Configure Data Delivery Service—DDS

Data Delivery Service (DDS) allows you to export massive amounts of data to a cloud service destination. Data delivery can be scheduled or run on demand.

This topic explains the process and procedures for configuring Data Delivery Service (DDS) for your Sage Intacct company.

Prerequisites

Data Delivery Service (DDS) exports files to a cloud service destination. You must have a cloud service account that is configured to work with your Sage Intacct company.

For details on configuring your cloud service account for use with DDS, see Cloud Storage for reports.

Access DDS configuration

1. Go to Company > Admin > Subscriptions.
2. Select Data Delivery Service from the list, and then select Configure.
3. Select the configuration options for your company data, as described in the following sections.

Configure file naming enhancement

File naming enhancement makes it easy to determine the changes that have been made to a file by appending the name with _cr (created), _upd (updated), or _del (deleted) . When sending data, DDS includes multiple .csv files in the export. The appended file names allow you to determine the changes that have been made without having to open the file,

The following task shows you how to enable and disable file name enhancement.

1. Go to Company > Admin > Subscriptions.
2. In the list of available subscriptions, select Data Delivery Service, then choose Configure.
3. Select Include the type of change in the file name, and then select Save.
4. To return to the standard file naming convention, select Use the same naming for all file types.

Configure synchronization for changed data

Synchronization prevents reporting gaps. You set data synchronization when you configure data delivery. DDS jobs run asynchronously by default. When DDS jobs run asynchronously, the exported data can reflect data in Sage Intacct at different points in time.

Selecting the Synchronization option guarantees that each DDS job extracts data from Intacct at the same point in time for reporting consistency. Synchronization ensures that all exported data accurately reflects the data in the database at the time of export.

Configure GL account balance and resolve ID

DDS uses alphanumeric IDs for GL account balance (GLAccountBalance object) and GL resolve (GLResolve object) during post-processing to generate numeric IDs. Using the alphanumeric IDs reduces the post-process time significantly.

When you first subscribe to DDS, the GL account balance and resolve ID configuration is set to Use the alphanumeric record ID. This helps DDS jobs finish faster. For existing configurations, you can enable another option by selecting it and saving your changes.

Why enable the alphanumeric ID?

GL account balance calculation is complex. The amount of data being processed depends on multiple elements, such as how much data is stored in the General Ledger since inception, if, you're using standard and custom dimensions and how many you're using, and the number of currencies used in transactions.

When changing to an alphanumeric ID number from a numeric number, the only change that is visible is that you'll see the alphanumeric RECORDID field instead of the numeric record number. The rest of the work happens behind the scenes.

1. Go to Company > Admin > Subscriptions.
2. Select Data Delivery Service from the list, and then select Configure.
3. Go to GL account balance and select resolve ID configuration.
4. Choose Use the alphanumeric record ID and then select Save.
   

How the switch to alphanumeric affects your use of DDS

Depending on your use of DDS, you might need to make minor changes to the way you do things.

For example, if you typically extract GL account balance and resolve object record numbers, then import them into your database. In this case, you might need to run a historical extraction to get the records with the new alphanumeric format.

Next steps

1. Configure decimal places for data accuracy
2. Create an automated delivery
3. Create a manual delivery