Connector Improvement: Sage Intacct - Support Connection to Custom Fields
In order to provide additional flexibility for automation, it would be particularly helpful to have access to custom fields created within the Sage Intacct platform.
Our current use case is to automate level assignments for Account Groups within the Account Group Hierarchy, in order to recreate Financial Statements in our BI platform. Based on our understanding, the hierarchy level for a given account is developed / tracked manually in Sage Intacct, therefore there is no back end data point that would help describe this relationship. However, a workaround to this limitation is to create custom fields in Sage Intacct that would provide level assignment for each Account Group indicating their specific location within the account group hierarchy.
The "glacctgrouphierarchy" table provides the relationship between which "accountno"(s) (GL Accounts) are related to a given "glacctgrpname" (GL Account Groups) in the hierarchy. However, it does not provide the relationship between individual GL Account Groups. An example of this is knowing the GL Account "Cash on Hand" is related to both GL Account Groups "Assets" and "Current Assets". The table does not tell you that "Current Assets" is a sub-group of "Assets". Using the custom field workaround above, we could assign level assignments to fill this gap but will need custom fields to be supported in the Fivetran Sage Intacct connector.
-
This feature request calls out specific tables in Sage Intacct for the creator's scenario. However, general support for custom fields in any table from the source is the general request.
Personally, I use dbt downstream of Fivetran. The current Sage Intacct dbt package creates models for the source tables. Currently, only two of the stage tables (GL and Account Detail) support "passthrough columns" which is a method of supporting custom fields on these two source tables. This is great and good pattern that should be replicated so that all source tables allow passthrough columns. This would be an extensible and excellent solution for the Fivetran dbt user.
Please sign in to leave a comment.
Comments
1 comment