in to DataSync.
2. From the welcome screen, select Extractions.
3. Locate the Sage Intacct extraction and click the link under the Tables column.
4. Find the Glaccountbalance table and hover over the Filter row.
5. Click the pen icon to edit the filter. The SQL Expression Builder opens.
6. In the expression builder, enter your Nectari reporting period names as a comma-separated list after Period IN. For example:

   Period IN (
       'Nectari Opening 2020',
       'Nectari Opening 2021',
       'Nectari Opening 2022',
       'Nectari Opening 2023',
       'Nectari Opening 2024',
   )

7. Click Save to apply your changes.
   DataSync now uses these specified reporting periods when synchronizing account balances, ensuring that all relevant opening balances are included for accurate financial reporting.

Next: Schedule the Extractions →