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5 Ways To Utilize DataBlend’s Adaptive Insights Export

One of DataBlend’s most powerful capabilities is the Adaptive Insights export. The ability to export data out of Adaptive allows the user not only to integrate with other systems, but integrate with Adaptive itself. In addition, data is exported in a very clean format using DataBlend’s intuitive Query Builder, eliminating the need for any complex transformations. Below are 5 examples of how the Adaptive Insights data source can be utilized.

1. Exporting data from one version and importing to another

One of the most useful capabilities is moving data from one version to another with the click of a button. Common workflows for this include static data imports, moving actuals to plan versions for scenario planning, integration between different sheet types (i.e. modeled to cube), or even instance to instance integration (production to sandbox). All of these examples will drastically save time, as this is typically all done with manual export/import processes and Excel manipulation.

2. Zero out data from planning versions

A great feature of Adaptive is the ability to erase actuals for fresh data imports. However, the ability to erase data for particular accounts or levels in planning versions is not available, unless you create a new blank version. With DataBlend, you can create a workflow that will export the data with the elements you choose, and then you can easily convert all of that data to zeros and import back to Adaptive. This gives you a clean slate to either import a new set of data or enter in new budget or forecast data.

3. Push data to a flat file

Full data extracts out of Adaptive can be useful, whether it’s for a reporting baseline or using the data for an import to another system. With DataBlend’s clean Adaptive Export, you can get an Excel or CSV output in perfect format. Using DataBlend’s ETL capabilities, you can even make the most complex transformations simple.

4. Push data to another system

DataBlend has bi-directional integration capabilities with Adaptive. Not only can ERP and CRM data be imported to drive forecasts and budgets, but data can be pushed back to those same ERP and CRM systems as well. This is important for stakeholders who may not have access to Adaptive, since it enables them to view budget, forecast and metric data in the systems they do have access to. Furthermore, Account and Department structures along with other metadata can all be aligned from system to system.

5. Export prior month balances to create current month balances

A unique but fairly common usecase is the ability to export prior month balance data in order to create current month balances. This comes in handy if your ERP or GL system can only export periodic change, or “delta”. Combining deltas with prior month balances in DataBlend generates current month balances, which is useful if your historical Actuals have already been set as “Balance” without having to change the account type and re-import history.

 

Take a look at how easy it is to build an Adaptive Export in the video below, and request a demo today!

Quickbooks Online and Adaptive Insights Integration

DataBlend Introduces Adaptive Insights and QuickBooks Online Integration to the Adaptive Insights Marketplace

As an avid believer in cloud financial technology, you are using both Adaptive Insights and QuickBooks Online at your organization. You’re delighted with the way the programs have enhanced business planning and financial management. How can you maximize the return on your investments? Through data integration, you can further elevate your business performance.

DataBlend, the cloud-based integration platform as a service, introduces the Adaptive Insights and QuickBooks Online integration to the Adaptive Insights Marketplace.

Success requires active planning. Active planning requires unified data.

Quickbooks Online and Adaptive Insights Via DataBlend

Collaborative Technology for Teams

When you integrate your financial systems, they no longer operate in silos. You create collaborative technology that works together to deliver real-time information. Because the finance, accounting, and sales teams are working from the same “sheet of music”, they can make informed decisions that contribute to overall strategic vision.

Data Accuracy

Many finance professionals pore over spreadsheets, doublechecking their calculations. With integration, there’s no more risk of error that comes with manual entry. When you automatically transfer data from one system to another using DataBlend, you ensure accuracy and save time for high-priority initiatives.

Big-Picture Insights

Since you can smoothly transfer data between the systems that drive your business, you get the big-picture insights that only comprehensive and unified data can deliver.

DataBlend’s Importing and Exporting Capabilities

You know how integration drives great results for your organization. But, what happens during the process?

DataBlend transfers data to and from your mission-critical systems, including accounting (e.g. QuickBooks Online), corporate performance management (e.g. Adaptive insights), and customer relationship management (e.g. Salesforce). Its bi-directional transfer capabilities give you the freedom to move data to where you want it.

With DataBlend, You Gain the Ability to:

  • Quickly set up connections and build end-to-end workflows with an easy-to-use wizard called the Query Builder.

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  • Preview data in real-time as you build workflows before performing imports and exports using DataBlend’s Query Builder.

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  • Perform pre-built data transformations including filters, pivot tables, concatenate, flip sign, substring and many more. With your data set in the Query Builder, the integration executes any transformations and business rules you specify.

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  • Manage mappings through web tables – including the ability to create rules based on multiple fields. Furthermore, DataBlend’s field mapping capabilities align source with destination columns to ensure data accuracy.

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  • Conduct automated imports and exports of flat files through SFTP
  • Connect on-premise systems with a DataBlend agent
  • Push and pull data directly from Excel with DataBlend plug-in
  • Save time by scheduling key processes to run at any time.

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  • Conduct clean QuickBooks Online exports including account attributes and other metadata (not just rollups)
  • Schedule automated delivery of email notifications and alerts to end users

DataBlend: Where Data is Discovery

Harness the collective capabilities of technology, and it’s amazing what you can discover about your organization. Through data integration, you make the most of your financial systems. You transform data into actionable insights.

To learn how DataBlend is transforming finance for organizations, please read our stories of client success.

Want to watch the integration in action? Please tune into the recorded demo:

To get the complete financial picture, build your success with DataBlend by requesting a demo.

Build Your Success with DataBlend

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: