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Sage Intacct Advantage 2019

Sage Intacct Advantage 2019 – Connect with DataBlend

 

DataBlend will be attending Sage Intacct Advantage 2019 in Las Vegas, Nevada. Be sure to connect with us to learn more about how DataBlend can help you save time and money. Our cloud-based Integration Platform as a Service (iPaaS) integrates seamlessly with Sage Intacct.

While we don’t have a booth this year, you can still learn more about how DataBlend can fast track your company’s growth. We will be onsite and ready to show a quick demo of how easily DataBlend can integrate Sage Intacct data with SalesForce, Adaptive Insights, ADP, Netsuite Open Air, and flat bank files from Excel.

Be on the lookout for Tim, our Account Executive and Peter, Director of DataBlend.

Also, new this year, we will be offering a free trial to any Sage Intacct Advantage 2019 attendees who are interested in exploring how DataBlend can help.

To view the agenda for, please visit here.

Learn how DataBlend helps you get the full financial picture, please visit our website and request a demo.

Learn more about DataBlend’s Sage Intacct Integrations.

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!

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!

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 iPaaS

How DataBlend iPaaS Saves Time and Improves Business Insight

DataBlend iPaaS Saves Time and Improves Business InsightAn English proverb wisely states, ‘Time is the soul of business.’

Achieving results in business depends on how well you manage time for optimal productivity. It’s a busy day at work and you are making progress on, for example, a revenue planning project. The project involves a lot of collaboration between your colleagues in the finance, sales, and marketing teams. As you exchange e-mails and spreadsheets, the project surely yet slowly heads to completion.

This may appear to be a tried and true method, but what if there’s a way for you to get the project to the finish line faster? There is with DataBlend, the cloud-based integration platform as a service (iPaaS). Now, you can manage your core operations better than ever before.

In the data-driven world of business, DataBlend gives you the capability to discover real-time insights that lead to informed decisions. It automates the extraction, transformation, and loading (ETL) of data so you have more time to evaluate the data in your financial and operational systems. How is your company performing? Where is your company headed to in the future? Want to track and project multiple streams of revenue? When you use the platform to streamline your data flows between systems, you can focus on value-added analysis and strategy.

DataBlend iPaaS Saves Time and Improves Business InsightHere are the benefits DataBlend provides for your organization:

Unify the Data

When you unify data, you transform it into full-picture insights. That’s the beauty of integration. Bring data together in a budgeting, forecasting and reporting system like Adaptive Insights, and it’s incredible what you can discover about your organization. You develop a deeper understanding of performance in the past, present, and future.

What happens during DataBlend’s integration workflow? The platform transfers data to and from your mission-critical systems including enterprise resource planning (ERP), corporate performance management (CPM) and customer relationship management (CRM) and syncs it across systems. With automatically synced data, you can unlock key business insights faster and easier. No more unnecessary manual entry of data.

There’s another benefit. Because your organization’s departments are now working from the same “sheet of music,” you improve collaboration and maximize productivity between team members.

Your Critical Systems Are Connected

Connectivity between your systems is also important in data management. You get the most results from your systems when they function as a “team”. DataBlend creates that team of technology.

Prior to integration, your systems operate in silos. Since they’re not in sync, they’re not aligned with each other. What’s the solution? Bridge this communication gap through integration.

When DataBlend iPaaS integrates your financial and operational systems, they communicate with each other and your data is aligned.

That’s a helpful ability to have when you manage projects and want the full picture of business performance.

Access Information Anytime, Anywhere

We clearly live in a mobile world.

As organizations grow and people increasingly access information from their cell phones, this mobility calls for stability. What’s the best way to stay in the know anytime, anywhere?

It’s the Cloud.

As a cloud-based integration platform, DataBlend gives you immediate access to the integrations and workflows within your organization. Because you can access it from anywhere, you stay productive while on the road.

Cloud-based systems put time on your side. You and your team members can now leverage information from wherever you are without lapses in productivity.

Get the Full Picture

Picture this. You and your fellow team members are at the conference table, in the middle of a discussion about how to best proceed with an initiative.

You have an idea supported by holistic data you compiled from your integrated financial systems. You present your findings with illuminating graphs, charts, and other pictorial representations. Your presentation sparks contemplation. It makes a compelling business case.

As you say your concluding remarks, you see people nod in approval. Everyone is enthusiastic about your data-driven idea. It’s then put into action.

With DataBlend, you can provide the full picture that brings people on board with your ideas. You gain the sense of perspective that helps your organization thrive.

Drive Operational Change

DataBlend is transformative. It’s where data becomes your discovery.

Because you have the full picture of business performance, you can drive operational change that brings your success to the next level. You can guide your organization to a bright financial future.

Want to bring your success to the next level with DataBlend? Unify your data today.

Build Your Success with DataBlend

To learn more about how DataBlend iPaaS can help your organization, please tune into the recorded demo:

ERP Systems Integrations

Client Success Story – DataBlend Provides Increased Flexibility for ERP Systems Integrations

Bryan Woliner, Vice President of Finance and Information Technology at Root Capital, shares how DataBlend helps the organization achieve better data quality and increased efficiency with ERP systems integrations.

Please provide a description of your organization and mission.

Root Capital is an interesting organization.

