Excel integration

Excel Integration – Is That Even a Thing?

Excel integration – is that even a thing?  The simple answer is yes! Whether we like it or not, Excel is a big part of our daily professional lives. As such, Excel integrations can make life even easier by eliminating the manual overheads associated with collecting and transmitting data from spreadsheets to cloud or on-premise systems.

One of the exciting new features DataBlend has to offer is its Excel plugin. With the plugin, both formatted and unformatted data can be brought in from any data source. The possibilities are nearly endless once the data is in Excel. Here are a few use cases:

  • Real-time Board Reports
  • Ad hoc modeling
  • Budget and Forecast data drivers
  • Data repository

Importing and exporting are both possible with the plugin. Because of this, data entry or reporting spreadsheets can have their data quickly and easily transferred to other systems. As a result, this saves time and effort to avoid duplicate data entry.  It also eliminates copy and paste errors.

So how does it work? Setup is super easy.

First, enter your DataBlend credentials:

Next, choose the workflow, direction of data flow (import or export) and Excel parameters.

And Voila! You are ready to execute your integration.  With DataBlend, Excel integrations are made easy!

Want to enjoy the benefits of Excel integration, contact us today!

Adaptive Insights and Sage Intacct Integration

Adaptive Insights and Sage Intacct Integration via DataBlend: Now Available on the Sage Intacct Marketplace

When it comes to data, the whole is greater than the sum of its parts.

In silos, data exists as an incomplete picture.

You make data actionable when you bring it together to create context. Suddenly, patterns emerge. Important business insights come to light. You can now make more accurate, data-driven decisions.

Integration brings data together by creating a “team” of technology. When your financial and operational systems are aligned with unified data, you have the key to unlocking financial insights.

DataBlend gives you the complete financial picture with Sage Intacct that contributes to better financial management.  With DataBlend now available on the Sage Intacct Marketplace, even more Sage Intacct users will have access to DataBlend’s unique capabilities, including seamless Adaptive Insights and Sage Intacct Integration.

Peter MacIntyre, Director of DataBlend at Carlson, shares how DataBlend’s integration and automation capability for Sage Intacct elevates the accounting function:

“DataBlend is a great tool for integrations with Sage Intacct. Not only is it easy to extract data out of Sage Intacct using the intuitive Query Builder, but it provides capabilities to write into Sage Intacct as well. This is important for many of our clients, as they need the ability to get their General Ledger data into other systems, but also want to be able create invoices or import budget data into Sage Intacct. The bi-directional integration capabilities really make DataBlend a unique platform.”

Get Improved Financial Insight with DataBlend

How does DataBlend’s integration workflow lead to improved financial insight?

The platform transfers data to and from your mission-critical systems including enterprise resource planning (e.g. Sage Intacct), corporate performance management (e.g. Adaptive Insights) and customer relationship management (e.g. Salesforce). With automatically synced data, there’s no more unnecessary manual entry of data or risk of introducing copy and paste errors.

You can make informed decisions faster and easier with comprehensive, unified data.

Want to connect Sage Intacct with your other financial and operational systems? Here’s how to get the most out of Sage Intacct using DataBlend’s bi-directional data transfer capabilities:

How to Export Data from Sage Intacct using DataBlend

You can transfer data from Sage Intacct to another system by performing a simple export:

Choose a Base Table

During DataBlend’s export, you can quickly and deftly carry out the data transfer. Within the multi-purpose Query Builder’s intuitive interface, you have the option to choose a base table.

Want to transfer data from only a few rows? You can select only the fields you want to export within the table.

If you want to export data from multiple tables, DataBlend can also facilitate complex data transfers. Its tables are auto-joined to the base table, making it easy for you to select fields from multiple tables at once.

Did you know you can export any type of table from Sage Intacct using DataBlend? The platform’s compatibility with many data formats presents numerous possibilities for your organization. There are several popular types of tables often transferred, including the GLACCOUNT for full general ledger list, as well as CUSTOMER, VENDOR, and other dimension lists.

Search for/Edit/Filter a Field

Have an objective in mind? When you know exactly what you’re looking for, you can evaluate data within a specific parameter. DataBlend has strong filtering capabilities that allow you to fine-tune your export right within its multi-purpose Query Builder. Popular choices for filters include Date Ranges, Account Codes, and Book ID.

Preview Data in Real Time

You have a keen eye for detail and know the importance of double-checking data. DataBlend is built for data accuracy. Its Query Builder gives you the opportunity to preview data in real time before performing the export.

Want to rename any filters or columns? All changes you make will be reflected in the preview. Furthermore, DataBlend’s field mapping capabilities align source with destination columns to ensure data consistency and accuracy.

Execute the Workflow to Run the Integration

You have selected a set of data you want to export, filtered the fields, and previewed it. You’re now ready to execute the workflow to run the integration between Sage Intacct and another financial system. In this case, you want to export data to Adaptive Insights, the leading business planning cloud solution.

During the integration, the data set you have created in the Query Builder will be added to the DataBlend workflow. What happens during the workflow?