We invest in the growth of agricultural enterprises so they can transform rural communities. These businesses purchase crops such as coffee, cocoa, or grains from smallholder farmers. With growth, they become engines of impact that can raise incomes, create jobs, empower women and young people, sustain peace and preserve vulnerable ecosystems.

We supply these businesses with vital resources: access to capital, trade and technical partners, financial training and conservation practices. We work in hard-to-serve geographies where others don’t. To date, we’ve distributed $1.2 billion to improve the lives of six million people in farming communities.

Please provide a description of your role and responsibilities within your organization.

I’m the Vice President of Finance and Information Technology. I oversee our IT Department and Finance Department, which includes accounting, financial planning and analysis, and treasury.

Implementation:

Please describe the challenges that your organization faced which led you to seek out a new cloud-based integration solution.

Because Root Capital is almost entirely a cloud-based organization, we had thought of going the enterprise resource planning (ERP) route at various times. We believed we could gain better functionality at a lower price by handpicking best-of-breed technology that meets the needs of our different functional areas.

However, there was the challenge of lack of integration between those systems. We faced the risk of picking systems that worked great for an individual department, without having the necessary integration to achieve better efficiency and data quality, with less duplication, across our full cloud-based IT environment.

What factors made you decide that DataBlend was the right integration solution for your organization? Did you look at other solutions?

We started piloting DataBlend because of the additional flexibility it offers. We have been working with Ethan and the Carlson team for a long time, about seven years, so we were early adopters of DataBlend.

Specifically, we liked the fact that it is more flexible and not tied into a specific system, compared to connectors that are only compatible with their respective proprietary ERP systems. For example, DataBlend is highly effective at integrating Adaptive Insights, as well as Sage Intacct and Salesforce.

The fact that, with DataBlend, we can leverage the APIs of many cloud-based systems, as well as perform more functions (data filtering, etc.) with its feature-rich interface, makes it the best choice of integration platform for us.

Integration:

Which systems are you using DataBlend to integrate with? What are the key benefits? 

The systems we are currently integrating with are Sage Intacct, Salesforce, and Adaptive Insights. The benefits we are experiencing are better data quality and increased efficiency with systems integration. DataBlend allows us to combine both financial with non-financial data in a single system that gives us greater ability to do financial analysis, reporting, and data driven decision-making.

The Results:

Please describe some of the benefits you experienced after implementing DataBlend.

The results we have experienced include faster pull time for information, more confidence in data quality, and the ability to pick best-of-breed, cloud-based systems without being constrained by their respective integration tools. We feel we can rely on DataBlend to integrate most of the systems we choose.

We have also saved costs on staff time. All in all, DataBlend is very competitively-priced with a comprehensive feature set that meets our needs.

What are some of the other benefits that you have experienced that may be less quantifiable? 

DataBlend has removed silos within the organization because staff are no longer only looking at information within their department systems. Now, they gain new insights into financial and non-financial data that may have been stored in other department systems and was inaccessible to them before we started using the platform.

Concluding Thoughts:

DataBlend saves time and reduces expenses by providing a more efficient way to integrate ERP systems. You have less operational risks and more trust in your data quality. You also gain so much value from being able to combine financial with non-financial data that previously lived in silos systems.

From financial analysts to senior management, any member of the staff can get a holistic and comprehensive picture of the health of their organization. In general, many organizations are looking to select best-in-breed, cloud-based systems. However, I feel one of the potential shortcomings of this approach is the lack of integration options. Because DataBlend provides the flexibility to move data between so many different cloud-based ERP systems, organizations have the ability to select systems that best meet their needs without having to worry about limited integration options that come with each of these systems.

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.

DataBlend Integration Platform

DataBlend Opens Software Development and Marketing Hub in South Portland, Maine

SOUTH PORTLAND, ME – January 15, 2018 – DataBlend LLC has announced the opening of an office in South Portland, Maine.  Located at 780 Broadway near the Mill Creek area, the office will serve as a hub for the development and marketing of its DataBlend cloud financial integration platform, currently being used by more than 100 companies.  DataBlend’s intuitive workflow builder allows business users to model and automate data flows between systems including corporate performance management (CPM), enterprise resource planning (ERP), customer relationship management (CRM), and professional services automation (PSA) and more for more accurate and dynamic financial management, planning and analysis.

“The South Portland office will allow us to enhance team collaboration as we ramp up the development of our DataBlend cloud integration platform,” stated Ethan Carlson, CEO and founder of Carlson and DataBlend. “We’ll be able to tap into the greater Portland area for talent as we continue to build our team, develop new connectors, and support our growing client base.”

DataBlend was officially released in late 2016 and is being used by organizations including Babson College, Root Capital, HIMSS, America’s Test Kitchen, Dyn and many others to unify and share data between core financial and operational solutions.  “Our customers have experienced the benefits of unified data for a more holistic view of financial performance,” stated Adam Kozaryn, Vice President of Software Development.  “Having a new HQ for DataBlend will allow our Maine-based team members to execute on our ambitious product roadmap and deliver the features required for a world class integration platform as a service (iPaaS).

In addition to software development, the office will host the Carlson marketing team.  “As a company, we have grown quickly over the past several years and have expanded our solution and services offerings,” stated David Phillips, Marketing Director.  “We will be building our marketing team to provide the thought leadership content, marketing campaigns and outreach necessary to sustain growth.”