Create a Transformation on Any Field

With your data set in the Query Builder, the workflow executes any additional transformations and business rules you make. These user-friendly transformations include Concatenate, Flip Signs, Substring, Pivot table, and more.

Want to implement a more complex rule? You can write a script.

Data Flows from Sage Intacct to Adaptive Insights in Real Time

As your data flows from Sage Intacct to Adaptive Insights (or the financial system you’re using), you can view the findings in real time. There are many possibilities for the destination, making it possible for you to transfer data wherever you decide. It could be another cloud system, a database, flat file, etc.

You can then evaluate the combined data in your destination financial system to get the full picture of business performance.

How to Import Data into Sage Intacct Using DataBlend

You now want to bring data into Sage Intacct for storage and analysis. Thanks to DataBlend, importing data into Sage Intacct is as easy as exporting. The data entering Sage Intacct can come from a variety of sources, such as another cloud or local app, database, or flat file.

One of the more common use cases is Adaptive Insights and Sage Intacct Integration.

What imports are performed most frequently? Popular imports include Journal Entries, Budgets, Order Entry, and many more. DataBlend is also developing capabilities to perform unique imports, including coding Bank Files as Journal Entries or Cash Management transactions. Even better, the platform can also import data from any type of table.

DataBlend’s versatility of use makes it possible for you to transfer any type of data and sync your core systems.

Where Data Becomes Your Discovery

DataBlend is where financial and operational systems become a team. It’s where data becomes accounting success. It’s where data becomes your discovery.

Want to elevate your accounting function? Unify your data today.

Build Your Success with DataBlend

To learn more about integrating Sage Intacct with your core financial systems using DataBlend, please tune into the recorded demo: 

DataBlend Integration Platform

DataBlend iPaaS: New Capabilities and Improved User Experience

South Portland, ME (May 10, 2018) – DataBlend LLC, a joint venture of Carlson Management Consulting and J2 Interactive, is excited to announce the launch of a major new version of DataBlend. The DataBlend iPaaS (integration platform as a service) is a powerful, cloud-based data integration platform that makes it easy for business users to bi-directionally transfer data across mission-critical financial and operational systems. With DataBlend, business users quickly create integrations and benefit from unified data for improved financial performance and insight.

Featuring an intuitive workflow builder, DataBlend iPaaS automates data transfers and schedules key processes to run at any time.  Clients gain more value from their core systems with enhanced reporting and a holistic view of company performance with real-time data.

New features include the following:

  • Single page application design to enhance the user experience
  • Drag and drop Workflow Builder to quickly create end-to-end integrations
  • Workflow drill-down to view and modify integration elements
  • Query Builder allowing users to select fields to query, rename field columns, filter on fields to specify a data set, and preview data in real-time
  • Keyboard shortcuts for power user navigation
  • Pre-built scripts to simplify data import/exports
  • Real-time status updates via notification pane
  • Expanded set of transformations including concatenate, fill or remove blanks, and flip signs

Peter MacIntyre, Director of DataBlend, states, “DataBlend is a very powerful platform that business users can leverage as a central hub for data flows between systems to transform the data in creative ways. In addition to pre-built connections, the opportunities to create new connections are practically endless due to DataBlend’s design and customization abilities. The single page workflow builder makes it easy to build an end-to-end integration that includes data sources and data transformations.”

With DataBlend’s new interface, business users can implement field to field mapping, pivot tables, and additional data transformations with unlimited custom scripting possibilities. The platform saves time and money by providing powerful extract, transform, and load capabilities at a fraction of the cost of other solutions.

MacIntyre reveals what sets DataBlend apart from other integration tools, stating, “DataBlend has solved a lot of unique problems for companies in that it can extract complicated data sets and simplify them for easy data loads.  All along, our goal has been to make DataBlend a user-friendly platform that anyone can use to create their own integrations.”

Adam Kozaryn, Vice President of Software, spearheaded the platform’s development. He shares why DataBlend is the integration solution of choice for many organizations:

“With minimal coding or technical expertise, DataBlend can act as the ‘middleman’ to integrate your existing Cloud or on-premise data systems to provide a much higher ROI. You are able to pull data in real-time from Cloud financial solutions such as Sage Intacct, NetSuite, QuickBooks, Bamboo HR, as well as on-premise SQL/MS Access/Oracle, for example, and then join and analyze in a single user interface without having to use multiple reporting tools.”

Additionally, business users get the most out of their implementations with DataBlend’s real-time dashboards and notifications. Specifically, they can view the dashboard for real-time status updates and automate the delivery of email notifications to end users.

Ultimately, DataBlend delivers the big picture of business performance that only unified data across systems can offer.

About DataBlend

DataBlend LLC offers a cloud-based integration platform as a service (iPaaS), currently being used by more than 100 companies. DataBlend’s intuitive workflow builder allows business users to model and automate data flows between systems for more accurate and dynamic financial management, planning and analysis. DataBlend LLC is a joint venture of Carlson Management Consulting, the award-winning cloud financial solutions and services firm, and J2 Interactive, the healthcare IT services firm.

If you would like additional information about DataBlend, please visit www.datablend.com or email info@carlsonmc.com.